Difference between revisions of "New Keystone Releases"

From GivenHansco Keystone Help
Jump to navigation Jump to search
 
(110 intermediate revisions by the same user not shown)
Line 4: Line 4:
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 3.6.23 - 1/8/2021==
+
==Release 5.3.3.0 - 7/31/2026==
  
−
===Accounts Receivable Module===
+
===Dispatch Module===
  
−
A/R Import Tickets
+
====Cash Payment Entry====
−
:Fix exception "EDatabaseError cdsRemCDSTktHd: Field 'qryXfrBWHd' not found" when importing remote tickets using CDS format from an older Keystone standalone (prior to 3.6.19) that does not export batch weight data.
 
  
−
A/R Print Invoices
+
:'''Add support for Pay Class and Fee Paid.'''
−
:'''Show "Include Ticket Images" checkbox if Document Imaging active.'''
 
  
−
===Accounts Payable Module===
 
  
−
A/P ACH Export
+
====End Of Day====
−
:'''Add "Include Company Debit Record" checkbox (saved from run to run) to match Payroll version.'''
 
−
:'''Add user field for Company Discretionary Data (Type 5 Record) which is saved from run to run.'''
 
−
:Set correct Service Class code (200/220) in Type 5 and Type 8 records depending on whether the "Include Company Debit Record" checkbox is checked.
 
  
−
===Payroll Module===
+
:'''Changed "Check No." column to "Pay Class".'''
  
−
Payroll ACH Export
 
−
:'''Add user field for Company Discretionary Data (Type 5 Record) which is saved from run to run.'''
 
−
:Set correct Service Class code (200/220) in Type 5 and Type 8 records depending on whether the "Include Company Debit Record" checkbox is checked.
 
  
−
Payroll Tax Library
+
====Open Ticket Stack====
−
:'''Updated to 2021-R2 version (MI, MN, MS, NM, VT states).'''
 
  
−
===Services===
+
:'''Add Pay Class and Fee Paid as optional fields.'''
  
−
Device Aggregator
 
−
:Fix issue (introduced in 3.6.17) where aggregator stops accepting commands from clients/device servers if one or more companies have not yet been upgraded to the current DB version.
 
  
−
==Build 3.6.22 - 1/3/2021==
+
====Order Maintenance====
  
−
===Accounts Receivable Module===
+
:'''Add "Ext Price" column to the Products grid.'''
  
−
A/R Import Tickets
+
:The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes.
−
:Fix exception "Operation violates CHECK constraint Z$ARTPTKHD_CHK_DOC_FLAG on view or table Z$ARTPTKHD" when importing batch tickets (introduced in 3.6.21.)
 
  
−
==Build 3.6.21 - 12/29/2020==
+
:'''Display a mouse-over hint on the VOID checkbox in the History grid that shows the void reason AND the user that voided the ticket.'''
  
−
'''<i>WARNING:</i>''' When logging into a company for the first time after installing this update, the database will be upgraded. This process may take as long as 30 minutes depending on the amount of sales history. Be sure to allow enough time to complete the database upgrade.
 
  
−
===Dispatch Module===
+
====Ticket Maintenance====
  
−
Dispatch Ticket Printing
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
−
:Recalculate SubTotal/TaxTotal prior to checking pre-pay balance.
 
−
:'''Add "Batch Job Id" to Job Id dropdown.'''
 
  
−
Export Tickets to Accounting
 
−
:Fix EXF export issue with detail level calculated fields not positioning to the correct record during export (introduced in 2.5.24.)
 
  
−
===Ticketing Module===
+
====Ticket Printing====
  
−
Ticketing Ticket Printing
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
−
:'''Add "Batch Job Id" to Job Id dropdown.'''
 
  
−
===A/P Module===
 
  
−
Print A/P 1099 Forms
+
====Truck Demand Graph====
−
:'''1099-MISC form updated for 2020 changes.'''
 
−
:'''Add 1099-NEC form (new for 2020.)'''
 
  
−
Select Invoices for Payment
+
:'''Now supports up to 10 "Demand Graph" tabs.'''
−
:'''Add system option to restrict invoices shown to the current user (contact support if you need this feature.)'''
 
−
:'''Add "User Id" as an optional grid field.'''
 
