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>
  
−
<p></p>
+
==Release 5.4.0.0 - 9/16/2026==
−
<p><b>IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.</b></p>
 
  
−
==Build 4.1.5 - 4/7/2022==
+
===Dispatch Module===
  
−
===Dispatch Module===
+
====End Of Day====
 +
 
 +
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
  
−
Order Maintenance
 
−
:The "warnings" pop-up will no longer appear when clicking the CANCEL button.
 
  
−
Schedule
+
====Open Ticket Stack====
−
:Fix so load times are properly rescheduled after a load is shipped early/late (introduced in 4.1.3.2.)
 
  
−
Ticket Printing
+
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
−
:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)
 
  
−
===Ticketing Module===
 
  
−
Order Maintenance
+
====Order Maintenance====
−
:Fix "EDBClient" exception message when copying an order.
 
  
−
Ticket Printing
+
:'''Now supports custom mix design by order (contact support if you need this feature.)'''
−
:When a form is configured for multiple copies, the second and subsequent copies will now be printed (introduced in 4.1.3.14.)
 
  
−
===General===
+
:Allow editing of order with incorrectly specified %/Qty Sold tax column.
  
−
Reports
+
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
−
:'''Add current time to "----Preview" and "----Print" portions of session log information.'''
 
−
:'''Add "User Cancelled" message to session log information when user clicks CANCEL while report query is running.'''
 
  
−
Windows Client
 
−
:When making a REST request to KServer, retry on socket errors 12029 (cannot connect to server) and 12030 (server connection error).
 
  
−
===Services===
+
====Schedule====
  
−
Keystone REST Server (KServer)
+
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
−
:Fix "Access Violation" exception when processing the "notifyorderroute" endpoint.
 
  
−
==Build 4.1.4 - 4/1/2022==
+
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
  
−
===Dispatch Module===
 
  
−
Edit Ticket Times
+
====Ticket Printing====
−
:'''Add optional grid fields (read only): Cust Id, Ship To 1, Ship To 2.'''
 
−
:'''Add Truck/Driver fields to grid (read only).'''
 
−
:'''Add ability to show/hide grid columns.'''
 
  
−
Order List
+
:'''Send custom mix design to batch control from job/order if specified.'''
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
−
Order Maintenance
+
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
−
:'''Prevent more than one user from editing the same order at the same time. (This is an optional feature, please contact support.)'''
 
−
:'''Add Override Time column to Loads tab.'''
 
−
:When copying an order and unchecking the Dispatch Warning field on the Advanced Copy dialog, bring the Dispatch Warning field from the associated job into the copied order.
 
−
:'''Add system option to allow editing of closed orders (contact support if you need this.)'''
 
−
:'''Lock order immediately when "Edit Order" option from the schedule order right-click menu is used. (This is an optional feature, please contact support.)'''
 
−
:Do not generate Product Deleted order event(s) when deleting an order.
 
−
:Fix exception "Cannot delete orders with events" when deleting a copied order.
 
  
−
Reprint Tickets
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
  
−
Schedule
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
−
:'''Add "Last Cust" and "Last Ld" optional columns to clocked-in trucks grid.'''
 
−
:'''Prevent an order from being shipped if the order is currently being edited in Order Maintenance. (This is an optional feature, please contact support.)'''
 
−
:'''After shipping a load early/late and selecting the option to reschedule subsequent loads, take the load Override Time into account.'''
 
−
:'''Add "View Order" option to Order right-click menu.'''
 
−
:'''Lock order while load shipping is in progress. (This is an optional feature, please contact support.)'''
 
  
−
Ticket Printing
+
:Improved performance of the Truck Id dropdown.
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 
  
−
Void Tickets
 
−
:When voiding a ticket, move down certain load fields to the next load.
 
  
−
===Ticketing Module===
+
====Truck Demand Graph====
  
−
Order List
+
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
−
:When "Show Product Prices" is checked, show prices based on whether the "Show Only COD Prices" system option is enabled.
 
  
−
Ticket Printing
+
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
−
:When generating a ticket from an order, use the plant default Tax Authority ONLY if the plant Tax Authority method is FORCENOEDIT.
 
  
−
===Accounts Receivable Module===
+
:'''The minimum Slot Length is now 1 minute.'''
  
