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 3.6.13 - 5/28/2020==
+
==Release 5.3.3.0 - 7/31/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Detailed Yardage Report
+
====Cash Payment Entry====
−
:'''Add blank line after between jobs when job subtotal not printed.'''
 
  
−
Dispatch Order Maintenance
+
:'''Add support for Pay Class and Fee Paid.'''
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
  
−
Dispatch Schedule
 
−
:The order maintenance window now opens faster than previously when adding/editing an order.
 
  
−
===Ticketing Module===
+
====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.
  
−
Ticketing Order Maintenance
+
:'''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.'''
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Credit Card Preapprovals
+
====Ticket Maintenance====
−
:'''Maintain order grid position after editing order, accepting changes or cancelling changes.'''
 
−
:'''Add status message to indicate whether changes were saved or discarded.'''
 
−
:'''Improve performance when orders are loaded and when changes are saved.'''
 
−
:The order maintenance window now opens faster than previously when editing an order.
 
  
−
A/R Customer Maintenance<BR>
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
−
A/R Inquiry
 
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
  
−
A/R Job Price Maintenance
 
−
:'''Prevent entry of invalid email address in Contacts grid and on Email Job dialog (existing invalid email address will be highlighted.)'''
 
  
−
===Quote Module===
+
====Ticket Printing====
  
−
Quote Maintenance
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
−
:'''Prevent entry of invalid email address in Contacts grid and on Email Quote dialog (existing invalid email address will be highlighted.)'''
 
−
:When adding a new quote, load contacts from the prospect/customer into the Contacts grid.
 
−
:When booking a job, copy the quote-specific contacts to the job.
 
−
:When booking a job to a new customer, update the quote-specific contacts to the new customer.
 
−
:Fix issue where quote-specific contacts for a new quote were not visible.
 
  
−
Quote Prospect Maintenance
 
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
  
−
===Accounts Payable Module===
+
====Truck Demand Graph====
  
−
A/P Vendor Maintenance
+
:'''Now supports up to 10 "Demand Graph" tabs.'''
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
  
−
===Payroll Module===
 
  
−
Payroll Employee Maintenance
+
===Ticketing Module===
−
:'''Prevent entry of invalid email address (existing invalid email address will be highlighted.)'''
 
  
−
===General===
+
====End Of Day====
  
−
System Menu
+
:'''Changed "Check No." column to "Pay Class".'''
−
:'''Custom menu options may now be placed into the company database.'''
 
−
:Fix error message when menu is closed with Dispatch Schedule window open.
 
  
−
===Services===
 
  
−
Application Server
+
====Order Maintenance====
−
:'''Add "DOC_LINK" field when sending dispatch events.'''
 
−
:Fix to send order complete notification when order status manually set to Complete.
 
  
−
Device Server
+
:'''Add "Ext Price" column to the Products grid.'''
−
:'''Add "TicketKey" field when sending dispatch events to Keystone Online.'''
 
−
:Fix date/time conversion when sending dispatch events to Keystone Online.
 
  
−
Keystone REST Server
 
−
:Fix date/time conversion to properly handle Stonemont date/time format (introduced in 3.6.12.)
 
  
−
==Build 3.6.12 - 5/15/2020==
+
====Ticket Printing====
  
−
===Dispatch Module===
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
  
−
Dispatch Batch Weights Report<BR>
 
−
Dispatch End of Day<BR>
 
−
Dispatch Re-transfer Tickets
 
−
:Use BW_RECKEY to link batch weights with tickets.
 
  
−
Dispatch Order Maintenance
+
====Tickets Maintenance====
−
:'''Add ability to copy Contacts from contacts grid when copying an order.'''
 
  
−
===Ticketing Module===
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
  
−
Ticketing End of Day<BR>
 
−
Ticketing Re-transfer Tickets
 
−
:Use BW_RECKEY to link batch weights with tickets.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Import Tickets
+
====Base Product Maintenance====
−
:When importing remote tickets clear the DOC_LINK and BW_RECKEY ticket fields.
 
  
−
A/R Job Price List
+
:'''New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.'''
−
:'''Add ability to select job form from drop-down list if there is more than one job form available.'''
 
  
−
A/R Job Price Maintenance
 
−
:'''Add ability to email/preview the job price form.'''
 
−
:'''Add drop-down list of available forms to Preview/Print/Email buttons.'''
 
  
−
===Quote Module===
+
====Credit Limit Report====
 +
 
 +
:UI Issue: "Credit Limit Threshold %" label text cutoff.
 +
 
 +
 
 +
====Credit Review Report====
  
−
Quote Maintenance
+
:'''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.)'''
−
:'''Add ability to select quote form from drop-down list on Preview button.'''
 
  
−
===Cash Management Module===
 
  
−
C/M Statement Reconciliation
+
====Customers List====
−
:Revert change made in version 3.6.6.5 so the transaction list once again includes voids/reversals.
 
  
−
===Payroll Module===
+
: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.
  
−
Payroll Tax Library
 
−
:'''Updated to 2020-R6 version.'''
 
  
−
===General===
+
====Inventory Batch List====
  
−
Query Export
+
:'''When printing a Physical Inventory batch, add "Ticket No." column to the report.'''
−
:Use server time zone when exporting times in JSON format.
 
  
−
===Services===
 
  
−
Application Server
+
====Inventory Status Report====
−
:Set BATCH_END_DT properly in ticket table when batch results are processed and the truck's current status is not Begin Load.
 
  
−
Device Aggregator
+
:All quantity fields will now show four decimal places to match other inventory reports.
−
:When processing batch weights use LoadDT from batch results when looking up tickets.
 
−
:When processing batch weights establish BW_RECKEY link between batch weights and ticket.
 
  
−
Device Server
 
−
:'''Add SMTP batch control device (ticket notification for concrete and aggregate plants.)'''
 
