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>
-==Release 5.2.8.0 - 3/13/2026==
+==Release 5.4.0.0 - 9/16/2026==
-===Accounts Receivable Module===
-====Pay Class Maintenance====
-:'''Add "Fee Expense" section to specify the calculation of the fee charged to the business by the payment processor.'''
-====Purchase Receipts====
-:Fix incorrect calculation of costs with large (> 214,000 approx) numbers (introduced in 5.2.0.1.)
-====Print Invoices====
-====Re-Print Invoices====
-:'''Add ability to print list of ticket numbers with line wrapping.'''
-===Accounts Payable Module===
-====Vendors Maintenance====
-:'''The "Pay Info" tab will now appear when either the "ACH Payment Support" or the "Email Forms Available" A/P system options are turned on.'''
-:'''The "ACH Account Info" box will only appear when the "ACH Payment Support" A/P system option is turned on.'''
-====Handwritten Check Entry====
-====Invoice Vouchering====
-:Fix issues when grid layouts are customized by the user but do not restore properly the next time the option is run.
-:Fix issue where the Receipts Distribution grid and the P.O. Receipts tab were showing when the user entered a P.O. number that was not in the P.O. system.
-====Print ACH Stubs====
-====Re-Print ACH Stubs====
-:'''This option will now appear on the menu when either the "ACH Payment Support" or the "Email Forms Available" A/P system options are turned on.'''
-===Cash Management Module===
-====Transaction Entry====
-:Fix UI issues on the G/L Distributions screen when using the Ctrl-Up Arrow to increase the font size.
-:'''Automatically scale the text size when the G/L Distributions form dimensions are changed.'''
-===General===
-====Company Database====
-:'''Updated to version 27.09.'''
-===Services===
-====Device Server====
-:'''Add GiaTec dispatch event notification device.'''
-====KServer Dashboard API====
-:Fix "timeinstatusminutes" query to use the correct data for Job Wash times.
-====KServer Keystone Online Customer Portal API====
-:'''Add "CustomerPO" field to OrdReqJobInfo endpoint.'''
-:'''Modify OrdReqJobs and OrdReqJobInfo endpoints to respect Start/Stop dates of job.'''
-====KServer Keystone Online E-Ticketing API====
-:'''Add "HomePlantId" field to DriverList endpoint.'''
-====KServer External GiaTec API v2====
-====KServer External Stonemont API v1====
-====KServer External Stonemont API v2====
-:The "batchresultslist" endpoints will now properly filter the results based on both the date and time specified in the query parameters (previously only used the date portion.)
-==Release 5.2.7.0 - 2/24/2026==
 ===Dispatch Module===
-====Order Maintenance====
+====End Of Day====
-:'''Add Dispatch Ticket Printing system option "Prevent Product Slump Override" to prevent override of a user-entered order slump by the mix product slump.'''
-===Accounts Receivable Module===
-====A/R Distributions to G/L (Month End)====
-:'''Add Division selection.'''
-====Pay Class Maintenance====
-:'''Add "Fee Expense G/L" field to pay class and the dept/plant cross-reference grid.'''
-====Sales Tax Rates Maintenance====
-:'''Add "Calc Fee On" field.'''
-====Ticket Inquiry====
-:Fix exception "EDatabaseError: cdsMaster Field VOID_REASON not found" when attempting to open a voided ticket. This can also happen at startup if the first ticket happens to be voided (introduced in 5.1.0.11.)
-:'''Prevent a date range wider than 3 months for performance.'''
-====Divisions Maintenance====
-====Plants Maintenance====
-:'''Remove ability to edit the Cash G/L field on the Defaults tab (this has been superceded by Pay Classes.)'''
-===Accounts Payable Module===
-====A/P Inquiry====
-:'''Add ability to see uploaded documents for invoices.'''
-====Email ACH Stubs====
-:Fix sessions dated on the "Date To" date not appearing in the "Select Session" dropdown list.
-====Invoice Vouchering====
-:'''Add ability to upload documents to an invoice on the G/L Distributions form.'''
-====Vendors Maintenance====
-:Show the Email ACH checkbox on the Contacts tab when the A/P Email Forms option is turned on.
-===General Ledger Module===
-====Import Payroll Transactions====
-:'''Add workaround for iSolved G/L Account numbers with embedded spaces.'''
-:Fix exception "EImportPayroll: LoadGLData [400] The request is not valid" when importing G/L transactions  due to iSolved API changes.
-===General===
-====Company Database====
-:'''Updated to version 27.06.'''