−
A/R Inquiry<BR>
+
:Fixed the Delivery Time labels so they always reflect time of day.
−
Cash Posting
 
−
:Fix exception "Token unknown: NULL" when filtering Job Id using the Blanks or NonBlanks options and printing a statement form.
 
  
−
Cash Posting Register<BR>
 
−
MTD Cash Posting Register
 
−
:'''Add "Include Payment Portal Info" checkbox.'''
 
  
−
Job Names List
+
===Ticketing Module===
−
:Fix report layout to more closely match the old version (single line per job.)
 
  
−
Job Price Maintenance
+
====End Of Day====
−
:Set conditions based on plant type correctly when Plant No. changed.
 
  
−
Open Ticket Stack
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
−
:Fix exception "EDatabaseError: cdsMaster cannot perform this operation on an open dataset" when using the "Edit Tkt" button after changing the job on another ticket.
 
−
:'''Add "Ship To 1" and "Delv Inst 1" as optional grid fields.'''
 
  
−
Pre-Billing Audit List
 
−
:Add "Tax Authority" to Report Sequence options where appropriate.
 
  
−
Product Sales History Report
+
====Open Ticket Stack====
−
:Widen Qty Sold and Ext Price totals.
 
  
−
Reprint Tickets
+
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
−
:'''Add "Use Form COPIES" checkbox to choose whether to process the COPIES parameter within the form (default is unchecked.)'''
 
  
−
===Quote Module===
 
  
−
Print Quotes
+
====Order Stack====
−
:Fix U/M total line (correction to 4.1.0.2 fix.)
 
  
−
===Accounts Payable Module===
+
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
  
−
Handwritten Check Entry
 
−
:Fix incorrect G/L transaction amount for A/P accrual account entries when there is use tax on the invoice.
 
−
:Fix Use Tax G/L transaction to use Invoice Date as the transaction date.
 
  
−
===Purchase Order Module===
+
====Ticket Printing====
  
−
Print Purchase Orders
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
−
:Fix exception "Column unknown: PH.RECEIVED_DATE" when selecting by Order Date.
 
  
−
===Payroll Module===
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
  
−
Calculate Payroll
+
:Improved performance of the Truck Id dropdown.
−
:When calculating federal tax, process new 2020 W4 factors for W4 year 2020 or higher.
 
  
−
Employee Summary Report
 
−
:'''Add Active/Inactive employee selection.'''
 
  
−
Setup Formulas
+
===Accounts Receivable Module===
−
:'''Add "Tax Code" and "Tax Parameter" columns to Factors grid.'''
 
  
−
Tax Library
+
====A/R Aged Trial Balance====
−
:'''Updated to 2022-R4 version.'''
 
  
−
===Cash Management Module===
+
:'''Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.'''
  
−
Statement Reconciliation
+
:'''Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.'''
−
:Show "Portal CC" in the Check No column on the Deposit History dialog for portal credit card payments.
 
−
:'''Add "PP Ref No" column to the Deposit History dialog.'''
 
  
−
===General===
 
  
−
Batch Maintenance
+
====Cash Posting====
−
:Eliminate EDBClient exception when deleting a batch with more than one item.
 
  
−
Company Restore
+
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
−
:When restoring from a cloud backup, do not include DOC and SYS database backups.
 
−
:When restoring from a cloud backup, only include backups for the current company.
 
  
−
File Maintenance
 
−
:Fix F4 lookup issue when two or more items (customers, products, vendors, etc.) have the same description.
 
  
−
Reports
+
====Credit Card Pre-Approval====
−
:Force uppercase on string selection fields.
 
  
−
System Form Maintenance
+
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
−
:'''When previewing form, show all copies if the form contains a COPIES parameter greater than 1.'''
 
  
−
System Menu
 
−
:'''Add "Release Locked Orders" option to System Maintenance->Utilities menu.'''
 
−
:'''Add ability to print Keystone News (web browser) contents.'''
 
−
:'''Add "Order Complete Notification" option to Dispatch Utilities menu.'''
 
  
−
Windows Client
+
====Job Price List====
−
:When setting up REST client, use only TLS protocol for secure (https) connections.
 
−
:When calculating a discount value based on a discount percentage, increase the precision of the calculation when using very small discount percentage.
 