−
:'''Add SendGrid email support for batch weights and order complete notifications.'''
 
−
:Include "OrderId" field when sending dispatch events to Keystone Online.
 
  
−
Keystone REST Server
+
====Inventory Valuation Report====
−
:'''Add GRS Legacy API.'''
 
−
:Use BW_RECKEY to link batch weights with tickets.
 
−
:'''Add ability to specify time zone conversion by API and endpoint.'''
 
−
:Fix exception when processing body content that contained an array.
 
−
:Fix "Argument Out of Range" exception when processing JSON array.
 
−
:Fix REST client link to consider HTTP status codes between 200-299 as success.
 
−
:Do not apply a time zone offset when the date/time value contains only a date.
 
−
:'''Driver API: Add "batwtcontacts" and "ordcompcontacts" to truckticketinfo endpoint.'''
 
−
:Driver API: Improve efficiency of "contacts" and "tickets" queries in notifyordercomplete endpoint.
 
−
:Driver API: Fix notifyordercomplete and truckticketinfo endpoints to check ACTIVE_FLAG on all master tables.
 
−
:'''FX API: Add "matreqday" result array to materialrequiredbyhour endpoint.'''
 
−
:GRS API: Fix calculation of "timeInCurrentStatus" field.
 
−
:GRS Legacy API: Fix calculation of "timeInCurrentStatus" field.
 
−
:Quote API: Use server local time zone on time fields.
 
−
:Quote API: Fix syntax error in calc expression for WonLostDate field in Quote PUT endpoint.
 
−
:Stonemont QC API: Revert defaults for "begindate" and "enddate" parameters for xbatchresults, xbatchresultlist and xbatchresultscondensed endpoints.
 
  
−
==Build 3.6.11 - 4/24/2020==
+
:The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative.
  
−
===Dispatch Module===
 
  
−
Dispatch Order Maintenance
+
====Invoice Register (Month End)====
−
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
−
:Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
 
  
−
Dispatch Ticket Maintenance
+
:'''Add user checkbox to include the Email Status on the report.'''
−
:Fix Batch Weights grid to filter based on Ticket Date.
 
  
−
===Ticketing Module===
 
  
−
Ticketing Order Maintenance
+
====Open Ticket Stack====
−
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
−
:Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
 
  
−
===Accounts Receivable Module===
+
:'''Add Pay Class and Fee Paid as optional fields.'''
  
−
A/R Customer Maintenance<BR>
 
−
A/R Job Price Maintenance
 
−
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
  
−
A/R Email Invoices
+
====Payment Processor Remittance====
−
:Significant reduction in size of PDF attachment when printing/emailing invoice that includes E-Ticket PDFs.
 
  
−
A/R Print Invoices<BR>
+
:'''New option added to the A/R Month End menu.'''
−
A/R Reprint Invoices
 
−
:Eliminate Product Summary group header printing at top of ticket document page.
 
  
−
A/R Sales Tax Rate Maintenance
 
−
:Fix exception "EDBClientError" (Key violation) when adding another locality rate where at least one already exists.
 
  
−
===Quote Module===
+
====Physical Inventory Entry====
  
−
Quote Maintenance<BR>
+
:'''Add "Ticket No." column to product grid.'''
−
Quote Prospect Maintenance
 
−
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
  
−
===General===
 
  
−
DataScope<BR>
+
====Print Invoices====
−
Query Export
 
−
:Fix so DELETE key deletes the query after confirmation (just like CTRL+DELETE does.)
 
−
:Fix "Missing data provider or data packet" when running a multi-company query for the second time within a session.
 
  
−
Reports
+
:'''Add "Billing Plant Id" selection.'''
−
:When previewing a single item report, always display the Select Printer dialog before printing.
 
−
:Fix reports that run through KServer to properly handle parameters containing spaces (for example, Job Ids.)
 
  
−
System Menu
 
−
:When processing a pending Keystone update, display an error message if the update file no longer exists on the server.
 
  
−
===Services===
+
====Sales Tax Report (Month End)====
  
−
Application Server
+
:Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.
−
:'''Trigger Order Complete notification when order status changed to Completed.'''
 
  
−
Device Aggregator
 
−
:'''Trigger Order Complete notification when processing batch results.'''
 
−
:When processing batch results use Load Date/Time from batch results as the ticket "Batch End Date/Time" value.
 
  
−
Device Server
+
====Open Ticket Stack====
−
:'''Add "SSLMethod" device parameter to SMTP client link.'''
 
−
:'''Add SMTP Email Order Complete notification device.'''
 
−
:'''Add Truck Number to batch weights notification email.'''
 
  
−
Keystone REST Server (KServer)
+
====Ticket Maintenance====
−
:Fix SetPostDataParams to set URI defined parameters from PostData only if the URI parameter value is not specified.
 
−
:Dispatch API V2: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
−
:Keystone Online Customer Portal API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
−
:Stonemont QC API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
−
:Windows Client Dispatch API V2: Fix "rdmDISchedule/cdsDIAvailTrucks" endpoint to keep BEG_DRIVER_DT and END_DRIVER_DT parameter values as-is (do not apply StartOfTheDay/EndOfTheDay functions.)
 
  
−
==Build 3.6.10 - 4/10/2020==
+
:'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.'''
  
−
===Dispatch Module===
 
  
−
Dispatch Order Maintenance
+
====Print Invoices====
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:'''Include Job contacts in Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
 
  
−
Dispatch Ticket Printing
+
====Re-Print Invoices====
−
:'''Send truck's Owner Code to batch control.'''
 
−
:'''Send Plant Name, Address and Phone Number fields to batch control.'''
 
−
:'''Send Batch Weight Notification email addresses to batch control.'''
 
  
−
Dispatch Truck Demand Graph
+
:'''Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)'''
−
:Fix "Update Error: Invalid URL" when clicking OK on the planning page (introduced in 3.6.7.)
 
