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>
  
−
==Release 5.2.0.0 - 12/4/2025==
+
==Release 5.4.0.0 - 9/16/2026==
  
−
===New Feature===
+
===Dispatch Module===
 +
 
 +
====End Of Day====
 +
 
 +
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
  
−
====Credit Card Fees====
 
  
−
:'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.'''
+
====Open Ticket Stack====
  
 +
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
  
−
====Save Form Layouts====
 
  
−
:'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.'''
+
====Order Maintenance====
  
 +
:'''Now supports custom mix design by order (contact support if you need this feature.)'''
  
−
====Visual Themes====
+
:Allow editing of order with incorrectly specified %/Qty Sold tax column.
  
−
:'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
+
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
−
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
 
−
:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
 
−
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
 
−
:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''
 
  
  
−
===Dispatch Module===
+
====Schedule====
  
−
====Order List====
+
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
  
−
:Remove blank Report Sequence option.
+
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
  
  
−
====Order Maintenance====
+
====Ticket Printing====
  
−
:Remove the MAP button next to the Delivery Instructions fields.
+
:'''Send custom mix design to batch control from job/order if specified.'''
  
−
:'''Add a warning message when changing Job Id for an existing order.'''
+
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
  
−
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
+
: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.'''
  
−
====Schedule====
+
:Improved performance of the Truck Id dropdown.
  
−
:'''Add "Base Mix" as an optional schedule grid field.'''
 
  
−
:'''Added hint message for split orders.'''
+
====Truck Demand Graph====
  
−
:'''Add "Show Status Hints" to Options menu.'''
+
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
  
−
:'''Add "Status Hint Legend" to Options menu.'''
+
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
  
−
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
+
:'''The minimum Slot Length is now 1 minute.'''
  
−
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
+
:Fixed the Delivery Time labels so they always reflect time of day.
  
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
====Order List====
+
====End Of Day====
  
−
:Remove blank Report Sequence option.
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
  
  
−
===Accounts Receivable Module===
+
====Open Ticket Stack====
  
−
====A/R Inquiry====
+
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
  
−
:'''Add credit card fee/pay class to Payment History grid.'''
 
  
 +
====Order Stack====
  
−
====Cash Posting Register====
+
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
  
−
:'''Add "Session No" to selection criteria.'''
 
  
 +
====Ticket Printing====
  
−
====Customer Prices Maintenance====
+
:Do not require Pay Class when no payment amount is entered on the payment screen.
  
−
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
  
 +
:Improved performance of the Truck Id dropdown.
  
−
====Customer Sales by Job====
 
  
−
:Fix overlap of long product code and product description.
+
===Accounts Receivable Module===
  
 +
====A/R Aged Trial Balance====
  
−
====Drivers List====
+
:'''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.'''
  
−
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
+
:'''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.'''
  
  
−
====Email Invoices====
+
====Cash Posting====
  
−
:Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
+
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
  
  
−
====Job Prices Maintenance====
+
====Credit Card Pre-Approval====
  
−
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
+
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
  
−
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
 
  
 +
====Job Price List====
  
−
====Pay Class Maintenance====
+
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
  
−
:'''New option added to the A/R File Maintenance menu.'''
 
  
 +
====Job Price Maintenance====
  
−
====Products Maintenance====
+
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
  
−
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
+
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
  
  
−
====Sales Tax Rates Maintenance====
+
====Pre-Billing Audit List====
  
−
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown 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.
  
−
====Ticket Maintenance====
 
  
−
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
+
====Print Invoices====
  
−
:'''Ask for a Void Reason when using the F3 Void button.'''
+
: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.)
  
−
====Void Invoice====
 
  
−
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
+
====Products Maintenance====
  
 +
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
  
−
===Accounts Payable Module===
 
  
−
====Email ACH Stubs====
+
====Sales Tax Rates Maintenance====
  
−
:'''New option added to the A/P Invoicing/Checks menu.'''
+
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
  
  
−
====Federal & State 1099 Export====
+
====Ticket Inquiry====
  
−
:'''Updated for 2025.'''
+
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
  
  
−
====Print 1099 Forms (Month End)====
+
====Ticket Maintenance====
  
−
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
+
:'''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.
  