  
−
===Services===
+
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
  
−
Application Server
 
−
:Partially reverted 4.0.0.1 change for At Plant status:  When an active load status (begin load thru arrive plant) is received from a device for a truck that is not currently on an active load, change the status to Travel.
 
−
:'''Add support for "Tax Parameter" factors for federal and state tax definitions when calculating payroll.'''
 
  
−
Device Server
+
====Job Price Maintenance====
−
:'''When sending mix design to ULINK, send field #42 (metric weights.)'''
 
  
−
Keystone REST Server (KServer)
+
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
−
:'''Add support for "setparamdefer" on query fields.'''
 
−
:'''Add handling for CRUD update field values (old and new.)'''
 
−
:Fix Stonemont internal sessions expiring, causing the Stonemont API calls to return errors.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, never update an existing CMTTRX record that is not marked as status OPEN.
 
−
:Backoffice A/R API: In CustomerPayment endpoint, when adding a new CMTTRX record, set CM_TRANS_FLAG field to Y so the transaction appears in C/M.
 
−
:Keystone Online Customer Portal API: Improvements to order request endpoints.
 
−
:Windows Client Dispatch Methods API: Add VoidLoadBringdown method.
 
−
:Windows Client Quote Methods API: Fix double Base64 decode issue on quote/order MEMO field in CreateOrder endpoint.
 
  
−
==Build 4.1.3 - 2/2/2022==
+
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
  
−
===Accounts Payable Module===
 
  
−
Federal & State 1099 Export
+
====Pre-Billing Audit List====
−
:'''The vendor "Account No" field is required when exporting 1099 forms.'''
 
  
−
===Payroll Module===
+
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
  
−
Adjust Definition Balances
+
:Include fee paid in payment amount when ticket includes a payment with a fee.
−
:'''Allow import for any definition.'''
 
−
:'''Allow import of transaction adjustment amount and factor values.'''
 
  
−
Tax Library
 
−
:'''Updated to 2022-R2a version (MS state.)'''
 
  
−
===General===
+
====Print Invoices====
  
−
System Menu
+
:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
−
:'''Replace Internet Explorer based web browser with Edge based web browser (for notifications.)'''
 
  
−
===Services===
+
:Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)
  
−
Application Server
 
−
:'''When validating batch weights, validate the Total Water and Add Water U/M.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
  
−
Device Aggregator
+
====Products Maintenance====
−
:'''Add to batch results: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''When processing batch weight notification devices, provide ability to filter based on batch device PROTOCOL value.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:When sending batch results to notification devices, do not send additional waters as ingredients.
 
  
−
Device Server
+
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
−
:'''Add to batch results for Keystone and Rexcon batch controls: Actual W/C Ratio, Add Water, Add Water UMS.'''
 
−
:'''New layout for batch results when sending batch weights notification email.'''
 
−
:'''For batch weights notification email, add device configuration options to show or hide Total Water, Add Water, W/C Ratio, Actual W/C Ratio, Mix Slump and Load Size.'''
 
−
:'''For REST comm links, provide ability to specify default AuthUserName and AuthPassword values for the device.'''
 
−
:'''For Oshkosh status device, provide default values for AuthUserName and AuthPassword.'''
 
−
:'''For Oshkosh status device, properly support override of Oshkosh status event codes.'''
 
−
:'''Add ServerStartTime global configuration value (visible on web interface Configuration page.)'''
 
−
:'''Match layout of batch weights image (Keystone Online) and batch weights email as closely as possible.'''
 
−
:'''For the Keystone Online batch weights notification device, the default PrintFormat is the Marcotte format.'''
 
−
:Eliminate memory leak on shutdown.
 
−
:Eliminate memory leak for status devices.
 
−
:Fix "Invalid pointer" exception for Integra XML status device (introduced in 3.6.37.)
 
  
−
Keystone REST Server (KServer)
 
−
:Fix Div() function to properly handle divide by zero.
 
  
−
==Build 4.1.2 - 1/14/2022==
+
====Sales Tax Rates Maintenance====
  
−
===Dispatch Module===
+
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
  
−
Order Maintenance
 
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
 
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
 
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
 
  
−
System Map
+
====Ticket Inquiry====
−
:Fix issue where map would not start for some customers.
 