  
−
===Ticketing Module===
 
  
−
Ticketing Order Maintenance
+
====Handwritten Invoice Entry====
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:'''Include Job contacts in Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
 
  
−
Ticketing Ticket Printing
+
====Ticket Inquiry====
−
:'''Send truck's Owner Code to batch control.'''
 
−
:'''Send Plant Name, Address and Phone Number fields to batch control.'''
 
−
:'''Send Batch Weight Notification email addresses to batch control.'''
 
  
−
===Accounts Receivable Module===
+
====Ticket Maintenance====
  
−
A/R Credit Review Report
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
−
:'''New option added to the Accounts Receivable menu.'''
 
  
−
A/R Customer Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
  
−
A/R Job Price Maintenance
+
===Accounts Payable Module===
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts always appear before job contacts.
 
  
−
===Quote Module===
+
====Vendors Maintenance====
  
−
Quote Maintenance
+
:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
  
−
Quote Prospect Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
  
 
===Cash Management Module===
 
===Cash Management Module===
  
−
C/M Cash Flow Summary Report
+
====Statement Reconciliation====
−
:'''New option added to the C/M Reports menu.'''
 
  
−
===General Ledger Module===
+
: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.)
  
−
G/L Trial Balance by Month
+
:Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.
−
:'''New option added to the G/L Reports menu.'''
 
  
−
===Payroll Module===
 
  
−
Payroll Company Summary Report
+
===General===
−
:'''New option added to the Payroll Reports/Inquiries menu.'''
 
  
−
Payroll Employee Summary Report
+
====Company Database====
−
:'''New option added to the Payroll Reports/Inquiries menu.'''
+
 
 +
: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.
  
−
Payroll Tax Library
 
−
:Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.)
 
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
====Application Server====
−
:'''Add ability to send ticket/batch weight information to multiple linked devices when processing batch weight results.'''
+
 
 +
:'''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.'''
 +
 
  
−
Device Server
+
====KServer External Quadrel API v2====
−
:'''Send truck's Owner Code to ULINK batch control as field #195.'''
 
−
:'''Add SMTP Email client support.'''
 
−
:'''Add EMAILNOTIFICATION batch control device.'''
 
−
:Fix "Division by Zero" exception in KOBATCHWEIGHTS device when actual weights are not specified or zero.
 
−
:Format "Batch Size" with two decimal places in KOBATCHWEIGHTS device.
 
  
−
Keystone REST Server (KServer)
+
:'''New API for Quadrel.'''
−
:Driver API: Fix "truckticketinfo" endpoint to ignore contacts with blank email addresses.
 
−
:Quote API: Fix "quote" post endpoint to default LastRevisedDate to QuoteDate.
 
−
:Windows Client Dispatch API v2: Remove truck demand graph queries.
 
  
−
==Build 3.6.9 - 4/3/2020==
 
  
−
===Dispatch Module===
+
====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.'''
 +
 
  
−
Dispatch Schedule
+
====Keystone REST Server (KServer)====
−
:Sometimes a truck cannot be dragged onto an order.
 
  
−
===General===
+
:'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.'''
  
−
Reports
 
−
:'''Allow user to add additional attachments in the Send Email dialog.'''
 
  
−
Windows Client
+
====KServer Dispatch API v2====
−
:Raise exception when KServer HTTP response status code is not 200 or 304.
 
−
:Raise more meaningful exception when KServer HTTP response is not a valid JSON object.
 
  
−
===Services===
+
====KServer Keystone Online Customer Portal API====
  
−
Device Server
+
:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.
−
:'''Add KOBATCHWEIGHTS batch device to send rendered batch weights image to Keystone Online.'''
 
−
:'''Add INFO_BUSINESSID device configuration parameter to Keystone Online Batch device.'''
 
  
−
==Build 3.6.8 - 3/27/2020==
+
==Release 5.3.2.0 - 7/10/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Reports
+
====Void Tickets====
−
:Exclude office tickets on Hold.
+
 
 +
:Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)
 +
 
  
−
===Accounts Receivable Module===
+
===Quote Module===
  
−
A/R Import Tickets
+
====Quote Maintenance====
−
:Fix Catastrophic Failure exception when importing online tickets.
 
  
−
A/R Plant Maintenance
+
:UI Issue: Widened Quote Id column to show the entire Quote Id.
−
:'''Add "E-Ticket Form Type" field.'''
 
  
−
A/R Salesperson Maintenance
 
−
:'''Add "E-Ticket Form Type" field.'''
 
  
 
===General===
 
===General===
  
−
System Option Maintenance
+
====Windows Client====
−
:'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
+
 
 +
: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===
  
−
Keystone REST Server (KServer)
+
====Device Aggregator====
−
:Fix Access Violation exception for endpoints with non-SELECT queries.
 
−
:Avoid reprocessing Calc parameters during non-SELECT queries.
 
−
:Fix "Cannot open / define command, which does not return result sets" exception when running the cachegc query.
 
−
:'''Driver API: Add FormType field to truckticketinfo endpoint.'''
 
−
:FX API: Modify kpi and kpibymo endpoints to exclude office tickets on Hold.
 
−
:'''Quote API: Add Notes1, Notes2 fields to Quote calls.'''
 
  
−
==Build 3.6.7 - 3/20/2020==
+
: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===
 
===Dispatch Module===
  
−
Dispatch Blank Time Fields Report<BR>
+
====On Hand Inquiry====
−
Dispatch Detailed Yardage Report<BR>
+
 
−
Dispatch Driver Time/Yardage Analysis Report<BR>
+
:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
−
Dispatch Late Time Report<BR>
+
:UI Issue: Fix "Product Base" label so it isn't cutoff.
−
Dispatch Order Time/Yardage Analysis Report<BR>
 
−
Dispatch Plant Production Report<BR>
 
−
Dispatch Plant Time/Yardage Analysis Report<BR>
 
−
Dispatch Ticket Time Analysis Report
 
−
:Now includes only Concrete Mix product types.
 
