Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.3.5 - 1/13/2023==
+
==Release 5.4.0.0 - 9/16/2026==
  
−
===Accounts Receivable Module===
+
===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====
  
−
Job Price Maintenance
+
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
−
:Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
 
  
−
===Dispatch Module===
 
  
−
Schedule
+
====Order Maintenance====
−
:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
 
  
−
===Payroll Module===
+
:'''Now supports custom mix design by order (contact support if you need this feature.)'''
  
−
Calculate Payroll
+
:Allow editing of order with incorrectly specified %/Qty Sold tax column.
−
:Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
 
  
−
===Services===
+
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
  
−
Device Aggregator
 
−
:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
 
  
−
Keystone REST Server (KServer)
+
====Schedule====
−
:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
 
  
−
==Build 4.3.4 - 1/9/2023==
+
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
  
−
===Dispatch Module===
+
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
  
−
Order Maintenance
 
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
 
−
:Improve performance of contact query.
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
Ticket Printing
+
====Ticket Printing====
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
===Ticketing Module===
+
:'''Send custom mix design to batch control from job/order if specified.'''
  
−
Order Maintenance
+
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
 
−
:Improve performance of contact query.
 
  
−
Ticket Printing
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
−
:When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
 
  
−
===Accounts Receivable Module===
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
  
−
Customer Maintenance
+
:Improved performance of the Truck Id dropdown.
−
:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
 
  
−
Job Price Maintenance
 
−
:Improve performance of contact query.
 
  
−
Setup Pending Prices
+
====Truck Demand Graph====
−
:Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
 
−
:Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
 
−
:'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
 
−
:'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
 
  
−
Ticket Maintenance
+
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
===Inventory Module===
+
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
  
−
Purchase Receipts
+
:'''The minimum Slot Length is now 1 minute.'''
−
:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
 
  
−
===Quote Module===
+
:Fixed the Delivery Time labels so they always reflect time of day.
  
−
Quote Maintenance
 
−
:Improve performance of contact query.
 
  
−
===Accounts Payable Module===
+
===Ticketing Module===
  
−
Handwritten Check Entry
+
====End Of Day====
−
:For non-vouchered invoices, link P.O. receipts and generate product transactions.
 
  
−
===Payroll Module===
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
  
−
Print 941 Schedule B
 
−
:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
 
  
−
Print W-3 Form
+
====Open Ticket Stack====
−
:'''Updated for 2022 (no changes from 2021.)'''
 
  
−
Tax Library
+
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
−
:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
 
  
−
===General===
 
  
−
File Maintenance
+
====Order Stack====
−
:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
 
  
−
===Services===
+
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
  
−
Keystone REST Server (KServer)
 
−
:Fix memory leaks when running SELECT query while processing a PUT/POST method.
 
−
:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
 
−
:Driver API: Optimize Contacts query in notifyordercomplete endpoint.
 
−
:Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
 
−
:Quote API: Optimize Contacts query in Quote endpoint.
 
−
:Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
 
−
:Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
 
−
:Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
 
−
:Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
 
−
:Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
 
  
−
==Build 4.3.3 - 12/27/2022==
+
====Ticket Printing====
  
−
===Payroll Module===
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
  
−
Tax Library
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
−
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
 
  
−
===General===
+
:Improved performance of the Truck Id dropdown.
  
−
Windows Client
 
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
 
  
−
===Services===
+
===Accounts Receivable Module===
  
−
Keystone REST Server (KServer)
+
====A/R Aged Trial Balance====
−
:Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
 
−
:'''Add "Condition" property to AutoRun section of endpoint.'''
 
−
:Version API: Add endpoint condition for "logquerystats" endpoint.
 
−
:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
 
  
−
==Build 4.3.2 - 12/21/2022==
+
:'''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.'''
  
−
===Dispatch Module===
+
:'''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.'''
  
−
Order Maintenance
 
−
:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
 
  
−
Print Orders
+
====Cash Posting====
−
:'''Add ability to print Zone Description the form.'''
 
  
−
Schedule
+
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
−
:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
 
  
−
===Ticketing Module===
 
  
−
Print Orders
+
====Credit Card Pre-Approval====
−
:'''Add ability to print Zone Description the form.'''
 
  
−
Weigh Truck
+
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
−
:Force Truck Number to uppercase when adding a new truck on the fly.
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Inquiry
+
====Job Price List====
−
Cash Posting
 
−
:Use "CASH" (uppercase) when the check number for a payment is blank.
 
  
−
Apply Service Charges
+
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
−
:Force A/R GL to uppercase when adding a new one on the fly.
 
−
:Force Svc Chg GL to uppercase when adding a new one on the fly.
 
−
:Force Exempt Code to uppercase when adding a new one on the fly.
 