-====System Menu====
-:Show the A/P Email ACH Stubs option if the A/P Email Forms option is turned on.
-====Windows Client====
-:'''Improve performance of form scaling and avoid double form scaling at startup.'''
-:'''New Keystone splash screen.'''
-===Services===
-====Application Server====
-:'''Modify "PrepareRemoteDB" method to copy ARTSLSTER and ARTSLSTERMAP tables to remote database.'''
-====KServer Keystone Online Customer Portal API====
-:'''Modify "CustomerInvoices" and "HPPInvoice" endpoints to calculate the fee based on the "Calc Fee On" setting in A/R Pay Class Maintenance.'''
-====KServer Keystone Online Dashboard API====
-:'''Improve performance of "salesdash" query (2X).'''
-====KServer Windows Client A/R API====
-:Modify rdmARAllTickets/cdsMaster endpoint to return VOID_REASON field.
-====Keystone Relay====
-:Fix cases where request timeout exceptions would crash the server.
-==Release 5.2.6.0 - 2/2/2026==
-===Accounts Receivable Module===
-====Email Invoices====
-:Fix exception "EDatabaseError: Field EMAIL_STATUS cannot be modified" when attempting to send the emails (introduced in 5.2.4.1.)
-===Utilities===
+:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
-====DataScope====
-:Fix issue when using drilldown where numeric fields showed incorrect values when scrolling the drilldown grid.
+====Open Ticket Stack====
-==Release 5.2.5.0 - 2/1/2026==
+:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
-===Dispatch Module===
 ====Order Maintenance====
-:Fix UI Issue: the "Amt Reqd" field label should be highlighted in RED (introduced in 5.1.0.23.)
+:'''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.
-====End Of Day====
+:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
-====Load Schedule Report====
-====Order List====
+====Schedule====
-:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
+: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.'''
-===Accounts Receivable Module===
-====Cash Posting====
-:Fix UI issue where the Credit Status field did not display in the correct text color with certain visual themes.
+====Ticket Printing====
-====Email Invoices====
+:'''Send custom mix design to batch control from job/order if specified.'''
-:Fix long delay when starting the option and loading the list of invoices to be emailed (introduced in 5.0.99.6.)
+:'''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.
-====Import Tickets====
+:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
-====Invoice Register====
+:Improved performance of the Truck Id dropdown.
-====Invoice Register (Month End)====
-====Invoiced Tickets List (Month End)====
-====Pre-Billing Audit List====
-====Ticket Activity Report====
-:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
-===General===
-====Windows Client====
-:Fix UI issue: the text color for disabled edit fields is hard to read (introduced in 5.1.0.23.)
+====Truck Demand Graph====
+:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
-===Services===
+:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
-====Keystone REST Server (KServer)====
+:'''The minimum Slot Length is now 1 minute.'''
-:Fix issue when creating server threads where only one thread was created to service requests.
+:Fixed the Delivery Time labels so they always reflect time of day.
@@ Line 292: / Line 62: @@
 ====End Of Day====
-====Order List====
+:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
-:'''On the Material Usage report show quantity fields in both the Mix U/M and the Inventory U/M.'''
-===Accounts Payable Module===
-====Print Checks====
-====Re-Print Checks====
-:Fix issue where the calculated field CALC_WRITTENAMT no longer worked as previously (introduced in 5.2.3.2.)
-==Release 5.2.4.0 - 1/25/2026==
-===Dispatch Module===
-====Email Orders====
-:'''Add ability to select a single customer.'''
-:'''Add Job Id as a grid field that can be filtered.'''
-===Accounts Receivable Module===
-====Drivers Maintenance====
-:Fix issue where spaces/blanks in the GPS Driver No field would incorrectly cause the duplicate GPS Driver No warning message on startup.
-====Job Prices Maintenance====
-:'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.'''
-:'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".'''
-====Products Maintenance====
-:'''Add "Job Mix Id" and "Job Mix Year" fields to the grid on the DOT tab, which is now visible.'''
-====Trucks Maintenance====
-:Fix issue where spaces/blanks in the GPS Unit Id field would incorrectly cause the duplicate GPS Unit Id warning message on startup.
-===Quote Module===
-====Quote Maintenance====
-:'''Remove the "Job Mix Id" and "Job Mix Year" fields from the main Products grid.'''
-:'''Add a products grid to the DOT tab which contains the "Job Mix Id" and "Job Mix Year".'''
-===Accounts Payable Module===
-====1099 Audit List (Month End)====
-:Fix exception "EOleException: Column unknown VE.TRX_PAYMENTS" when running in Transactions mode.