  
−
===Accounts Receivable Module===
+
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
  
−
Email Invoices
 
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
 
  
−
Plant Maintenance
+
====Ticket Maintenance====
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
 
  
−
Setup Pending Prices
+
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
−
:Greatly improved performance when calculating price changes.
 
−
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
 
−
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
 
  
−
Void Invoice
+
:When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.
−
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
 
−
:'''Reset the Ticket Option to Open after each Void process.'''
 
  
−
===Accounts Payable Module===
 
  
−
Print 1099 Forms
+
====A/R Inquiry====
−
:Fixed 1099-NEC form starting line for second and third forms.
 
−
:Removed 2020 warning message.
 
  
−
===General Ledger Module===
+
====Cash Posting====
  
−
Import Transactions
+
====Ticket Inquiry====
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
 
  
−
===Payroll Module===
+
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
  
−
Print W-2 Forms<BR>
 
−
Print W-3 Form
 
−
:Removed 2020 warning message.
 
  
−
Tax Library
+
====Cash Posting Register====
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
 
  
−
===Quote Module===
+
====Cash Posting Register (Month End)====
  
−
Quote Maintenance
+
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
 
  
−
===General===
 
  
−
Automatic Backup
+
====Product Classes Maintenance====
−
:By default the automatic backup will now prompt the user before doing the backup.
 
  
−
Setup
+
====Products Maintenance====
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
 
  
−
==Build 4.1.1 - 1/7/2022==
+
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
  
−
===Dispatch Module===
 
  
−
Print Orders
+
===Quote Module===
−
:'''Add ability to print Usage Description field on form.'''
 
  
−
Ticket Printing
+
====Quote List====
−
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
 
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
−
===Ticketing Module===
+
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
  
−
Ticket Printing
 
−
:'''Add ability to print the Plant Phone Number on tickets.'''
 
  
−
===Quote Module===
+
===Accounts Payable Module===
  
−
Print Quotes
+
====Email ACH Stubs====
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
 
  
−
===Payroll Module===
+
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
  
−
Payroll Tax Library
 
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
 
  
−
Prepare Payroll
+
===Cash Management Module===
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
 
  
−
===General===
+
====Transaction Entry====
  
−
Document Viewer
+
:Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
−
:Add handling for multi-page PDF documents.
 
  
−
Keystone Map
+
:Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.
−
:Fix map startup issue (endless loop during map initialization.)
 
−
:Eliminate double plot of calculated route.
 
  
−
System Menu
 
−
:'''When user is deleted, ask to delete associated system options.'''
 
  
−
===Services===
+
===General===
  
−
Application Server
+
====Company Database====
−
:Do not send dispatch events to notification devices for a voided load.
 
  
−
Device Server
+
:'''Updated to version 28.17.'''
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
 
  
−
Keystone REST Server (KServer)
 
−
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
 
−
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
 
  
−
==Build 4.1 - 12/28/2021==
+
====System Database====
  
−
===Important Note===
+
:'''Updated to version 7.0.'''
  
−
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
 
  
−
===Accounts Receivable Module===
+
====Windows Client====
  
−
Customer Maintenance
+
:'''User Alerts which displays important information at program startup.'''
−
:'''Add "Invoice Tkt Images" checkbox.'''
 
  
−
Email Invoices<BR>
+
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
−
Print Invoices<BR>
 
−
Reprint Invoices
 
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
  
−
Job Price Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
  
−
Plant Maintenance
+
===Services===
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
 
  
−
===Quote Module===
+
====Application Server====
  
−
Quote Maintenance
+
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
−
:'''Add "Job Mix Year" to DOT tab.'''
 
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
−
===Accounts Payable Module===
 
  
−
1099 State Maintenance
+
====Device Aggregator====
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
 
  
−
Federal & State 1099 Export
+
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
 
−
Invoice Vouchering
 
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
====Device Server====
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
:'''Send "Color Alias" to Keystone Batch.'''
−
:'''Add "1099 State" field to detail report.'''
+
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
  
−
Vendor Maintenance
+
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
−
:'''Add "1099 Amounts" tab.'''
 
−
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
 
  
−
Void Invoice
 
−
:'''Carry the 1099 State through when voiding the invoice.'''
 
  
−
Web Portal Export/Filing
+
====KServer Loadout API v1====
−
:'''New submenu added to the A/P menu.''''
 