  
−
Dispatch Order Maintenance
+
:'''Add F4 search to "Product Base" field.'''
−
:'''Add field change event when Ovr Load Size changed for a load.'''
 
−
:'''Add event when product is added, changed or deleted.'''
 
−
:'''Show customer credit warning based on Show Order Warning customer checkbox.'''
 
  
−
Dispatch Order Time/Yardage Analysis Report
 
−
:'''Add Driver Id selection and print Driver Id on report.'''
 
  
−
Dispatch Schedule
+
====Order Maintenance====
−
:Performance improvement: add database procedure to obtain schedule totals.
 
−
:Performance improvement: new schedule queries that mimic pre-3.6 versions.
 
  
−
Dispatch Ticket Printing
+
:Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)
−
:'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
 
−
:Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
 
  
−
Dispatch Truck Demand Graph
 
−
:Graph data now obtained via KServer.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticketing Order Maintenance
+
====On Hand Inquiry====
−
:'''Show customer credit warning based on Show Order Warning customer checkbox.'''
+
 
 +
: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.'''
  
−
Ticketing Ticket Printing
 
−
:'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
 
−
:Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Auto Product Maintenance
+
====Products Maintenance====
−
:Fix summary display of Qty and Order Qty to show decimal places.
 
  
−
A/R Cash Posting Register<BR>
+
:Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)
−
A/R MTD Cash Posting Register
 
−
:'''Add Customer Class selection.'''
 
  
−
A/R Customer Maintenance
 
−
:'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.'''
 
  
−
A/R Import Tickets
+
====Sales Tax Report (Month End)====
−
:Fix issue with improperly deleting plant tickets when another user runs End Of Day during the online import process.
 
  
−
A/R Open Ticket Stack<BR>
+
:Add checkbox option to "Include Tax for Begin Balance Invoices."
−
A/R Ticket Maintenance
 
−
:'''Now defaults "Void Deleted Tickets" option to True.'''
 
  
−
A/R Plant Maintenance
 
−
:'''Require access code to delete a plant.'''
 
  
−
A/R Print Statements
+
====Void Invoice====
−
:Now prints void invoices that were voided after the statement date.
 
  
−
A/R Product Sales Report
+
:Fix exception "EOleException: Unsupported feature" when voiding an invoice (introduced in 5.3.)
−
:The YTD Qty, Sales and Gross Profit columns have been widened.
 
  
−
A/R Summary Sales Report
 
−
:'''Add Highest YTD Sales report sequence.'''
 
  
−
===Quote Module===
+
====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.)
  
−
Quote Maintenance
 
−
:'''Show Credit Status and indicate Blocked status in red color.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Inquiry
+
====Check Register (Month End)====
−
:'''Show P.O. Number on P.O. Receipts History grid.'''
+
 
 +
:'''Add "Session No." sequence option.'''
 +
 
  
−
A/P Select Invoices for Payment
+
====Check Register====
−
:'''Add Description as an optional grid field.'''
 
  
−
===Cash Management Module===
+
====Check Register (Month End)====
  
−
C/M Statement Reconciliation
+
:The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column.
−
:'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.'''
+
:When printing the Summary report, the "Inv Bal" column is no longer printed.
−
:Exclude voids/reversals in transaction grid.
+
:When printing the Detail report, the "Inv Bal" column is no longer totalled.
  
−
Enter C/M Balances
 
−
:No longer asks for offsetting G/L entries.
 
  
−
Import C/M Transactions
+
===General===
−
:'''Import transactions to a batch instead of directly into C/M transaction tables.'''
 
−
:'''Support new simplified import format.'''
 
−
:'''Add File Contains Header checkbox to ignore header record in import file.'''
 
−
:Improve CSV import to handle unquoted strings containing spaces.
 
  
−
Post Imported C/M Transactions
+
====Company Database====
−
:'''New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.'''
 
  
−
===Payroll Module===
+
:'''Updated to version 28.06.'''
  
−
Payroll Print Direct Deposit Stubs
 
−
:Fix to use direct deposit stub form by default (introduced in 3.6.5.1.)
 
  
−
Payroll Tax Library
+
====Windows Client====
−
:'''Updated to 2020-R4 version (AR, DC, MD, MO, OR states.)'''
 
  
−
Payroll Timecard Maintenance
+
:Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.
−
:'''Show Employment Status and indicate Terminated status in red color.'''
 
  
−
===General===
 
  
−
Batch Maintenance
+
===Services===
−
:Validate dates before posting the batch.
 
  
−
DataScope<BR>
+
====Application Server====
−
Query Export
 
−
:Fix to show descriptive error message when query is invalid (introduced in 3.6.5.4.)
 
  
−
File Maintenance
+
:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.
−
:Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
 
  
−
===Services===
 
  
−
Keystone REST Server (KServer)
+
====Device Aggregator====
−
:Support SELECT queries that don't begin with the word SELECT.
 
−
:Fix exception when kserver.ini file change detected but file is in use.
 
−
:Fix exception when decompressing request body.
 
−
:Quote API: Add last revised date parameters to QuoteList endpoint.
 
−
:Quote API: Add LastRevisedDate field to QuoteList endpoint.
 
−
:Windows Client Dispatch API v2: New schedule queries that mimic pre-3.6 versions.
 
−
:Windows Client Dispatch API v2: Add Truck Demand Graph queries.
 
  
−
==Build 3.6.6 - 2/11/2020==
+
:'''When processing batch results, attempt to determine Load Date using associated Ticket Date, fall back to System Date if no associated ticket is found.'''
  
−
===Dispatch Module===
 
  
−
Dispatch Order Maintenance
+
====Device Server====
−
:'''Add "Carry Order Balance" checkbox to Copy Order dialog. '''
 
  
−
Dispatch Schedule
+
:'''ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.'''
−
:Performance improvement when switching the schedule between today and up to 10 days in the future.
 