  
−
===Payroll Module===
 
  
−
Payroll Tax Library
+
===Ticketing Module===
−
:'''Updated to 2021-R1a version (IL, ND, NJ, OR, RI states.)'''
 
  
−
===Document Imaging Module===
+
====End Of Day====
  
−
Doc System Maintenance
+
:'''Changed "Check No." column to "Pay Class".'''
−
:Fixed DB Type edit box to be left aligned.
 
−
:Fixed edit field tab order.
 
−
:Changed Password field to use password edit style (dots instead of actual characters.)
 
  
−
Link Documents
 
−
:Fix FindSourceDoc method to use DOC_FLAG for ticket tables.
 
−
:Check for void invoices when linking documents to sales history.
 
  
−
===Services===
+
====Order Maintenance====
  
−
Application Server
+
:'''Add "Ext Price" column to the Products grid.'''
−
:'''Add DOC_FLAG field to ARTTCKHD and ARTSLSHD tables.'''
 
−
:Document Imaging: Handle MSSQL date as YYYY-MM-DD or standard format.
 
−
:Document Imaging: Handle integer conversion errors, treat as zero.
 
−
:Document Imaging: Fix document path appending to increment PathId.
 
  
−
Keystone REST Server (KServer)
 
−
:Driver API: Change "updatetck" and "updatesls" queries in "ticket" endpoint to set DOC_FLAG to Y.
 
−
:'''Windows Client Document Imaging API: Add "doclinklist" endpoint to assist company DB upgrade.'''
 
  
−
==Build 3.6.20 - 12/11/2020==
+
====Ticket Printing====
  
−
===Dispatch Module===
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
  
−
Dispatch Schedule
 
−
:'''Add ability to automatically place an order on Hold after a specific load is ticketed.'''
 
  
−
===Payroll Module===
+
====Tickets Maintenance====
  
−
Tax Library
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
−
:'''Updated to 2020-R12a version.'''
 
  
−
===General===
 
  
−
Company Database
+
===Accounts Receivable Module===
−
:'''Upgraded to version 20.08.'''
 
−
 
 
−
===Services===
 
−
 
 
−
Application Server
 
−
:'''Call KServer Contact Event API when Web Access enabled for a customer contact.'''
 
  
−
Device Aggregator
+
====Base Product Maintenance====
−
:'''Add Contact Event device support.'''
 
−
:'''Add GPSID support when recording truck status.'''
 
  
−
Device Server
+
:'''New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.'''
−
:'''Add Contact Event device support.'''
 
−
:'''Add GPSID support when recording truck status.'''
 
−
:'''Oshkosh Status device: Add MaxPourMins configuration parameter.'''
 
−
:'''Oshkosh Status device: Use AssetReportEventId to determine which statuses have been processed.'''
 
  
−
Keystone REST Server (KServer)
 
−
:'''Add Contact Event device support.'''
 
−
:'''Keystone Online Customer Portal API: Add CustomerJobs endpoint.'''
 
−
:Keystone Online Customer Portal API: Exclude void invoices in CustomerInvoices endpoint.
 
−
:'''Keystone Online Customer Portal API: Modify CustomerInvoices endpoint to return DiscountDate/DiscountAmt fields (if applicable.)'''
 
−
:Stonemont QC API: Fix "xbatchresults" endpoint query to query all plant types when looking up tickets.
 
  
−
==Build 3.6.19 - 11/6/2020==
+
====Credit Limit Report====
  
−
===Dispatch Module===
+
:UI Issue: "Credit Limit Threshold %" label text cutoff.
  
−
End of Day<BR>
 
−
Re-Transfer Tickets
 
−
:'''Add batch weights to CDS export.'''
 
  
−
Export Tickets to Accounting
+
====Credit Review Report====
−
:'''Add support for Sage-50 ticket export.'''
 
−
:'''Add batch weights to CDS export.'''
 
  
−
===Accounts Receivable Module===
+
:'''When the "Minimum Avg Days Difference" is left blank, all invoices will now be included regardless of the "Avg Diff" value for the invoice. Enter zero in this box to exclude invoices with negative "Avg Diff" values (the previous behavior.)'''
  