+====Open Ticket Stack====
-====Invoice Vouchering====
+:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
-:'''The layout of the Expense Distributions grid will now be remembered from run to run.'''
+====Order Stack====
-====Print Checks====
+:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
-====Re-Print Checks====
-:'''Add ability to print the check amount in words without adding the "dollars" text at the end.'''
-===General===
-====Company Database====
-:Fix exception "EOleException: attempted update of read-only column" when updating A/R Invoices with at least one void invoice.
-===Services===
-====KServer Driver API====
-:'''Add Notes 1 & 2 ticket fields to the "truckticketinfo" endpoint.'''
-====KServer Keystone Online Customer Portal API====
-:'''Modify CustomerInvoices endpoint to calculate fee surcharge based on invoice balance before tax.'''
-:'''Modify HPPInvoice endpoint to calculate fee surcharge based on invoice balance before tax.'''
-===Payroll Module===
-====Company Totals====
-:Restore ability to run historical payroll reports (introduced in 5.2.0.)
-==Release 5.2.3.0 - 12/29/2025 ==
-===Dispatch Module===
-====Order Maintenance====
-:'''When adding a new order, display "<Required>" in the P.O. Number field if it is required.'''
-====Ticket Printing====
-:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
-===Accounts Receivable Module===
-====Pay Class Maintenance====
-:Fix Pay Type dropdown showing a pound sign (#) for the None and Check pay types (introduced in 5.1.0.14.)
-:Fix "EDBClientError" exception when attempting to add more than one Pay Processor Pay Type at a time (introduced in 5.0.99.27.)
-====Ticket Maintenance====
-:'''When adding a new ticket, display "<Required>" in the P.O. Number field if it is required.'''
-===General===
-====System Menu====
-:Fix "Logging in to <companyname>" message to avoid replacing ampersand with an underscore character.
-====Windows Client====
-:'''Improve unit cost rounding on various reports.'''
-===Services===
-====Application Server====
-:Fix exception "EOleException: Violation of FOREIGN KEY constraint ARTPAYCLSMAP_FKY_PAY_CLASS" when the Prepare Remote Ticketing Data option is executed (introduced in 5.1.0.3.)
-:Fix error "The pay class cannot be added. Reason: generator GEN_ARPAYCLASSMAP is not defined" when adding a Payment Processor pay type in Pay Class Maintenance (introduced in 5.0.99.27.)
-====Application Server====
-====Device Aggregator====
-====Device Server====
-:'''Add ability to update "Add Water" for a ticket from an Integra/Trak-It GPS status device.'''
-===Ticketing Module===
-====Order Maintenance====
 ====Ticket Printing====
-:'''When adding a new item, display "<Required>" in the P.O. Number field if it is required.'''
+:Do not require Pay Class when no payment amount is entered on the payment screen.
-===Utilities===
-====DataScope====
-====Query Export====
+:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
-:'''Add support for [DATE] tag when specifying the "Export Data Filename" in the Save Query dialog. The [DATE] tag will be replaced with the current system date.'''
+:Improved performance of the Truck Id dropdown.
-==Release 5.2.2.0 - 12/19/2025==
 ===Accounts Receivable Module===
-====Job Prices Maintenance====
+====A/R Aged Trial Balance====
-:Do not display customer warning that is set to trigger in Order Maintenance.
+:'''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.'''
-===Purchase Order Module===
-====P.O. Receipt Entry====
+====Cash Posting====
-:Fix issue where the plus icon when adding a new receipt is partially covered by the "P.O. Number" label.
+:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
-===General===
+====Credit Card Pre-Approval====
-====Company Database====
+:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
-:Updated to version 27.02.
+====Job Price List====
-====Reports====
+:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
-:Fix exception "EDatabaseError cdsKey: Index $ACTIVEFIRST not found" when clicking in the Selection Criteria grid and then printing/previewing (introduced in 5.2.1.)
+====Job Price Maintenance====
-====Windows Client====
+:'''Now supports custom mix design by job (contact support if you need this feature.)'''
-:'''Improve precision of Unit Cost fields.'''
+:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
-===Services===
+====Pre-Billing Audit List====
-====Application Server====
-:'''Improve precision of cost calculations when reconciling inventory.'''
+:'''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.
-====Device Aggregator====
-====Device Server====
-:'''Increase precision of Specific Gravity field.'''
-==Release 5.2.1.0 - 12/10/2025==
-===Accounts Receivable Module===
-====Customer Prices Maintenance====
-:Fix issue where customer price records could not be deleted (introduced in 5.2.)
