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 4.7.5 - 11/9/2024==
+
==Release 5.4.0.0 - 9/16/2026==
  
−
===Payroll Module===
+
===Dispatch Module===
  
−
Tax Library
+
====End Of Day====
−
:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
 
  
−
==Build 4.7.4 - 11/1/2024==
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
  
−
===Dispatch Module===
 
  
−
Mix Design Maintenance
+
====Open Ticket Stack====
−
:Filter product lookup to include only Mix type products.
+
 
 +
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
  
−
Order Maintenance
 
−
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 
−
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 
−
:Prevent new orders from being added for inactive customers.
 
−
:'''Highlight loads for a future date with a yellow background.'''
 
−
:'''When a load override time is prior to the order delivery time, prompt user to choose to schedule at the earliest possible time today or to schedule for tomorrow.'''
 
−
:Update the load override time when recalculating loads if necessary.
 
  
−
Schedule
+
====Order Maintenance====
−
:Move "View Order" button to bottom-most position on the Order popup dialog.
 
  
−
Ticket Maintenance<BR>
+
:'''Now supports custom mix design by order (contact support if you need this feature.)'''
−
Ticket Printing
 
−
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 
  
−
===Ticketing Module===
+
:Allow editing of order with incorrectly specified %/Qty Sold tax column.
  
−
Order Maintenance
+
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
−
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 
−
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 
−
:Prevent new orders from being added for inactive customers.
 
  
−
Ticket Maintenance<BR>
 
−
Ticket Printing
 
−
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 
  
−
===Accounts Receivable Module===
+
====Schedule====
  
−
Customer Maintenance
+
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
−
:'''Add "Web Orders" checkbox to Contacts grid.'''
 
  
−
Import Tickets
+
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
−
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 
  
−
Job Price Maintenance
 
−
:Replace exception message when using the "Lookup Tax Authority by GPS" option with a user-friendly message.
 
  
−
Open Ticket Stack
+
====Ticket Printing====
−
:'''When the Customer Id is changed on a ticket, ask if the ticket should be re-priced.'''
 
−
:'''Require a Void Reason when a ticket is voided.'''
 
  
−
Print Invoices<BR>
+
:'''Send custom mix design to batch control from job/order if specified.'''
−
Re-Print Invoices
 
−
:'''Add ability to print Order Contact and Phone Number on invoice.'''
 
  
−
Ticket Maintenance
+
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
−
:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
 
−
:'''When the Customer Id is changed on the ticket, ask if the ticket should be re-priced.'''
 
−
:'''Require a Void Reason when a ticket is voided.'''
 
  
−
===Quote Module===
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
  
−
Print Quotes
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
−
:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
 
  
−
===Accounts Payable Module===
+
:Improved performance of the Truck Id dropdown.
  
−
A/P Inquiry
 
−
:'''Add "Last Ck#" grid column.'''
 
  
−
Select Invoice for Payment
+
====Truck Demand Graph====
−
:If user does not have security role permission for C/M, do not show the C/M account balance.
 
  
−
===General Ledger Module===
+
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
  
−
G/L Batch List
+
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
−
:'''Add user checkbox for "Show Trx Description 2".'''
 
  
−
Import Payroll Transactions
+
:'''The minimum Slot Length is now 1 minute.'''
−
:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''
 
  
−
===Payroll Module===
+
:Fixed the Delivery Time labels so they always reflect time of day.
  
−
Tax Library
 
−
:'''Updated to version 2024-R11a.'''
 
  
−
Timecard Maintenance
+
===Ticketing Module===
−
:Fix EAccessViolation exception when deleting a paycheck.
 
  
−
===General===
+
====End Of Day====
  
−
DataScope<BR>
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
−
Query Export
 
−
:Take user roles into account when filtering the query list by module.
 
  
−
System Option Maintenance
 
−
:'''Add "Import Payroll Options" section to G/L options.'''
 
  
−
===Services===
+
====Open Ticket Stack====
  
−
Application Server
+
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
−
:Update G/L, C/M and J/C post batch logic to handle imported iSolved transaction batches.
 
−
:rdmARTicket: eliminate need for separate transaction for qryClearInvSort, qryGenInvSort and qryTktInvSort queries.
 
