Difference between revisions of "New Keystone Releases"

Latest revision as of 00:11, 17 September 2026

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

@@ Line 4: / Line 4: @@
 <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
-==Build 4.7.6 - 12/3/2024==
+==Release 5.4.0.0 - 9/16/2026==
 ===Dispatch Module===
-Order Maintenance
+====End Of Day====
-:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
-:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
-:'''Carry "Show when order accessed" field from job when copying an order and changing the job on an order.'''
-===Ticketing Module===
+:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
-Order Maintenance
-:'''When a contact is selected, populate the order phone number from the contact mobile number (if specified) or the contact phone number.'''
-===Accounts Receivable Module===
+====Open Ticket Stack====
-Credit Card Pre-Approval
+:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
-:'''Add "Comment" grid column.'''
-Customer Maintenance<BR>
-Job Price Maintenance
-:'''Add "Auto Hold Tck" checkbox.'''
-Customer Maintenance
+====Order Maintenance====
-:'''Add "Alt Address" tab to allow entry of an alternate address (informational only.)'''
-Import Tickets
+:'''Now supports custom mix design by order (contact support if you need this feature.)'''
-:'''Place imported ticket on hold based on the new "Auto Hold Tck" options in Customer/Job Maintenance.'''
-Job Price Maintenance
+:Allow editing of order with incorrectly specified %/Qty Sold tax column.
-:Move "Plant Mix Type" to Dispatch tab.
-:'''Add "Show when order accessed" checkbox to Dispatch Warning tab.'''
-:Change "Show Dispatch Warning" checkbox description to "Show when job used in order."
-:'''Show "File #" on screen (if quote has a File # and is booked as a job.)'''
-:'''Add new "Job Search" dialog when F4 pressed in Job Id field.'''
-:'''Add blue background (indicating F4 search) to the Job Id field.'''
-===Inventory Module===
+:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
-On Order Maintenance
-:Fix inability to edit "Qty On Order" field for stocked products (introduced in 4.6.)
-===Quote Module===
+====Schedule====
-Quote Maintenance
+:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
-:'''Generate unique File # when adding a new quote.'''
-:'''Show "File #" on screen (if quote has a File #.)'''
-:'''Add ability to search on File #, Comment 1 and Comment 2 to F4 Quote Search.'''
-:Replaced calendar control on F4 Quote Search dialog to resolve issues with highlighting days containing quotes.
-:'''When booking a job, copy the "File #" field from the quote to the new job.'''
-===Accounts Payable Module===
+:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
-Federal & State 1099 Export
-:'''No changes for 2024 (ready for 2024 e-filing.)'''
-===Purchase Order Module===
+====Ticket Printing====
-P.O. Receipt Maintenance
+:'''Send custom mix design to batch control from job/order if specified.'''
-:Fix EAccessViolation exception when deleting a receipt.
-===General Ledger Module===
+:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
-Import Payroll Transactions
+:Do not require Pay Class when no payment amount is entered on the payment screen.
-:Fix exception "EDatabaseError: Expression expected but nothing found" when importing C/M transactions where none of the G/L transactions reference C/M bank accounts.
-:Fix summarization logic for C/M impound, invoice and other transactions to process each record.
-:When summarizing C/M process all transactions other than Check/DirDep (to include Other transaction types.)
-:'''Add system options for Earn and Other G/L Item Categories.'''
-:'''Add system option to control G/L consolidation by G/L item category (default is to consolidate all item categories except Check/DirDep/Earn.)'''
-:Fix overlapping checkbox "Show Trx Description 2" (introduced in 4.7.4.)
-===Payroll Module===
+:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
-ACA 1094/1095 Export
+:Improved performance of the Truck Id dropdown.
-:'''No changes for 2024 (ready for 2024 e-filing.)'''
-Federal & State W-2 Export
-:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
-Federal W-2C (Corrections) Export
+====Truck Demand Graph====
-:'''Add support for Box 12 code "II" (ready for 2024 e-filing.)'''
-Tax Library
+:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
-:'''Updated to version 2024-R12b (KY, ME, MI states.)'''
-===General===
+:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
-DataScope<BR>
+:'''The minimum Slot Length is now 1 minute.'''
-Query Export