  
−
===Accounts Receivable Module===
+
:'''Add "KServer" GPS status device.'''
  
−
A/R Print Invoices
 
−
:Use Check Date instead of Ticket Date when processing ticket payments.
 
  
−
A/R Product List
+
====KServer External AICrete API v1.1====
−
:Fix page overflow issue when "Show Assemblies" checkbox is checked.
 
  
−
A/R Product Maintenance
+
:'''New AICrete API which uses Keystone Relay.'''
−
:When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated.
 
  
−
===Payroll Module===
 
  
−
Print Direct Deposit Stubs<BR>
+
====KServer Keystone Online GPS API====
−
Print Paychecks<BR>
 
−
Re-Print Direct Deposit Stubs<BR>
 
−
Re-Print Paychecks
 
−
:'''Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.'''
 
  
−
Re-Print Direct Deposit Stubs<BR>
+
:'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.'''
−
Re-Print Paychecks
 
−
:Load the proper form at startup based on the last selected form.
 
  
−
SUTA E-File Export
 
−
:'''Save the Employer Email field from run to run.'''
 
  
−
===General===
+
====Keystone REST Server (KServer)====
  
−
DataScope<BR>
+
:'''Add ability to send GPS status information to the Device Aggregator.'''
−
Query Export
 
−
:'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
 
  
−
Online (F1) Help
 
−
:Fixed for internal help system changes.
 
  
−
Web Update
+
====KServer External AICrete API====
−
:Eliminate issue with SonicWall firewalls blocking Keystone web update.
 
  
−
===Services===
+
====KServer External AICrete API v1.1====
  
−
Keystone REST Server (KServer)
+
:Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.
−
:Fix issue when restoring a company database where all pooled connections to all databases would be closed.
 
−
:'''GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.'''
 
−
:'''GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.'''
 
−
:'''Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.'''
 
  
−
==Build 3.6.5 - 1/21/2020==
+
==Release 5.3.0.0 - 6/17/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Ticket Printing
+
====Driver Call-In Report====
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Ticketing Module===
+
:'''Add "Customer Name" to the report.'''
  
−
Ticketing Ticket Printing
 
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Payroll Module===
+
====Email Orders====
  
−
ACA 1094/1095 Export
+
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
−
:'''Compliance testing for 2019 completed.'''
 
  
−
Calculate Payroll
+
:'''Add "Cutoff Date" when selecting orders by customer. '''
−
:'''Only apply federal/state additional withholding amounts if the appropriate checkbox is checked in Timecard Maintenance for the current check being processed.'''
+
:'''Show "Delv Date" on the order grid.'''
  
−
Payroll Tax Library
 
−
:'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
 
  
−
Payroll Timecard Maintenance
+
====On Hand Inquiry====
−
:'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.'''
 
  
−
Prepare Payroll
+
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
−
:'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
 
  
−
===General===
 
  
−
Automatic Products
+
====Order Maintenance====
−
:Significant performance improvement when processing Automatic Products.
 
  
−
Form Reports
+
: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.
−
:'''Add ability to specify shading color for boxes on forms.'''
 
  
−
Windows Client Options
+
: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.
−
:Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher.
 
  
−
===Services===
+
:'''Add an order event when the "Reprice" function is used.'''
  
−
Application Server
+
:'''Add "Sales Territory" field.'''
−
:'''Add support for Federal 2020 W-4 payroll tax calculation formula.'''
 
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Device Server
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Keystone REST Server (KServer)
 
−
:'''Driver API: Add "driverinfo" endpoint.'''
 
  
−
===Database===
+
====Schedule====
  
−
Company Database
+
:'''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.'''
−
:'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
 
  
−
==Build 3.6.4 - 12/23/2019==
+
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
  
−
===Payroll Module===
+
:'''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.'''
  
−
Payroll Tax Library
+
:'''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.'''
−
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
  
−
===Services===
+
: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.
  
−
Application Server
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
−
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
  
−
Keystone REST Server (KServer)
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
−
:Reduce lock contention for InterBase database connections.
 
−
:Reduce lock contention for SQLite database connections.
 
  
−
==Build 3.6.3 - 12/20/2019==
 
  
−
===Dispatch Module===
+
====Ticket Printing====
  
−
Dispatch End of Day<BR>
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
Dispatch Re-Transfer Tickets
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Dispatch Order List
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
−
===Ticketing Module===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
Ticketing End of Day<BR>
+
:'''Add "Sales Territory" field.'''
−
Ticketing Re-Transfer Tickets
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Ticketing Order List
 
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
−
===Accounts Receivable Module===
+
====Truck Demand Graph====
  
−
A/R Open Ticket Stack
+
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
−
:When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.
 
  
−
A/R Quick Ticket Entry
 
−
:'''Bring down Ticket Time from previous line.'''
 
  
−
A/R Sales Tax Rate Maintenance
+
====Order Maintenance====
−
:'''Show total tax authority rate based on current system date.'''
 
−
:'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
 
−
:'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
 
−
:'''Remove # column on the tax locality tax rates grid.'''
 
−
:'''Move G/L Account column after Method column on tax rates grid.'''
 
−
:'''The tax rates grid can no longer be edited.'''
 
−
:'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
 
−
:'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
 
−
:'''Show locality rates in tax authority detail grid based on current system date.'''
 
−
:'''Move U/M column to end of grid, move to bottom on new pop-up form.'''
 
  
−
A/R Ticket Maintenance
+
====Ticket Printing====
−
:Assign Job Class field from the job when the Job Id is changed.
 
  
−
A/R Void Invoice
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
−
:Reset grid column sorting/filtering after void.
 
  
−
===Accounts Payable Module===
+
:'''Add "Bill As Plant" field.'''
  