  
−
Device Server
 
−
:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
 
  
−
Keystone REST Server
+
====Order Stack====
−
:A/R Lookup API: Modify query in "rdmARProduct/cdsAutoProductLookup" endpoint to ignore products marked inactive.
 
−
:A/R Lookup API: Modify endpoints to add filter parameters: rdmARProduct/cdsLookupFirst, rdmARProduct/cdsLookupLast, rdmARProduct/cdsLookupNext, rdmARProduct/cdsLookupPrior.
 
−
:Online Customer Portal API: Modify "ContactLookup" and "ContactList" endpoints to add "SecOrders" boolean field.
 
  
−
==Build 4.7.3 - 10/17/2024==
+
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
  
−
===Payroll Module===
 
  
−
Tax Library
+
====Ticket Printing====
−
:'''Updated to version 2024-R11 (IN counties.)'''
 
  
−
===General===
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
  
−
System Map
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
−
:Fix issue where an empty white screen appears when viewing the map.
 
  
−
System Menu
+
:Improved performance of the Truck Id dropdown.
−
:Fix issue where some anti-virus software (Sonicwall Gateway is one example) may block the transfer of the pending Keystone update to local workstations.
 
  
−
==Build 4.7.2 - 10/11/2024==
 
  
−
===Dispatch Module===
+
===Accounts Receivable Module===
  
−
Order Maintenance
+
====A/R Aged Trial Balance====
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
 
  
−
Schedule
+
:'''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.'''
−
:Fix "Quick Ticket" logic to incorporate necessary changes for "split order" functionality.
 
−
:Fix "Quick Ticket" logic to properly set the load number in the ticket.
 
−
:Fix "Quick Ticket" logic to properly set order fields so that voiding the ticket works correctly.
 
−
:Fix order load alert messages not working (introduced in 4.5.6.2.)
 
−
:'''Add new system option "Split Orders by Load Plant" which controls whether split orders are available or not.'''
 
−
:'''Add Plant Id to status pop-up.'''
 
−
:'''Add optional "OrdPlt" field to schedule grid (Plant Id from order.)'''
 
  
−
Ticket Printing
+
:'''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.'''
−
:Fix exception "Field MM_ADJUST_QTY_FLAG not found" when sending mix design containing mix modifier with ticket.
 
−
:When loading mix design containing mix modifier properly handle the case where the Adjust flag on the mix modifier component is checked.
 
  
−
===Ticketing Module===
 
  
−
Order Maintenance
+
====Cash Posting====
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
 
  
−
Order Stack
+
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
−
:Fix exception "Unknown Parameter KEY" when you edit an order immediately after opening the option, then try to ticket or edit an order after that.
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Inquiry<BR>
+
====Credit Card Pre-Approval====
−
Cash Posting<BR>
 
−
Customer Maintenance<BR>
 
−
Job Price Maintenance
 
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
 
  
−
Customer Maintenance
+
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
−
:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
 
  
−
Import Tickets
 
−
:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
 
  
−
Prepare Remote Ticketing Data
+
====Job Price List====
−
:'''Add client-side log messages.'''
 
  
−
Print Invoices
+
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
−
:Modify invoice generation logic to include sequence number when generating sort sequence for the invoicing procedure. (Fixes issues introduced in 4.7.)
 
  
−
Sales Tax Report
 
−
:Fix exception "cdsReport: Cannot modify a read-only dataset" when the "Include All Tax Entities" box is checked and the "Run Queries in Main Thread" system section option is checked.
 
−
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when the "Include All Tax Entities" box is checked and the Tax Entity Type is "Locality" and one of the tax localities has a blank description.
 
  
−
===Quote Module===
+
====Job Price Maintenance====
  
−
Prospect Maintenance<BR>
+
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
−
Quote Maintenance
 
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
 
  
−
===Accounts Payable Module===
+
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
  
−
Vendor Maintenance
 
−
:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
 
  
−
===General Ledger Module===
+
====Pre-Billing Audit List====
  
−
Batch List
+
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
−
:'''Print transaction second description line if present.'''
 
  
−
===Payroll Module===
+
:Include fee paid in payment amount when ticket includes a payment with a fee.
  
−
Tax Library
 
−
:'''Updated to version 2024-R10.'''
 
  
−
===General===
+
====Print Invoices====
  
−
Company Database
+
:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
−
:Updated to version 25.02.
 