-====Re-Print Tickets====
-:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
 ====Print Invoices====
-====Re-Print Invoices====
+:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
-:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
+: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.)
-===Accounts Payable Module===
+====Products Maintenance====
-====Vendors Maintenance====
+:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
-:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
+====Sales Tax Rates Maintenance====
-===General===
+:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
-====Reports====
-:'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.'''
+====Ticket Inquiry====
+:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
-====Windows Client====
-:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
+====Ticket Maintenance====
+:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
-===Services===
+: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.
-====Application Server====
-:Fix zero cost issues with inventory reconciliation.
+====A/R Inquiry====
+====Cash Posting====
-====KServer Keystone Online Dashboard API====
+====Ticket Inquiry====
-:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
-==Release 5.2.0.0 - 12/4/2025==
-===New Feature===
-====Credit Card Fees====
+:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
-:'''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.'''
-====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.'''
-====Visual Themes====
-:'''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:'''
-:'''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===
-====Order List====
-:Remove blank Report Sequence option.
-====Order Maintenance====
-:Remove the MAP button next to the Delivery Instructions fields.
-:'''Add a warning message when changing Job Id for an existing order.'''
-:'''Add visual indicator when Slump is changed due to a product change on the order.'''
-====Schedule====
-:'''Add "Base Mix" as an optional schedule grid field.'''
-:'''Added hint message for split orders.'''
-:'''Add "Show Status Hints" to Options menu.'''
-:'''Add "Status Hint Legend" to Options menu.'''
-:'''Add system option to cache schedule queries to improve performance in certain cases.'''
-:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
-===Ticketing Module===
-====Order List====
-:Remove blank Report Sequence option.
-===Accounts Receivable Module===
-====A/R Inquiry====
-:'''Add credit card fee/pay class to Payment History grid.'''
 ====Cash Posting Register====
-:'''Add "Session No" to selection criteria.'''
+====Cash Posting Register (Month End)====
-====Customer Prices Maintenance====
-:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
-====Customer Sales by Job====
-:Fix overlap of long product code and product description.
-====Drivers List====
-:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
-====Email Invoices====
-: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.
-====Job Prices Maintenance====
-:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
-:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
+:'''Add "Fee Amount" column with totals on the cash receipts register.'''
-====Pay Class Maintenance====
-:'''New option added to the A/R File Maintenance menu.'''
+====Product Classes Maintenance====
 ====Products Maintenance====
-:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
+:'''Add "Edit Mix Design by Job/Order" checkbox.'''
-====Sales Tax Rates Maintenance====
+===Quote Module===
-:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
+====Quote List====
+:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
-====Ticket Maintenance====
-:'''A warning message will be displayed if the Tax Authority field is left blank.'''
-:'''Ask for a Void Reason when using the F3 Void button.'''
-====Void Invoice====
-:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
@@ Line 695: / Line 185: @@
 ====Email ACH Stubs====
-:'''New option added to the A/P Invoicing/Checks menu.'''
+:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
-====Federal & State 1099 Export====
+===Cash Management Module===
-:'''Updated for 2025.'''
+====Transaction Entry====
-====Print 1099 Forms (Month End)====
-:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
+: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.
-====Vendors 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.
-:Fix typecast exception (Null->OleStr) when adding a new vendor.
-====Handwritten Check Entry====
-====Invoice Vouchering====
-====Vendor Classes Maintenance====
-====Vendors Maintenance====
-:Allow bank account G/L accounts to be used in Expense G/L dropdown.
-===General Ledger Module===
-====Accounts Maintenance====
-:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
-===System Menu===
-====Option Maintenance====
-:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
@@ Line 742: / Line 201: @@
 ====Company Database====
-:'''Updated to version 26.07.'''
+:'''Updated to version 28.17.'''
-====Document Database====
+====System Database====
-:'''Updated to version 2.01.'''
+:'''Updated to version 7.0.'''
-====Keystone Setup====
-:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
-:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
-====System Menu====
-:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
-:'''Add Visual Theme selector icon to the top of the menu.'''
-:'''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.
-:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
 ====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.'''
+:'''Consolidated Email, SMS and other options in the Contacts grid.'''
-: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".'''
@@ Line 787: / Line 220: @@
 ====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.'''
+----
-====KServer Driver API====
-: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.'''
+[[Release Notes for Keystone 5.3.x]]
-====Keystone REST Server (KServer)====
+[[Release Notes for Keystone 5.2.x]]
-: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]]

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