  
−
Open Ticket Stack
 
−
:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
 
−
:The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
 
−
:Fix inability to change Tax Code after using F9 Edit Ticket.
 
  
−
Plant Maintenance
+
====Job Price Maintenance====
−
:Force Sys Loc to uppercase when adding a new one on the fly.
 
−
:Force Ship Group to uppercase when adding a new one on the fly.
 
  
−
Product Maintenance
+
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
−
:Force Tax Code to uppercase when adding a new one on the fly.
 
  
−
Void Invoice
+
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
−
:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
 
  
−
===Inventory Module===
 
  
−
Inventory Reconciliation
+
====Pre-Billing Audit List====
−
:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
 
  
−
===Accounts Payable Module===
+
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
  
−
Print Checks
+
:Include fee paid in payment amount when ticket includes a payment with a fee.
−
:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
 
  
−
Vendor Maintenance
 
−
:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
 
  
−
===Cash Management Module===
+
====Print Invoices====
  
−
Statement Reconciliation
+
:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
−
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
 
  
−
===Payroll Module===
+
: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.)
  
−
Setup Company
 
−
:Force State Code to uppercase when adding a new one on the fly.
 
  
−
Tax Library
+
====Products Maintenance====
−
:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
 
  
−
Timecard Maintenance
+
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
−
:Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
 
  
−
===Job Cost Module===
 
  
−
Job Maintenance
+
====Sales Tax Rates Maintenance====
−
:Force Job Group to uppercase when adding a new one on the fly.
 
  
−
Trx Type Maintenance
+
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
−
:Force Unit of Measure to uppercase when adding a new one on the fly.
 
  
−
===General===
 
  
−
Keystone Setup
+
====Ticket Inquiry====
−
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
 
  
−
System Menu
+
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
−
:Fix so Query and Location datasets are cached on the client.
 
−
:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
 
  
−
Windows Client
 
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
 
  
−
===Services===
+
====Ticket Maintenance====
  
−
Application Server
+
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
−
:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
 
  
−
Device Aggregator
+
: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.
−
:Fix "Test Link" function crashing the client thread.
 
  
−
Keystone REST Server (KServer)
 
−
:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
 
  
−
==Build 4.3.1 - 11/27/2022==
+
====A/R Inquiry====
  
−
===Accounts Payable Module===
+
====Cash Posting====
  
−
Federal & State 1099 Export
+
====Ticket Inquiry====
−
:'''Updated for tax year 2022.'''
 
−
:'''Remove IA_BEN payer element (not required for 2022.)'''
 
−
:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
 
−
:'''Add Vendor Id selection.'''
 
  
−
Print 1099 Forms
+
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
−
:'''Updated for tax year 2022.'''
 
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
 
  
−
===Payroll Module===
 
  
−
ACA 1094/1095 Export
+
====Cash Posting Register====
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Federal & State W-2 Export
+
====Cash Posting Register (Month End)====
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Print W-2 Forms
+
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
−
:'''Updated for tax year 2022 (no changes.)'''
 
  
−
===Cash Management Module===
 
  
−
Statement Reconciliation
+
====Product Classes Maintenance====
−
:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
 
  
−
==Build 4.3 - 11/18/2022==
+
====Products Maintenance====
  
−
===Dispatch Module===
+
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
  
−
Order Maintenance
 
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Event Date/Time" on the Events tab.
 
  
−
Schedule
+
===Quote Module===
−
:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
 
−
:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
 
  
−
Ticket Printing
+
====Quote List====
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
−
===Ticketing Module===
+
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
  
−
Order Maintenance
 
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Ticket Printing
+
===Accounts Payable Module===
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
−
===Accounts Receivable Module===
+
====Email ACH Stubs====
  
−
A/R Inquiry<BR>
+
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
−
Cash Posting
 
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
 
  
−
Customer Price Maintenance
 
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Customer Maintenance
+
===Cash Management Module===
−
:Improve performance of product lookup.
 
−
:Remove DOT tab (obsolete.)
 
  
−
Delivery Truck Log
+
====Transaction Entry====
−
:Do not include sales history from voided/reversal invoices.
 
  
−
Group Price Maintenance
+
: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.
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Job Price Maintenance
+
: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.
−
:Improve performance of product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" grid column.
 
−
:Zone and Product lookups to are now loaded only when the dropdown is clicked.
 
−
:'''Add state DOT field hint messages.'''
 
−
:Remove "Project Id" on DOT tab (obsolete.)
 
−
:Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:The setup parent job dialog will no longer load the lookup list of all jobs when shown.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Job Id field to 18 characters when copying a job.
 