  
−
System Menu
+
: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.)
−
:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
 
−
:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.
 
  
−
Windows Client
 
−
:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
 
−
:When processing an auto-task, initialize client-side log.
 
−
:Decrease file chunk size to 1MB when reading/writing files from/to KServer.
 
−
:When reading file from KServer, raise exception if the response content type is not valid.
 
−
:When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.
 
  
−
===Services===
+
====Products Maintenance====
  
−
Application Server
+
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
−
:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
 
  
−
Keystone REST Server (KServer)
 
−
:Fix possible memory leak in ActnReadFileChunk and ActnWriteFileChunk methods.
 
−
Online Customer Portal API: Modify "invoice" endpoint invoice query to properly calculate NON_TAXABLE_1, 2, and 3.
 
−
:Windows Client A/R API: Modify query in "rdmARProductStructure/cdsProdStructure" endpoint to include MM_ADJUST_QTY_FLAG.
 
−
:Windows Client A/R API: Moved query for "rdmARCashRegister/cdsDepositHistory" endpoint into stand-alone SQL file.
 
−
:Windows Client Dispatch API v2: Modify "rdmDISchedule/cdsGetSchedData" endpoint to add "SPLIT_ORDERS" parameter.
 
  
−
==Build 4.7.1 - 9/13/2024==
+
====Sales Tax Rates Maintenance====
  
−
===Dispatch Module===
+
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
  
−
Order Maintenance
 
−
:Fix issue when processing automatic products on a new order with a quoted line 1 product on a job (entering a product code caused the automatic products to be immediately added without giving an opportunity to enter the Qty Ordered.)
 
  
−
===Accounts Receivable Module===
+
====Ticket Inquiry====
  
−
Cash Posting
+
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
−
:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
 
  
−
Customer Maintenance
 
−
:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
 
  
−
Re-Print Tickets
+
====Ticket Maintenance====
−
:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
 
  
−
===General===
+
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
  
−
Company Database
+
: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 conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
 
  
−
Reports
 
−
:Some reports were not respecting the default font/bold printer options.
 
  
−
===Services===
+
====A/R Inquiry====
  
−
Keystone REST Server (KServer)
+
====Cash Posting====
−
:'''Add "FormatCurr" function.'''
 
−
:Fix "StringReplace" function to handle NULL string parameters correctly.
 
−
:'''Add ability to store SQL statements in external ".sql" files using "sqlres" JSON property within a Query object.'''
 
−
:'''FX API: Modify "kpibymo" endpoint to add "workingdaysinmonth" field.'''
 
−
:'''Online Customer Portal API: Add "invoice" endpoint.'''
 
  
−
==Build 4.7 - 8/30/2024==
+
====Ticket Inquiry====
  
−
===Dispatch Module===
+
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
  
−
Edit Ticket Times
 
−
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
 
−
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 
−
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
 
  
−
Order Maintenance
+
====Cash Posting Register====
−
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 
−
:When a job is entered for a new order or changed for an existing order, update the Pour Rate if the job specifies a Usage Type that specifies a Pour Rate.
 
−
:Fix scroll wheel not working correctly on Job Id dropdown.
 
−
:Do not copy the W/C Release Time field when copying an order.
 
−
:Fix "Another user has made changes..." message when using the "Cancel Order" button on a newly added/copied order.
 
−
:'''When cancelling an order, put the cancel reason into the Comment field of the "Order Status" field change event.'''
 
−
:Eliminate duplicate "Item Add" event generated when copying order.
 
−
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
 
−
:Fix issue where field change events were sometimes not generated when saving an existing order where the list of contacts has changed.
 
−
:'''Show the W/C Release Time as a hint when you hover on the W/C checkbox.'''
 
  
−
Print Orders
+
====Cash Posting Register (Month End)====
−
:'''Add handling for "mix multiplier" auto qty products.'''
 
  
−
Re-Print Tickets<BR>
+
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
−
Ticket Printing
 
−
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 
−
:'''Add ability to print the user that originally created the ticket.'''
 
−
:'''Add ability to print customer phone number on ticket.'''
 
−
:'''Add ability to print the 8 load time source fields on tickets.'''
 
−
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 
  
−
Re-Print Tickets<BR>
 
−
Re-Transfer Tickets
 
−
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
 
  
−
Schedule
+
====Product Classes Maintenance====
−
:Do not reset the truck available time if only the custom status is changed.
 