−
====Vendors Maintenance====
 
  
−
:Fix typecast exception (Null->OleStr) when adding a new vendor.
+
====A/R Inquiry====
  
 +
====Cash Posting====
  
−
====Handwritten Check Entry====
+
====Ticket Inquiry====
  
−
====Invoice Vouchering====
+
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
  
−
====Vendor Classes Maintenance====
 
  
−
====Vendors Maintenance====
+
====Cash Posting Register====
  
−
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
+
====Cash Posting Register (Month End)====
  
 +
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
  
−
===General Ledger Module===
 
  
−
====Accounts Maintenance====
+
====Product Classes Maintenance====
  
−
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
+
====Products Maintenance====
  
 +
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
  
−
===System Menu===
 
  
−
====Option Maintenance====
+
===Quote Module===
  
−
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
+
====Quote List====
  
 +
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
  
−
===General===
 
  
−
====Company Database====
+
===Accounts Payable Module===
  
−
:'''Updated to version 26.07.'''
+
====Email ACH Stubs====
  
 +
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
  
−
====Document Database====
 
  
−
:'''Updated to version 2.01.'''
+
===Cash Management Module===
  
 +
====Transaction Entry====
  
−
====Keystone Setup====
+
: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.
  
−
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
+
: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.
  
−
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
 
  
 +
===General===
  
−
====System Menu====
+
====Company Database====
−
 
 
−
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
 
  
−
:'''Add Visual Theme selector icon to the top of the menu.'''
+
:'''Updated to version 28.17.'''
  
−
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
 
  
−
:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
+
====System Database====
  
−
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
+
:'''Updated to version 7.0.'''
  
  
 
====Windows Client====
 
====Windows Client====
  
−
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
+
:'''User Alerts which displays important information at program startup.'''
−
 
 
−
:'''Add First/Last page buttons to the Document Viewer.'''
 
−
 
 
−
:'''Use search button in place of blue background for fields where F4 search is available.'''
 
−
 
 
−
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
 
  
−
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
+
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
  
  
Line 227: Line 220:
 
====Application Server====
 
====Application Server====
  
−
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
+
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
  
−
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
 
  
 +
====Device Aggregator====
  
−
====Device Server====
+
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
  
−
:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
 
  
 +
====Device Server====
  
−
====KServer Dashboard API====
+
:'''Send "Color Alias" to Keystone Batch.'''
 +
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
  
−
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
+
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
  
−
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
 
  
 +
====KServer Loadout API v1====
  
−
====KServer Dispatch API v2====
+
:'''New Loadout API added.'''
  
−
:'''Add "NextToLoad" endpoint.'''
+
----
  
 +
[[Release Notes for Keystone 5.3.x]]
  
−
====KServer Driver API====
+
[[Release Notes for Keystone 5.2.x]]
−
 
 
−
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
 
−
 
 
−
 
 
−
====KServer Keystone Online Back Office API====
 
−
 
 
−
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
 
−
 
 
−
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
 
−
 
 
−
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
 
−
 
 
−
 
 
−
====KServer Keystone Online Customer Portal API====
 
−
 
 
−
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
 
−
 
 
−
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
 
−
 
 
−
 
 
−
====Keystone REST Server (KServer)====
 
−
 
 
−
:Fix "EFOpenError" exception during Keystone system installation.
 
−
 
 
−
:'''Modify KPPTranslate action to handle pay class fees.'''
 
−
 
 
−
 
 
−
====Keystone Relay====
 
−
 
 
−
:Fix occasional crashes resulting from NullReferenceException.
 
−
 
 
−
 
 
−
====Kserver Datatables API====
 
−
 
 
−
:'''Updated AP1099FORMBOX for 2025.'''
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 5.1.x]]
 
[[Release Notes for Keystone 5.1.x]]

Latest revision as of 00:11, 17 September 2026


NOTE: Items in bold type are NEW features.

Release 5.4.0.0 - 9/16/2026

Dispatch Module

End Of Day

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


Open Ticket Stack

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


Order Maintenance

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


Schedule

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


Ticket Printing

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


Truck Demand Graph

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


Ticketing Module

End Of Day

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


Open Ticket Stack

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


Order Stack

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


Ticket Printing

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


Accounts Receivable Module

A/R Aged Trial Balance

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


Cash Posting

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


Credit Card Pre-Approval

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


Job Price List

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


Job Price Maintenance

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


Pre-Billing Audit List

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


Print Invoices

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


Products Maintenance

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


Sales Tax Rates Maintenance

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


Ticket Inquiry

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


Ticket Maintenance

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


A/R Inquiry

Cash Posting

Ticket Inquiry

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


Cash Posting Register

Cash Posting Register (Month End)

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


Product Classes Maintenance

Products Maintenance

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


Quote Module

Quote List

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


Accounts Payable Module

Email ACH Stubs

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


Cash Management Module

Transaction Entry

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


General

Company Database

Updated to version 28.17.


System Database

Updated to version 7.0.


Windows Client

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


Services

Application Server

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


Device Aggregator

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


Device Server

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


KServer Loadout API v1

New Loadout API added.

Release Notes for Keystone 5.3.x

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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