  
−
Open Ticket Stack
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Plant Maintenance
+
===General===
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:Remove "Plant Identifier" on DOT tab (obsolete.)
 
−
:'''Add state DOT field hint messages.'''
 
−
:When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
 
−
:When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
 
  
−
Product Maintenance
+
====Company Database====
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:'''Add state DOT field hint messages.'''
 
  
−
Quick Ticket Entry
+
:'''Updated to version 28.17.'''
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Sales Tax Rate Maintenance
 
−
:'''Add splitter control to adjust heights of locality/rate grids.'''
 
−
:Increase default height of tax locality rate grid.
 
−
:Do not delete tax locality when tax locality structure record deleted.
 
  
−
Ticket Maintenance
+
====System Database====
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Load Date/Time" column on the Batch Weights tab.
 
−
:Widened dispatch times on the Times/Email tab.
 
−
:Fix issue where scale weight popup would not appear in certain cases.
 
  
−
Truck Maintenance
+
:'''Updated to version 7.0.'''
−
:Remove DOT tab (obsolete.)
 
  
−
Unit of Measure Maintenance
 
−
:'''Add state DOT field hint messages.'''
 
  
−
===Inventory Module===
+
====Windows Client====
  
−
Enter Inventory Balances<BR>
+
:'''User Alerts which displays important information at program startup.'''
−
Misc. Inv. Transactions<BR>
 
−
Physical Inventory Entry<BR>
 
−
Production Receipts<BR>
 
−
Purchase Receipts
 
−
:Improve performance of stocked product lookup.
 
  
−
Inventory Reconciliation
+
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
−
:Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
 
  
−
Inventory Transfers
 
−
:Improve performance of stocked product lookup.
 
−
:'''Add F4 search capability to Transfer In product.'''
 
  
−
===Quote Module===
+
===Services===
  
−
Quote Maintenance
+
====Application Server====
−
:'''Add state DOT field hint messages.'''
 
−
:Improve performance of product lookup.
 
−
:Improve performance of quote lookup by loading quotes for current prospect only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" products grid column.
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:Do not load list of all jobs at startup.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Quote Id field to 18 characters when copying a quote.
 
  
−
===Accounts Payable Module===
+
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
  
−
Handwritten Check Entry
 
−
:When posting the batch, write check number to G/L transaction table.
 
  
−
Import Invoices
+
====Device Aggregator====
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
 
  
−
Print Checks
+
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
−
:Do not process void invoices with a non-zero To Pay amount.
 
  
−
Select Invoices for Payment
 
−
:Fix so saving changes does not update any void invoices.
 
  
−
===Cash Management Module===
+
====Device Server====
  
−
Statement Reconciliation
+
:'''Send "Color Alias" to Keystone Batch.'''
−
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
+
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
  
−
===Payroll Module===
+
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
  
−
Employee Maintenance
 
−
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 
  
−
Tax Library
+
====KServer Loadout API v1====
−
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
 
  
−
===Purchase Order Module===
+
:'''New Loadout API added.'''
  
−
Purchase Order Maintenance<BR>
+
----
−
P.O. Receipt Maintenance
 
−
:Improve performance of vendor product lookup.
 
  
−
===General===
+
[[Release Notes for Keystone 5.3.x]]
  
−
Setup
+
[[Release Notes for Keystone 5.2.x]]
−
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
 
  
−
System Menu
+
[[Release Notes for Keystone 5.1.x]]
−
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
 
−
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
 
  
−
Windows Client
+
[[Release Notes for Keystone 5.0.x]]
−
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
 
−
:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
 
  
−
===Services===
+
[[Release Notes for Keystone 4.7.x]]
  
−
Device Aggregator
+
[[Release Notes for Keystone 4.6.x]]
−
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
 
  
−
Device Server
+
[[Release Notes for Keystone 4.5.x]]
−
:'''Completed implementation of the HaulHub batch weight notification device.'''
 
−
:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
 
−
:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
 
−
:Fix potential thread-safety issues.
 
−
:'''Add default root URL for Keystone Online Contact Notification device.'''
 
−
:All Keystone Online API calls now use "https" prefix by default.
 
  
−
Keystone REST Server (KServer)
+
[[Release Notes for Keystone 4.4.x]]
−
:'''Add ability to specify conditions for actions.'''
 
−
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
 
−
:'''Add "logquerystats" config file parameter.'''
 
−
:Stonemont QC API: Apply field truncations when posting data to avoid errors.
 
−
:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
 
−
:'''Windows Client Quote API: New API added.'''
 
  
−
----
+
[[Release Notes for Keystone 4.3.x]]
  
 
[[Release Notes for Keystone 4.2.x]]
 
[[Release Notes for Keystone 4.2.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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