−
:Do not reset the truck to clocked out status after shipping and then voiding a load.
 
−
:Performance improvement when scrolling or clicking the order grid.
 
−
:'''Add "Plt Name" as an optional grid field.'''
 
−
:Fix exception "EVariantTypeCastError: Could not convert variant of type (Null) into type (OleStr)" when attempting to assign one or more trucks to a specific order.
 
−
:Fix "Assign/Clear Order" truck pop-up option so it assigns the truck to the proper order/plant when a split order is involved.
 
−
:Fix dragging trucks to next to load grid, dragging next to load items to trucks, and dragging orders to trucks so they respect the truck's assigned order.
 
−
:Fix truck drop-down list on Swap Truck option so that it shows ALL available trucks (introduced in 4.5.6.1.)
 
−
:When displaying the Plant Truck Demand Graph, use the "Add Load to Plus Orders" setting from the Dispatch Truck Demand Graph.
 
−
:'''Add ability to prevent will-call orders from being shipped (contact support if you need this feature.)'''
 
  
−
Ticket Printing
+
====Products Maintenance====
−
:'''Apply mix modifier quantity based on the new "Adjust" setting on the Mix Modifier tab in Product Maintenance.'''
 
−
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
 
  
−
Truck Demand Graph
+
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
−
:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
 
  
−
===Ticketing Module===
 
  
−
Order Maintenance
+
===Quote Module===
−
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 
−
:Fix "Another User has made changes..." message when saving an existing order where the list of contacts has changed.
 
  
−
Order Stack
+
====Quote List====
−
:'''Add "Qty Ord" as an optional grid field.'''
 
  
−
Re-Print Tickets<BR>
+
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
−
Ticket Printing
 
−
:'''Use ticket form specified in job, then customer, then plant and finally the default form.'''
 
−
:'''Add ability to print the user that originally created the ticket.'''
 
−
:'''Add ability to print customer phone number on ticket.'''
 
−
:'''Add ability to print list price, list totals and savings fields on tickets.'''
 
  
−
Re-Print Tickets<BR>
 
−
Re-Transfer Tickets
 
−
:Add missing fields (Comment 1 and 2, Notes 1 and 2, Order Balance, Amount Tendered, Qty Delivered, Qty Ordered and Order Line Number) when processing office/sales tickets.
 
  
−
Ticket Printing
+
===Accounts Payable Module===
−
:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
 
  
−
===Accounts Receivable Module===
+
====Email ACH Stubs====
  
−
A/R Inquiry
+
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
−
:'''Add Ship To 2, 3 and 4 as optional grid fields.'''
 
−
:Fix missing QR code when previewing invoice that contains a QR code.
 
−
:Fix missing PDF hyperlink when printing to PDF from invoice preview form.
 
  
−
Comparative Customer Sales Report
 
−
:'''Add product class selection.'''
 
  
−
Customer Maintenance
+
===Cash Management Module===
−
:Significant performance improvement when renaming a customer.
 
−
:Show all customer events except those related to customer prices.
 
−
:Change "Rename Customer" dialog box to ask for the closing period Month/Year like Month End Processing.
 
  
−
Customer Price Maintenance
+
====Transaction Entry====
−
:Show only those events related to customer prices.
 
  
−
Edit Ticket Times
+
: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.
−
:'''Set associated status reason to "user edit" when one of the eight ticket times is changed.'''
 
−
:'''Display green background on any of the eight ticket times when the associated status reason is "user edit".'''
 
−
:'''Display associated status reason description as a hint for all of the eight ticket times.'''
 
  
−
Import Tickets
+
: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.
−
:Handle exceptions when calculating sales tax during ticket import.
 
  
−
Job Price Maintenance
 
−
:'''Add "Forms" tab which allows specifying a particular form to be used for tickets with this job.'''
 
−
:'''Add ability to set Tax Authority based on job site GPS coordinates (limited to select states, contact support if you need this feature.)'''
 
  
−
Print Invoices
+
===General===
−
:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
 
  
−
Print Statements
+
====Company Database====
−
:'''Add Order Id and the four Ship To fields as available fields on the form.'''
 
  
−
Product Maintenance
+
:'''Updated to version 28.17.'''
−
:Significant performance improvement when renaming a product.
 