−
Import Tickets
 
−
:'''Import batch weights when importing remote tickets in CDS format.'''
 
  
−
Plant Maintenance
+
====Customers List====
−
:Only include ticket forms on "Ticket Form" dropdown list.
 
  
−
Ticket Maintenance
+
:UI Issues: Fix Report Type group box cutoff at the bottom with certain visual themes. Adjust height of Report Type group box when visual theme changed.
−
:Fix "Field TABLE_ID not found" and "Field CALC_BATCHWEIGHTS not found" exceptions when printing a ticket.
 
  
−
===Accounts Payable Module===
 
  
−
1099 Class Maintenance
+
====Inventory Batch List====
−
:'''Add "1099-NEC" to form dropdown list.'''
 
  
−
===Payroll Module===
+
:'''When printing a Physical Inventory batch, add "Ticket No." column to the report.'''
  
−
Payroll Tax Library
 
−
:'''Updated to 2020-R11 version.'''
 
  
−
===General===
+
====Inventory Status Report====
  
−
Form Reports
+
:All quantity fields will now show four decimal places to match other inventory reports.
−
:'''Add "code 128" barcode support for Okidata and Epson dot-matrix printers.'''
 
−
:'''Add ability to specify exact shading color for boxes and printer margins in forms.'''
 
  
−
System Menu
 
−
:'''The "Re-Print Tickets" option has been moved from the A/R Sales Analysis menu to the A/R Invoicing menu.'''
 
  
−
===Services===
+
====Inventory Valuation Report====
  
−
Device Server
+
:The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative.
−
:'''Add TIMEOUT device parameter for cloud-based devices.'''
 
−
:'''Add support for Oshkosh Status interface (final.)'''
 
  
−
Keystone REST Server (KServer)
 
−
:Fix exception when restoring a database backup from a remote ticketing system during import tickets.
 
  
−
==Build 3.6.18 - 10/9/2020==
+
====Invoice Register (Month End)====
  
−
===Dispatch Module===
+
:'''Add user checkbox to include the Email Status on the report.'''
  
−
Driver Time/Yardage Analysis Report
 
−
:'''Add "Truck Id" selection.'''
 
−
:'''Show Driver Name next to Driver Id on report.'''
 
  
−
Truck Demand Graph
+
====Open Ticket Stack====
−
:Fix consolidated graph not reporting data in proper time slots.
 
  
−
===Payroll Module===
+
:'''Add Pay Class and Fee Paid as optional fields.'''
  
−
Calculate Payroll
 
−
:'''Added new SYSVARs to payroll formulas: CHKDATE, PDBEGIN, PDEND.'''
 
  
−
===General===
+
====Payment Processor Remittance====
  
−
Form Maintenance
+
:'''New option added to the A/R Month End menu.'''
−
:Fix Preview so form images render on the previewed form.
 
  
−
===Services===
 
  
−
Device Aggregator
+
====Physical Inventory Entry====
−
:'''Send Temper, Trim, Truck and Manual water to notify devices as extra ingredients.'''
 
  
−
Device Server
+
:'''Add "Ticket No." column to product grid.'''
−
:'''Add Unit of Measure to Load Size, Cumul Qty, Order Qty and ingredients (notify batch weights devices.)'''
 
−
:'''Add SHOWWATERTEMPER, SHOWWATERTRIM, SHOWWATERTRUCK and SHOWWATERMANUAL device configuration parameters to control presentation of miscellaneous waters (notify batch weights devices.)'''
 
  
−
==Build 3.6.17 - 9/28/2020==
 
  
−
===Dispatch Module===
+
====Print Invoices====
−
 
 
−
Order Maintenance
 
−
:'''Add "Mix Multiplier" Auto Qty type processing for products.'''
 
−
:No longer generates Field Change events when the Product Id is changed.
 
−
:Fix Product Add order event to report new Product Id.
 
−
:'''Generate Product Add order event when existing comment changed to product.'''
 
−
:'''Generate Product Delete event when existing product changed to comment.'''
 
−
:When using the Quick Order function from the Dispatch Schedule, do not show the "Ticket Copies" edit box at startup.
 
−
:'''Contacts grid layout will now save customizations from run to run.'''
 