-:'''Add "Quotes" option to the "Restricted to Module" dropdown list on the Save Query dialog.'''
-PDF Viewer
+:Fixed the Delivery Time labels so they always reflect time of day.
-:'''Save/restore form state, size and position from run to run.'''
-:'''Show currently loaded PDF filename in form caption.'''
-System Menu
-:'''When building query menu, add Quotes option to the retricted to module logic.'''
-:Take user security roles into account when filtering the query list by module.
-System Option Maintenance
+===Ticketing Module===
-:'''Add new options under G/L->Import Payroll Options: ISolved GL Category (Earn), ISolved GL Category (Other), ISolved GL Consolidation by Item Category.'''
-===Services===
+====End Of Day====
-Keystone REST Server (KServer)
+:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
-:'''Online Dashboard API: New API added to support Python dashboard.'''
-:Windows Client A/R Lookup API: Modify query in "rdmARJobPrice/cdsKey" endpoint to support new F4 Job Search dialog in Job Price Maintenance.
-:Windows Client Quote Lookup API: Modify query in "rdmQTQuote/cdsKey" endpoint to support File #, Comment 1 and Comment 2 fields in F4 Quote Search dialog in Quote Maintenance.
-==Build 4.7.5 - 11/9/2024==
-===Payroll Module===
+====Open Ticket Stack====
-Tax Library
+:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
-:'''Updated to version 2024-R12 (Social Security wage base for 2025.)'''
-==Build 4.7.4 - 11/1/2024==
-===Dispatch Module===
+====Order Stack====
-Mix Design Maintenance
+:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
-:Filter product lookup to include only Mix type products.
-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
+====Ticket Printing====
-:Move "View Order" button to bottom-most position on the Order popup dialog.
-Ticket Maintenance<BR>
+:Do not require Pay Class when no payment amount is entered on the payment screen.
-Ticket Printing
-:Fix automatic product handling to avoid adding automatic products where the product is marked Inactive in Product Maintenance.
-===Ticketing Module===
+:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
-Order Maintenance
+:Improved performance of the Truck Id dropdown.
-: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===
-Customer Maintenance
+====A/R Aged Trial Balance====
-:'''Add "Web Orders" checkbox to Contacts grid.'''
-Import Tickets
-: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
-:'''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>
+:'''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.'''
-Re-Print Invoices
-:'''Add ability to print Order Contact and Phone Number on invoice.'''
-Ticket Maintenance
+:'''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 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===
-Print Quotes
+====Cash Posting====
-:'''Add ability to print the product's Description 1 and 2 fields on the quote form.'''
-===Accounts Payable Module===
+:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
-A/P Inquiry
-:'''Add "Last Ck#" grid column.'''
-Select Invoice for Payment
+====Credit Card Pre-Approval====
-:If user does not have security role permission for C/M, do not show the C/M account balance.
-===General Ledger Module===
+:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
-G/L Batch List
-:'''Add user checkbox for "Show Trx Description 2".'''
-Import Payroll Transactions
+====Job Price List====
-:'''New option added to the G/L Entry/Inquiry menu (used to import transactions from iSolved payroll.)'''
-===Payroll Module===
+:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
-Tax Library
-:'''Updated to version 2024-R11a.'''
-Timecard Maintenance
+====Job Price Maintenance====
-:Fix EAccessViolation exception when deleting a paycheck.
-===General===
+:'''Now supports custom mix design by job (contact support if you need this feature.)'''
-DataScope<BR>
+:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
-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===
+====Pre-Billing Audit List====
-Application Server
+:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
-: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
+:Include fee paid in payment amount when ticket includes a payment with a fee.
-:'''Digital Fleet ticket XML export: add "usage_desc" field.'''
-Keystone REST Server
-: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==
+====Print Invoices====
-===Payroll Module===
+:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
-Tax Library
+: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.)
-:'''Updated to version 2024-R11 (IN counties.)'''
-===General===
-System Map