−
A/P Handwritten Check Entry
 
−
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
 
  
−
A/P Invoice Vouchering
+
===Ticketing Module===
−
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
  
−
A/P Vendor Maintenance
+
====On Hand Inquiry====
−
:'''Add Mobile phone number column to Contacts grid.'''
 
  
−
===General Ledger Module===
+
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
  
−
G/L Print Account Segments
 
−
G/L Source Code List
 
−
:Fix exception "EOleException: Internal Server Error" when running the report.
 
  
−
===Job Cost Module===
+
====Order Maintenance====
  
−
J/C Import Transactions
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
  
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Order Stack====
−
:'''Support date value for company and employee factors.'''
 
−
:'''Support date comparison in formulas.'''
 
  
−
Payroll Federal & State W-2 Export (Web Portal)
+
:'''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.'''
−
:'''Completed 2019 W-2 compliance testing.'''
 
  
−
Payroll Re-Print Direct Deposit Stubs
+
:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
−
Payroll Re-Print Paychecks
 
−
:'''Add "Labor Class" to selection criteria.'''
 
  
−
Payroll Tax Library
 
−
:'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
 
  
−
Payroll Void Paychecks
+
====Ticket Printing====
−
:Optimize queries to significantly improve performance.
 
−
:Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
 
  
−
==Build 3.6.2 - 12/6/2019==
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
===Dispatch Module===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
Dispatch Order Maintenance<BR>
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
Dispatch Ticket Printing
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
Dispatch Order Maintenance
 
−
:When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.
 
−
:The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Schedule
+
===Accounts Receivable Module===
−
:'''Add Cust Id as an optional schedule grid field.'''
 
−
:'''Add Plant Screen Id to form caption of plant popup demand graph.'''
 
−
:Fix potential call to refresh schedule data before the program has finished initializing.
 
−
:Fix potential issue where program may not be initialized properly.
 
−
:Prevent timer schedule refresh when shipping a truck.
 
−
:Prevent timer schedule refresh when a modal dialog is open.
 
−
:Trucks assigned to a customer can no longer be dragged to orders for other customers.
 
−
:The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Void Ticket
+
====A/R Inquiry====
−
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
 
  
−
===Ticketing Module===
+
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
  
−
Ticketing Order Maintenance<BR>
+
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
−
Ticketing Ticket Printing
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Automatic Product Maintenance
+
====Aged Trial Balance====
−
:'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
 
−
:'''Add hint to Start/End Date fields.'''
 
−
:'''Show Start/End Date using 4 digits for the year on the summary grid.'''
 
  
−
A/R Import Tickets<BR>
+
:'''Add "Credit Manager" selection.'''
−
A/R Ticket Maintenance
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
 
  
−
A/R Open Ticket Stack
 
−
:'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
 
−
:Fix Access Violation exception when attempting to email a document image from the document preview window.
 
  
−
A/R Plant Maintenance
+
====Customer Prices List====
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
−
:'''Copy Dispatch Warning when copying plant products.'''
 
  
−
A/R Print Invoices<BR>
+
:'''Add "Exp Date" field to report.'''
−
A/R Reprint Invoices
 
−
:Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
 
  
−
A/R Product Maintenance
 
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
−
:'''Copy Dispatch Warning when copying plant products.'''
 
−
:'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
 
  
−
A/R Quick Ticket Entry
+
====Customer Prices Maintenance====
−
:'''Default Ticket Time field to current system time when entering new tickets.'''
 
  
−
===Quoting Module===
+
:'''Add "Exp Date" field to price grid.'''
  
−
Quote Prospect Maintenance
 
−
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
  
−
===Accounts Payable Module===
+
====Customers Maintenance====
  
−
A/P Invoice Vouchering
+
:'''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.)'''
−
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
 
  
−
===General Ledger Module===
+
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
  
−
G/L Transaction Entry
+
:'''Add "Credit Manager" field.'''
−
:When posting a batch, use the current User Id when creating the reversing batch.
 
  
−
===Payroll Module===
+
:'''Add Email To Job option to Contacts grid.'''
  
−
Payroll ACA 1094/1095 Export
+
:'''Add field change events for the customer address fields.'''
−
:'''Updated for 2019 changes.'''
 
  
−
Payroll SUTA E-File Export
+
:'''Add function button to switch to A/R Inquiry for the current customer.'''
−
:'''Updated for 2020 changes (PA).'''
 
  
−
Payroll Tax Library
 
−
:'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)'''
 
  
−
Payroll W-2 E-File Export
+
====Divisions Maintenance====
−
:'''Updated for 2019 changes (MA).'''
 
  
−
===General===
+
:'''Add Company Info tab to support A/P 1099 by division.'''
  
−
Setup Installer
 
−
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
 
  
−
Report Preview
+
====Drivers Maintenance====
−
:'''Add mouse wheel support to preview window.'''
 
  
−
General
+
:'''Add "Start Date" field.'''
−
:Remove Database Connected indicator in the top right of every Keystone screen.
 
  
−
===Services===
 
  
−
Application Server
+
====Email Invoices====
−
:Do not log the prepare remote data queries for the remote company database.
 
  
−
Keystone REST Server (KServer)
+
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
−
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
 
−
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
 
−
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
 
−
:Fix query statistics to separate by company (previously all companies were aggregated together.)
 
−
:Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
 
−
:FX API: Optimize queries in "kpibud" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.
 
  
−
==Build 3.6.1 - 11/5/2019==
 
  
−
===Dispatch Module===
+
====Invoiced Tickets List (Month End)====
  
−
Dispatch Order Maintenance
+
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
−
:For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.
 
  
−
Dispatch Schedule
 
−
:'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
 
−
:'''Performance improvement when refreshing the schedule.'''
 
−
:'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''
 
  
−
===Ticketing Module===
+
====Job Prices Maintenance====
  
−
Order Stack
+
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
 
  
−
===Accounts Receivable Module===
+
:'''Add "Description" column to the Auto Products grid.'''
  