−
:'''Added "Src" as an optional contacts grid field.'''
 
−
:Improved identification of customer/job contacts.
 
−
 
 
−
Schedule
 
−
:Disable automatic refresh of the schedule when the PC enters sleep mode.
 
−
:Fix scale weights not reading properly.
 
  
−
Ticket Maintenance
+
:'''Add "Billing Plant Id" selection.'''
−
:'''Add "Pre-Loaded Water" columns to Batch Weights grid.'''
 
  
−
Ticket Printing
 
−
:When creating ticket from order, calculate quantity for "Mix Multiplier" auto qty type correctly.
 
−
:Fix scale weights not reading properly.
 
  
−
Truck Demand Graph
+
====Sales Tax Report (Month End)====
−
:Fix weird behavior of series checkboxes.
 
  
−
===Ticketing Module===
+
:Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.
  
−
Order Maintenance
 
−
:'''Contacts grid layout will now save customizations from run to run.'''
 
−
:'''Added "Src" as an optional contacts grid field.'''
 
−
:Improved identification of customer/job contacts.
 
  
−
Order Stack
+
====Open Ticket Stack====
−
:Disable automatic refresh of the order stack when the PC enters sleep mode.
 
−
:Fix scale weights not reading properly.
 
−
 
 
−
Ticket Printing
 
−
:When creating ticket from order, calculate quantity for "Mix Multiplier" auto qty type correctly.
 
−
:Fix scale weights not reading properly.
 
−
 
 
−
===Accounts Receivable Module===
 
  
−
A/R Inquiry
+
====Ticket Maintenance====
−
:'''Apply all grid column filters when using the "Forms" dropdown button to print the statement.'''
 
−
:'''Apply all grid column filters when using the "Print" button to print the customer invoice history report.'''
 
  
−
Cash Posting
+
:'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.'''
−
:'''Apply all grid column filters when using the "Forms" dropdown button to print the statement.'''
 
  
−
Job Price Maintenance
 
−
:'''Contacts grid layout will now save customizations from run to run.'''
 
−
:'''Added "Src" as an optional contacts grid field.'''
 
−
:Improved identification of customer contacts.
 
  
−
Month/Year End Processing
+
====Print Invoices====
−
:Recalculate customer A/R balances as needed.
 
  
−
Prepare Remote Ticketing Data
+
====Re-Print Invoices====
−
:'''Add GLTACNRMCA table to list of tables to be exported.'''
 
  
−
Product Class Maintenance
+
:'''Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)'''
−
:'''Add "Mix Multiplier" as a Default Auto Qty type.'''
 
  
−
Product Maintenance
 
−
:'''Add "Mix Multiplier" as an Auto Qty type.'''
 
  
−
Ticket Maintenance
+
====Handwritten Invoice Entry====
−
:'''Add "Pre-Loaded Water" columns to Batch Weights grid.'''
 
  
−
Truck Maintenance
+
====Ticket Inquiry====
−
:'''Add "Seq No" as an optional GPS status grid field.'''
 
−
:When two statuses have the same time, sort them in the order originally processed on the GPS status grid.
 
  
−
Void Invoice
+
====Ticket Maintenance====
−
:When voiding and reopening tickets, re-link the document images and batch weights to the new tickets.
 
  
−
===Quote Module===
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
  
−
Quote Maintenance
 
−
:'''Contacts grid layout will now save customizations from run to run.'''
 
−
:'''Added "Src" as an optional contacts grid field.'''
 
−
:Improved identification of customer/prospect contacts.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P ACH Export<BR>
+
====Vendors Maintenance====
−
Re-Export A/P ACH
 
−
:Fix report to include correct A/P detail.
 
−
:'''Print user-entered parameters at the top of the first report page.'''
 
  
−
Re-Export A/P ACH
+
:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''
−
:Fix query filtering to exclude ACH transactions that were never previously exported.
 
  
−
===Payroll Module===
 
  
−
Calculate Payroll
+
===Cash Management Module===
−
:'''Add ability to specify the period value for SUMDEFTYPE payroll formula operation.'''
 
  
−
Employee Maintenance
+
====Statement Reconciliation====
−
:When adding an employee event, automatically fill in the "User Id" field.
 