+====Products Maintenance====
-:Fix issue where an empty white screen appears when viewing the map.
-System Menu
+:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
-: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===
+====Sales Tax Rates Maintenance====
-Order Maintenance
+:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
-:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-Schedule
-: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
+====Ticket Inquiry====
-: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===
+:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
-Order Maintenance
-:'''Add ability to initiate sending an email when clicking the new email icon next to an email address on the Contacts tab.'''
-Order Stack
+====Ticket Maintenance====
-: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===
+:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
-A/R Inquiry<BR>
+: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.
-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
-:Do not require Tax Exempt Id for non-taxable customers that are Inactive.
-Import Tickets
+====A/R Inquiry====
-:When reading CSV file, strip the Excel UTF-8 BOM characters from the first record.
-Prepare Remote Ticketing Data
+====Cash Posting====
-:'''Add client-side log messages.'''
-Print Invoices
+====Ticket Inquiry====
-: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
+:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
-: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===
-Prospect Maintenance<BR>
+====Cash Posting Register====
-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===
+====Cash Posting Register (Month End)====
-Vendor Maintenance
+:'''Add "Fee Amount" column with totals on the cash receipts register.'''
-:'''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===
-Batch List
+====Product Classes Maintenance====
-:'''Print transaction second description line if present.'''
-===Payroll Module===
+====Products Maintenance====
-Tax Library
+:'''Add "Edit Mix Design by Job/Order" checkbox.'''
-:'''Updated to version 2024-R10.'''
-===General===
-Company Database
+===Quote Module===
-:Updated to version 25.02.
-System Menu
+====Quote List====
-:When releasing locked tickets, clear the Z$ARTGENINVSORT table for the invoice sessions that are released.
-:When retrieving pending web update, eliminate possibility of endless loop which consumes a large amount of resources in KServer.
-Windows Client
+:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
-:Fix auto-task handling to properly set the location of the Application Server (introduced in 4.5.5.1.)
-:When processing an auto-task, initialize client-side log.
-:Decrease file chunk size to 1MB when reading/writing files from/to KServer.
-:When reading file from KServer, raise exception if the response content type is not valid.
-:When reading file from KServer, raise exception if an attempt is made to read the same file chunk twice.
-===Services===
-Application Server
+===Accounts Payable Module===
-:When printing invoices, clear the Z$ARTGENINVSORT table for the current session before generating the invoice sort records.
-Keystone REST Server (KServer)
+====Email ACH Stubs====
-: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==
+:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
-===Dispatch Module===
-Order Maintenance
+===Cash Management Module===
-: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===
+====Transaction Entry====
-Cash Posting
+: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.
-:Adjust position of Post Allow/Post Cash/Post Disc dialog box to be below/above the invoice being posted to.
-Customer 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.
-:'''Add system option to require Tax Id number to be entered for tax exempt customer (default ON.)'''
-Re-Print Tickets
-:Fix exception "cdsReport: Field SALES_LIST_PRICE not found" (introduced in 4.6.99.18.)
 ===General===
-Company Database
+====Company Database====
-:Fix conversion from version 24.09 to handle issues when adding new foreign key constraints to ARTCSHDT and ARTINV tables.
-Reports
+:'''Updated to version 28.17.'''
-:Some reports were not respecting the default font/bold printer options.
-===Services===
-Keystone REST Server (KServer)
+====System Database====
-:'''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==
+:'''Updated to version 7.0.'''
-===Dispatch Module===
-Edit Ticket Times
+====Windows Client====
-:'''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
+:'''User Alerts which displays important information at program startup.'''