−
A/R Customer Maintenance
+
:'''Add "Sales Territory" field.'''
−
:'''Add Customer Color field to the Information tab.'''
 
−
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
 
  
−
A/R Driver Maintenance
+
:'''Add field change event for the C.O.D. field.'''
−
:'''Add Driver Color field.'''
 
  
−
A/R Import Tickets
 
−
:Fix "Field TRUCK_CLASS not found" exception when importing online tickets.
 
−
:Fix remote ticket import to work properly with re-exported ticket files.
 
  
−
A/R Truck Maintenance
+
====Open Ticket Stack====
−
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
 
−
:'''Allow column sorting and column customization on GPS grid.'''
 
  
−
===Accounts Payable Module===
+
:'''Add "Bill As Plant" as an optional grid field.'''
  
−
A/P Invoice Vouchering
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
−
:Fix delay when scrolling up/down on the invoice grid.
 
  
−
===Payroll Module===
 
  
−
Tax Library
+
====Print Invoices====
−
:'''Updated to 2019-R11 version (MN.)'''
 
  
−
===General===
+
:'''Add "Posted" indication in session log when invoices are posted.'''
  
−
Reports
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
−
:Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
 
−
:Fix handling of Active/Inactive checkboxes for several reports.
 
  
−
Setup Installer
 
−
:Force KServer service start when updating the master application server.
 
−
:Updated Visual C++ 2013 Runtime libraries.
 
  
−
===Services===
+
====Sales Territories List====
  
−
Device Aggregator
+
:'''New option added to the A/R File List menu.'''
−
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
 
  
−
Device Server
 
−
:'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
 
−
:'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
 
  
−
Keystone REST Server (KServer)
+
====Sales Territories Maintenance====
−
:'''Improved cache version handling to avoid update conflicts.'''
 
−
:'''Improved communication method with Windows clients.'''
 
−
:'''Improved query statistics.'''
 
−
:'''Improved server statistics.'''
 
−
:'''Miscellaneous performance improvements.'''
 
−
:'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
 
−
:'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
 
−
:'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
 
−
:'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
 
−
:'''FX API: Add trucksbystatus endpoint.'''
 
−
:'''Online Customer Portal API: Add customerlist endpoint.'''
 
−
:'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
 
−
:'''Windows Client Dispatch API: Optimized schedule queries.'''
 
−
:No longer processes AUTORUN queries one minute after startup.
 
−
:No longer runs database queries if the database version is not current.
 
−
:FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
 
−
:Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
 
  
−
==Build 3.6 - 8/30/2019==
+
:'''New option added to the A/R File Maintenance menu.'''
  
−
===Dispatch Module===
 
  
−
Concrete Calculator
+
====Salespeople Maintenance====
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
:'''Add sales territory grid.'''
−
</blockquote>
 
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
 
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
====Voided Tickets Report====
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:The Ticket Number will now properly show all 7 digits on the report.
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
 
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
====A/R Inquiry====
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
====Cash Posting====
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
:'''Add "Unit Disc" field to Ticket History grid.'''
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
 
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
====A/R Inquiry====
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
====Cash Posting====
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Job Prices Maintenance====
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
 
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
====Cash Posting Register====
  
−
Reload ticket customer prior to generating batch control data.
+
====Cash Posting Register (Month End)====
−
</blockquote>
 
−
Truck Demand Graph
 
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
 
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
====Comparative Customer Sales====
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
====Customer Sales History====
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
====Customer Sales by Job====
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Customer Sales by Product====
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
====Daily Plant Sales====
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
====Product Sales====
  
−
When copying an order, verify that the Customer Id field is not blank.
+
====Product Sales History====
−
</blockquote>
 
−
Order Stack
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
+
====Product Sales by Customer====
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
====Summary Sales====
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
:'''Add "Sales Territory" selection.'''
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
 
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Driver Report====
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
====Driver Report (Month End)====
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
:'''Add "Driver Name" to the report.'''
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
 
  
−
Reload ticket customer prior to generating batch control data.
+
====Print Invoices====
−
</blockquote>
 
−
===Accounts Receivable Module===
 
  
−
A/R Cash Posting
+
====Re-Print Invoices====
  
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
+
:'''When printing the product summary, list the mix product first.'''
−
</blockquote>
 
−
A/R Inquiry
 
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
 
−
</blockquote>
 
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
===Quote Module===
  
−
'''Italicize inactive automatic products on the main grid.'''
+
====Quote Maintenance====
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
</blockquote>
 
−
Credit Card Pre-Approval
 
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
−
</blockquote>
 
−
Import Tickets
 
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
+
:'''Add "margin warning" to Cost Estimator.'''
  
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
+
:'''Add "Default Tkt/Ord Products" system option.'''
  
−
'''Significant performance improvement when importing online and remote tickets.'''
+
:'''Add "Sales Territory" field.'''
  
−
Show reconcile error dialog when a required field has an invalid value.
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
  
−
Display message and abort when errors occur when applying tickets to the database.
 