  
−
===Payroll Module===
+
:'''New Loadout API added.'''
  
−
ACA 1094/1095 Export
+
----
−
:'''Updated for 2021.'''
 
  
−
Calculate Payroll
+
[[Release Notes for Keystone 5.3.x]]
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
 
  
−
Company Maintenance
+
[[Release Notes for Keystone 5.2.x]]
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
 
  
−
Employee Maintenance
+
[[Release Notes for Keystone 5.1.x]]
−
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
 
−
:'''ACA Plan Start Month is now required (as of 2020.)'''
 
  
−
Federal & State W-2 Export
+
[[Release Notes for Keystone 5.0.x]]
−
:'''Updated for 2021.'''
 
  
−
Payroll Tax Library
+
[[Release Notes for Keystone 4.7.x]]
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
[[Release Notes for Keystone 4.6.x]]
−
:This option has been removed from the Payroll Year End menu.
 
  
−
Timecard Maintenance
+
[[Release Notes for Keystone 4.5.x]]
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
−
===Services===
+
[[Release Notes for Keystone 4.4.x]]
  
−
Device Aggregator
+
[[Release Notes for Keystone 4.3.x]]
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:'''Add Test Mode parameter for truck status processing.'''
 
  
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Device Server
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[[Release Notes for Keystone 4.2.x]]
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:'''Add Test Mode parameter for truck status processing.'''
 
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Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
  
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[[Release Notes for Keystone 4.1.x]]
  
 
[[Release Notes for Keystone 4.0.x]]
 
[[Release Notes for Keystone 4.0.x]]

Latest revision as of 00:11, 17 September 2026


NOTE: Items in bold type are NEW features.

Release 5.4.0.0 - 9/16/2026

Dispatch Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only include trucks assigned to dispatch plants.


Order Maintenance

Now supports custom mix design by order (contact support if you need this feature.)
Allow editing of order with incorrectly specified %/Qty Sold tax column.
Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.


Schedule

Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.


Ticket Printing

Send custom mix design to batch control from job/order if specified.
Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)
Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Truck Demand Graph

The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.
The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
The minimum Slot Length is now 1 minute.
Fixed the Delivery Time labels so they always reflect time of day.


Ticketing Module

End Of Day

Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.


Open Ticket Stack

Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.


Order Stack

Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.


Ticket Printing

Do not require Pay Class when no payment amount is entered on the payment screen.
Send "Color Alias" to batch control if a color product type exists on the ticket.
Improved performance of the Truck Id dropdown.


Accounts Receivable Module

A/R Aged Trial Balance

Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.
Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.


Cash Posting

Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.


Credit Card Pre-Approval

Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)


Job Price List

Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.


Job Price Maintenance

Now supports custom mix design by job (contact support if you need this feature.)
Fix "Qty Open" value to properly handle jobs with only base price plant products specified.


Pre-Billing Audit List

When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.
Include fee paid in payment amount when ticket includes a payment with a fee.


Print Invoices

Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)


Products Maintenance

Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)


Sales Tax Rates Maintenance

Add "Geo State" and "Id" columns to the tax localities grid.


Ticket Inquiry

Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)


Ticket Maintenance

Add Total Water, Add Water and Color Water fields to batch weights grid.
When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.


A/R Inquiry

Cash Posting

Ticket Inquiry

Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.


Cash Posting Register

Cash Posting Register (Month End)

Add "Fee Amount" column with totals on the cash receipts register.


Product Classes Maintenance

Products Maintenance

Add "Edit Mix Design by Job/Order" checkbox.


Quote Module

Quote List

Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)


Accounts Payable Module

Email ACH Stubs

Change sort sequence of stubs in the grid to Vendor Id and Check Date.


Cash Management Module

Transaction Entry

Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.


General

Company Database

Updated to version 28.17.


System Database

Updated to version 7.0.


Windows Client

User Alerts which displays important information at program startup.
Consolidated Email, SMS and other options in the Contacts grid.


Services

Application Server

Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.


Device Aggregator

When processing batch results, retrieve Color Water and U/M and End Load Time if available.


Device Server

Send "Color Alias" to Keystone Batch.
Add Color Water and End Load Time from Keystone Batch when retrieving batch results.
When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.


KServer Loadout API v1

New Loadout API added.

Release Notes for Keystone 5.3.x

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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