-:'''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
+:'''Consolidated Email, SMS and other options in the Contacts grid.'''
-:'''Add handling for "mix multiplier" auto qty products.'''
-Re-Print Tickets<BR>
-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>
+===Services===
-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
-: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
+====Application Server====
-:'''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
+:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
-:Change calculation of departure time for additional Plus load to be the End Pour time of the last load.
-===Ticketing Module===
-Order Maintenance
+====Device Aggregator====
-:'''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
+:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
-:'''Add "Qty Ord" as an optional grid field.'''
-Re-Print Tickets<BR>
-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>
+====Device Server====
-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
+:'''Send "Color Alias" to Keystone Batch.'''
-:Fix endless printing when a ticket form CHAINs to another form (introduced in 4.6.2.2.)
+:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
-===Accounts Receivable Module===
+:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
-A/R Inquiry
-:'''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
+====KServer Loadout API v1====
-:'''Add product class selection.'''
-Customer Maintenance
+:'''New Loadout API added.'''
-: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
+----
-:Show only those events related to customer prices.
-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.'''
-Import Tickets
-: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
-:'''Add new invoice separation options: Customer Id, Job Id, Order Id and Customer Id, Job Id, Ship To.'''
-Print Statements
-:'''Add Order Id and the four Ship To fields as available fields on the form.'''
-Product Maintenance
-: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
-:'''Add ability to print the 8 load time source fields on tickets.'''
-Sales Tax Rate Maintenance
-:'''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
-:'''Use job/customer specific ticket form when printing ticket if specified.'''
-===Accounts Payable Module===
-Import Invoices
-:Set the payment method for imported invoices from the vendor.
-Re-Print ACH Stubs<BR>
-Re-Print Checks
-:'''Add Division selection.'''
-Vendor Maintenance
-:Change "Rename Vendor" dialog box to ask for the closing period Month/Year like Month End Processing.
-===Cash Management Module===
-Statement Reconciliation
-: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
-:'''Updated to version 2024-R9.'''
-===Services===
-Application Server
-:'''Record the status reason code when setting one of the eight ticket times when the load status is changed.'''
-Device Aggregator
-:Do not record batch results if there are no batch results present from the batch device.
-Device Server
-:When processing batch results from a ULINK device, ignore an ingredient if it's name is empty.
-Keystone REST Server (KServer)
+[[Release Notes for Keystone 5.3.x]]
-:'''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===
+[[Release Notes for Keystone 5.2.x]]
-Setup
+[[Release Notes for Keystone 5.1.x]]
-:'''Now supports installing on Windows 11 for ARM (experimental.)'''
-System Option Maintenance
+[[Release Notes for Keystone 5.0.x]]
-:'''Add search window to help locate system options.'''
-----
+[[Release Notes for Keystone 4.7.x]]
 [[Release Notes for Keystone 4.6.x]]

Difference between revisions of "New Keystone Releases"

Latest revision as of 00:11, 17 September 2026

Contents

Release 5.4.0.0 - 9/16/2026

Dispatch Module

End Of Day

Open Ticket Stack

Order Maintenance

Schedule

Ticket Printing

Truck Demand Graph

Ticketing Module

End Of Day

Open Ticket Stack

Order Stack

Ticket Printing

Accounts Receivable Module

A/R Aged Trial Balance

Cash Posting

Credit Card Pre-Approval

Job Price List

Job Price Maintenance

Pre-Billing Audit List

Print Invoices

Products Maintenance

Sales Tax Rates Maintenance

Ticket Inquiry

Ticket Maintenance

A/R Inquiry

Cash Posting

Ticket Inquiry

Cash Posting Register

Cash Posting Register (Month End)

Product Classes Maintenance

Products Maintenance

Quote Module

Quote List

Accounts Payable Module

Email ACH Stubs

Cash Management Module

Transaction Entry

General

Company Database

System Database

Windows Client

Services

Application Server

Device Aggregator

Device Server

KServer Loadout API v1

Navigation menu

Search