−
:'''Add "Adjust" column to the grid on the Mix Modifier tab.'''
 
−
:Fix to properly set the Sales G/L account when a product is copied and the Sales G/L contains a plant mask.
 
−
:Change "Rename Product" dialog box to ask for the closing period Month/Year like Month End Processing.
 
  
−
Product Sales by Customer Report<BR>
 
−
Product Sales Report
 
−
:'''Add "Separate by Plant" checkbox which prints separate sections for each plant and does not print grand total.'''
 
  
−
Re-Print Tickets
+
====System Database====
−
:'''Add ability to print the 8 load time source fields on tickets.'''
 
  
−
Sales Tax Rate Maintenance
+
:'''Updated to version 7.0.'''
−
:'''Add "Geo State" and "Geo Id" fields to support tax authority lookup by GPS coordinates.'''
 
  
−
Ticket Inquiry
 
−
:'''Show Invoice Number at bottom left of screen for sales history tickets.'''
 
  
−
Ticket Maintenance
+
====Windows Client====
−
:'''Use job/customer specific ticket form when printing ticket if specified.'''
 
  
−
===Accounts Payable Module===
+
:'''User Alerts which displays important information at program startup.'''
  
−
Import Invoices
+
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
−
:Set the payment method for imported invoices from the vendor.
 
  
−
Re-Print ACH Stubs<BR>
 
−
Re-Print Checks
 
−
:'''Add Division selection.'''
 
  
−
Vendor Maintenance
+
===Services===
−
:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
 
  
−
===Cash Management Module===
+
====Application Server====
  
−
Statement Reconciliation
+
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
−
:Properly separate Check No and Check Amount columns based on check key.
 
−
:Fix deposit history drilldown into combined deposits to show the original checks from all the sessions that were combined into the single deposit.
 
−
:Record the last change date/time and user when generating combined deposits.
 
  
−
===Payroll Module===
 
  
−
Tax Library
+
====Device Aggregator====
−
:'''Updated to version 2024-R9.'''
 
  
−
===Services===
+
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
  
−
Application Server
 
−
:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
 
  
−
Device Aggregator
+
====Device Server====
−
:Do not record batch results if there are no batch results present from the batch device.
 
  
−
Device Server
+
:'''Send "Color Alias" to Keystone Batch.'''
−
:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
+
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
  
−
Keystone REST Server (KServer)
+
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
−
:'''Add HaulHub/DOT support for these states: ID, KY, TN, WI.'''
 
−
:'''Add new optional boolean parameter to "StringReplace" function for replacing all occurrences of the pattern.'''
 
−
:'''External AICrete API: New API for interfacing with AICrete.'''
 
−
:Online Customer Portal API: Modify "ContactInfo" endpoint to add "SecOrders" boolean field.
 
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to eliminate "UMTotals" array and replace with discrete fields in the invoice object (significant performance improvement.)
 
−
:Windows Client A/R API: Modify "rdmARCashRegister/cdsDepositHistory" endpoint to include SESSION_NO and TRANS_NO fields from ARTCSHHD table.
 
−
:Windows Client A/R API: Fix "rdmARCashRegister/cdsDepositHistory" query to properly return A/R check information for combined deposits.
 
−
:Windows Client A/R API: Modify query in "rdmARAllTickets/cdsMaster" endpoint to include INVOICE_NO and INVOICE_DATE fields for sales history tickets.
 
−
:Windows Client A/R Report API: Fix query in "ARDocumentList" endpoint (now returns the correct ticket when tickets exist in both the plant and sales ticket tables.)
 
−
:Windows Client Device API v2: Modify "TicketProducts" query in "VehicleStatusUpdate" endpoint to pull ticket detail from all three ticket tables (plant, office, sales.)
 
−
:Windows Client Dispatch API v2: Fix query in "rdmDISchedule/cdsDIAvailTrucks" endpoint to return LOCK_ORDER_PLANT_NO field.
 
  
−
===General===
 
  
−
Setup
+
====KServer Loadout API v1====
−
:'''Now supports installing on Windows 11 for ARM (experimental.)'''
 
  
−
System Option Maintenance
+
:'''New Loadout API added.'''
−
:'''Add search window to help locate system options.'''
 
  
 
----
 
----
 +
 +
[[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 4.6.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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