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
  
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
+
====Prospect Maintenance====
−
</blockquote>
 
−
Job Price Maintenance
 
  
−
<blockquote>'''Add ability to set the &quot;Tkt/Ord Products&quot; field to a specific value whenever a new job is added (contact support if you need this feature.)'''
+
====Quote Maintenance====
−
</blockquote>
 
−
Open Ticket Stack
 
  
−
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
 
  
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
===Accounts Payable Module===
  
−
Fix Access Violation exceptions and issues with column sorting.
+
====Email ACH Stubs====
−
</blockquote>
 
−
Physical Inventory Entry
 
  
−
<blockquote>Prevent entering a negative count.
+
:The Status column in the grid will now always show the most recent email status.
−
</blockquote>
 
−
Plant Maintenance
 
  
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
 
−
</blockquote>
 
−
Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
====Select Invoices for Payment====
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
: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.
−
</blockquote>
 
−
Product Maintenance
 
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
:'''On the Pay Invoice dialog you can now change the payment method.'''
−
</blockquote>
 
−
Re-Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
 
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
====Vendors Maintenance====
−
</blockquote>
 
−
===Quote Module===
 
  
−
Print Quotes
+
:'''Add "Division" field to the 1099 Amounts grid.'''
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
 
−
</blockquote>
 
−
Quote Maintenance
 
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
+
====A/P ACH Export====
−
</blockquote>
 
−
===Accounts Payable Module===
 
  
−
A/P Handwritten Check Entry
+
====Re-Export A/P ACH====
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
 
  
−
When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
+
====1099 Audit List (Month End)====
−
</blockquote>
 
−
A/P Inquiry
 
  
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
====Federal & State 1099 Export====
  
−
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
:'''Add Division selection.'''
−
</blockquote>
 
−
Select Invoices for Payment
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
 
−
</blockquote>
 
−
Vendor Invoice History
 
  
−
<blockquote>Show Void Date for voided invoices.
+
====Handwritten Check Entry====
−
</blockquote>
 
−
===General Ledger Module===
 
  
−
Trial Balance
+
====Invoice Vouchering====
  
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
+
: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.)
  
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
 
−
</blockquote>
 
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Print Checks====
  
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
+
====Re-Print Checks====
−
</blockquote>
 
−
Company Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
+
: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".
−
</blockquote>
 
−
Employee Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
−
Tax Library
 
  
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
+
===Purchase Order Module===
−
</blockquote>
 
−
===General===
 
  
−
DataScope
+
====Purchase Orders List====
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
===Cash Management Module===
−
</blockquote>
 
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
+
====Statement Reconciliation====
−
</blockquote>
 
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
−
</blockquote>
 
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
−
</blockquote>
 
−
General
 
  
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
 
  
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
+
===General===
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
+
====Company Database====
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
:'''Updated to version 28.02.'''
  
−
'''Add support for security roles on custom queries.'''
 
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
====System Menu====
−
</blockquote>
 
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
 
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
====Windows Client====
  
−
'''Add support for security roles on custom queries.'''
+
:'''Add events for item rename/merge.'''
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
Do not include custom queries for non-existent or non-allowed menu keys.
 
  
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
 
−
</blockquote>
 
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
 +
 
 +
:Setup relay server connection info only for the main Keystone server.
 +
 
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
+
====Device Server====
  
−
'''Support multiple application servers at a single site.'''
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
  
−
'''Add log message when system license info changed.'''
+
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
  
−
Only send active load statuses when sending dispatch events.
+
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
−
</blockquote>
 
−
Device Aggregator
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
−
</blockquote>
 
−
Device Server
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''Add "Keystone Online" batch weight notification device.'''
  
−
'''Add &quot;Keystone Online&quot; batch control link.'''
 
  
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
+
====KServer External AICrete API v2====
  
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
+
:'''New API for AICrete which requires authorization header.'''
  
−
When voiding a ULINK ticket, Include failure message response in error log.
 
−
</blockquote>
 
−
Keystone REST Server (KServer)
 
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
====KServer External SalesInsight API v2====
  
−
'''Database Backup and Restore moved to KServer.'''
+
:'''New API for SalesInsight.'''
  
−
'''Keystone Update moved to KServer.'''
 
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
====KServer Keystone Online Customer Portal API====
  
−
'''Some file lists and reports have been moved to KServer.'''
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
  
−
'''Document Imaging document list/document retrieval moved to KServer.'''
 
  
−
'''Improved logging capabilities.'''
+
====KServer Keystone Online Dashboard API====
  
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
+
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
  
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
 
  
−
'''Add support for &quot;list&quot; parameters.'''
+
====KServer Keystone Online E-Ticketing API====
  
−
'''Add support for &quot;MS Access&quot; databases.'''
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
  
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
 
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
+
====KServer Windows Client A/R API====
  
−
'''Support singleton auto-run item (once per server.)'''
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
  
−
'''Version API: Add statistics endpoints.'''
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
 
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
====KServer Windows Client Device API v2====
  
−
'''Improved query caching method.'''
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
  
−
'''Add Keystone Online Customer Portal API.'''
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
  
−
'''It is no longer necessary to create separate configuration options for each company database.'''
 
  
−
Several fixes in cache handling, logging and multi-threading logic.
+
====Keystone REST Server (KServer)====
  
−
Handle escaped characters correctly in query parameter values.
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
----
  
−
Delay AUTORUN processing for one minute after startup.
+
[[Release Notes for Keystone 5.2.x]]
  
−
Use single background task to communicate with device aggregator that reads a queue of commands.
+
[[Release Notes for Keystone 5.1.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
+
[[Release Notes for Keystone 5.0.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
+
[[Release Notes for Keystone 4.7.x]]
  
−
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
+
[[Release Notes for Keystone 4.6.x]]
  
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
+
[[Release Notes for Keystone 4.5.x]]
  
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
+
[[Release Notes for Keystone 4.4.x]]
  
−
Stonemont API: Fix &quot;xbatchresultlist&quot;, &quot;xbatchresults&quot; and &quot;xbatchresultscondensed&quot; queries to no longer move the begindate parameter to the start of the day.
+
[[Release Notes for Keystone 4.3.x]]
  
−
When running autorun query, first check that database version is current, abort if not.
+
[[Release Notes for Keystone 4.2.x]]
  
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
+
[[Release Notes for Keystone 4.1.x]]
  
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
+
[[Release Notes for Keystone 4.0.x]]
−
</blockquote>
 
  
−
----
+
[[Release Notes for Keystone 3.6.x]]
  
 
[[Release Notes for Keystone 3.5.x]]
 
[[Release Notes for Keystone 3.5.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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