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 4.2.2 - 5/23/2022==
+
===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 .
  
−
===Dispatch Module===
+
:'''The minimum Slot Length is now 1 minute.'''
  
−
Cash Payment Entry
+
:Fixed the Delivery Time labels so they always reflect time of day.
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Order Maintenance
 
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:When copying an order, do not copy these fields: LOCK_SESSION_NO, OC_EMAIL_STATUS and CC_REJECT_COUNT.
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====End Of Day====
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
+
:'''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.
  
−
Order Stack
 
−
:Fixed order Delivery Date column to include day of week (introduced in 4.0.)
 
−
:Changed order lookback default date to 3 months ago (was 1 month previously.)
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Cash Posting
+
====A/R Aged Trial Balance====
−
:Force Check Number to uppercase.
+
 
 +
:'''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.)'''
  
−
Job Price Maintenance
+
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
  
−
Open Ticket Stack
 
−
:Fix exception "EDatabaseError: cdsDocIdx_Link Field 'DOC_ID' not found".
 
−
:Fix Access Violation exceptions when putting individual tickets on hold.
 
−
:Keep all edited tickets visible on the grid until changes are saved/cancelled regardless of filter settings.
 
−
:Do not apply changes when Hold column double-clicked.
 
−
:Slight performance improvement when no ticket filters have been applied.
 
−
:Ignore double-click on Hold column (treat as single-click.)
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Plant Maintenance
+
====Pre-Billing Audit List====
−
:'''Add "Plant/Order" Tax Authority method option.'''
 
  
−
Quick Ticket Entry
+
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Ticket Maintenance
+
:Include fee paid in payment amount when ticket includes a payment with a fee.
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
===Inventory Module===
 
  
−
Valuation Report
+
====Print Invoices====
−
:Obtain standard cost from product transactions.
 
  
−
===Quote Module===
+
: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.)
  
−
Quote Maintenance
 
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
  
−
===Accounts Payable Module===
+
====Products Maintenance====
  
−
Invoice Vouchering
+
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
−
:Fix exception "EDatabaseError: cdsDetail Dataset not in edit or insert mode".
 
  
−
===Purchase Order Module===
 
  
−
Purchase Order Maintenance
+
====Sales Tax Rates Maintenance====
−
:'''When emailing a P.O., add ability to select vendor purchasing contacts from a dropdown list.'''
 
  
−
===Payroll Module===
+
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
  
−
Payroll Tax Library
 
−
:'''Updated to 2022-R6a version (AL, OK, UT states.)'''
 
  
−
===Cash Management Module===
+
====Ticket Inquiry====
  
−
Bank Account Maintenance
+
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
−
:Fix disrepancy between Current Balance and Statement Reconciliation Curent Balance.
 
  
−
===General===
 
  
−
Company Database
+
====Ticket Maintenance====
−
:'''Upgraded to version 21.15.'''
 
  
−
Reports
+
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
−
:Log selected printer name in session log when printing report.
 
−
:Eliminate exception when closing the report after cancelling the query.
 
  
−
Windows Client
+
: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.
−
:'''Updated DevExpress library to version 20.2.14.'''
 
  
−
===Services===
 
  
−
Device Server
+
====A/R Inquiry====
−
:'''Add support for Digital Fleet status interface.'''
 
  
−
Keystone REST Server (KServer)
+
====Cash Posting====
−
:Keystone Online Customer Portal API: Change CustomerInvoices endpoint to include original invoice amount (DebitAmt) and current discounted invoice balance (InvoiceBal.)
 
−
:Version API: Fix "cachegc" endpoint so that garbage collect procedure actually runs.
 
−
:Windows Client A/R API: Modify rdmARProduct/cdsQuotedJobProducts to add "process_parent_jobs" and "process_restricted" parameters.
 
  
−
==Build 4.2.1 - 5/6/2022==
+
====Ticket Inquiry====
  
−
===Dispatch Module===
+
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
  
−
Cash Payment Entry
 
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode" when clicking the Cancel button after previously entering and printing a payment receipt.
 
  
−
Order Maintenance
+
====Cash Posting Register====
−
:When deleting an order, first check if there are associated tickets, if so display a message and abort.
 
−
:If the user blanks out the Unit Price, substitute zero as the value.
 
−
:Recalculate loads immediately when the Override Load Size is changed.
 
  
−
Schedule
+
====Cash Posting Register (Month End)====
−
:When refreshing schedule data, silently ignore REST errors 12029 (cannot connect to server) and 12030 (server connection error.)
 
  
−
===General===
+
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
  
−
Windows Client
 
−
:Change default for "Application Server Ping Interval" option to 295 seconds.
 
−
:Do not retry on REST timeout errors (eliminates runaway condition for long-running queries.)
 
−
:Default REST request timeout increased to 60 seconds.
 
  
−
===Services===
+
====Product Classes Maintenance====
  
−
Device Aggregator
+
====Products Maintenance====
−
:Handle case where device server opens a new connection where the previous connection is still considered "open" by the aggregator.
 
  
−
Device Server
+
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
−
:'''For Trimble XML status interface, import "employee_code" as Driver Id.'''
 
  
−
Keystone REST Server (KServer)
 
−
:Backoffice A/R API: CustomerPayment endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Online Customer Portal API: OrderRequest endpoint - Mark date parameter as such to ensure only date portion is set.
 
−
:Windows Client System Device API v2: updatebatchstart endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client System Device API v2: loadautoreturn endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client Dispatch Methods API: VoidLoadBringdown endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
  
−
==Build 4.2 - 4/29/2022==
+
===Quote Module===
  
−
===New Feature===
+
====Quote List====
 +
 
 +
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
  
−
'''A new feature has been added which can periodically send a "heartbeat" signal from the Windows Client to the Application Server. This is important on networks with VLANs since they often will disconnect "idle" connections after a period of time (generally an hour but this can vary.) If you find that users who have left the menu and/or options open but idle encounter "not responding" or lockups this may be indicative of the network connection being disconnected by a VLAN/firewall. Please contact support if this is happening on your system to configure the "heartbeat" feature.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Check Register<BR>
+
====Email ACH Stubs====
−
MTD Check Register
+
 
−
:Adjust report layout to more closely resemble the old (non-generic) versions.
+
: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===
 
===General===
  
−
Generic Reports
+
====Company Database====
−
:Report Sequence will now be saved from one run to the next.
+
 
 +
:'''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.'''
  
−
System Options Maintenance
 
−
:'''Add "Application Server Ping Interval" option to SYSTEM section.'''
 
−
:'''Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.'''
 
−
:Logout/Login to company after existing the option.
 
  
 
===Services===
 
===Services===
  
−
Device Server
+
====Application Server====
−
:Fix ULINK batch control ticket transmission when sending mix design with ticket to avoid repeating field #142 - metric weights flag (introduced in 4.1.4.)
 
  
−
Keystone REST Server (KServer)
+
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
−
:Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions.
+
 
 +
 
 +
====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 4.1.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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