  
−
Payroll ACH Export<BR>
+
:This option can now only be opened once per user to prevent combining the same deposits twice. (Note that two different users could still potentially combine the same deposits.)
−
Re-Export Payroll ACH
 
−
:'''Print user-entered parameters at the top of the first report page.'''
 
  
−
Re-Export Payroll ACH
+
:Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.
−
:Fix query filtering to exclude ACH transactions that were never previously exported.
 
  
−
Tax Library
 
−
:'''Updated to 2020-R10 version.'''
 
  
 
===General===
 
===General===
  
−
Company Database
+
====Company Database====
−
:Fix CMPTRX_ACCTBAL procedure to include void/reversal transactions.
 
−
 
 
−
Email Validation
 
−
:Allow email addresses with special characters in the first part of the email address.
 
−
 
 
−
System Menu
 
−
:'''Change menu item sequence on A/R File Maintenance and A/R File List menus to: Group Prices, Customer Prices, Job Prices to match the pricing hierarchy.'''
 
−
 
 
−
System Option Maintenance
 
−
:For Email SSL Method, add TLS V1.1 and TLS V1.2 options to the dropdown.
 
−
 
 
−
===Services===
 
−
 
 
−
Device Aggregator
 
−
:'''Add "IGNORELOADTIME" batch control device parameter to ignore Load Time within batch results.'''
 
−
:Delay accepting connections from device servers until all device threads have been created and initialized.
 
−
:'''Process "Pre-Loaded Water" when processing batch results.'''
 
−
 
 
−
Device Server
 
−
:'''Add Latitude/Longitude support for RoadKing GPS.'''
 
−
:'''Add ability to hide "% Error" detail column when emailing batch weights / sending batch weights to Keystone Online.'''
 
−
:'''Add ability to read "Pre-Loaded Water" from Rex batch results.'''
 
−
:'''Add support for Oshkosh Status interface (preliminary.)'''
 
−
:When sending SMTP email, log an error event when one of the recipients fails and attempt to continue.
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:KServer FX API: Fix "tickettimes" query in "dispatchtime" endpoint to filter on Mix product type.
 
−
 
 
−
==Build 3.6.16 - 8/5/2020==
 
−
 
 
−
===Dispatch Module===
 
−
 
 
−
Dispatch Reprint Tickets
 
−
:'''Add "Order Id" selection criteria.'''
 
−
:'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
 
−
:Fix preview to show correct weighmaster signature image.
 
−
 
 
−
Dispatch Schedule
 
−
:Improve data load time for the schedule grid.
 
−
:Fix midnight cross-over issues where some orders/loads would not appear on the correct day.
 
−
 
 
−
Dispatch Ticket Printing
 
−
:Fix issue where backspacing out the Amount Tendered value would leave the first digit and use that as the Amount Tendered.
 
−
 
 
−
===Ticketing Module===
 
−
 
 
−
Ticketing Reprint Tickets
 
−
:'''Add "Order Id" selection criteria.'''
 
−
:'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
 
−
:Fix preview to show correct weighmaster signature image.
 
−
 
 
−
Ticketing Ticket Printing
 
−
:Fix issue where backspacing out the Amount Tendered value would leave the first digit and use that as the Amount Tendered.
 
  
−
===Accounts Receivable Module===
+
:Updated to version 28.11.
  
−
A/R Delivery Truck Log Report
 
−
:Fixed to include only delivery products and non-void tickets.
 
  
−
A/R Driver Maintenance
+
====Keystone Setup====
−
:Change "Employee No." field to "Employee Id."
 
−
:Change "Emp Id" field on GPS tab to "Driver No."
 
  
−
A/R Reprint Tickets from History
+
:'''Add "Keystone Cloud Tunnel" to the Service Applications list.'''
−
:'''Add "Order Id" selection criteria.'''
 
−
:'''No longer asks for a Plant Id at startup--you can print tickets in a single batch for more than one plant with different forms.'''
 
−
:Fix preview to show correct weighmaster signature image.
 
  
−
===Cash Management Module===
 
  
−
C/M Import Transactions
+
====Reports====
−
:Change confirmation message to "Save imported transactions batch?".
 
  
−
C/M Post Imported Transactions
+
:When printing a value using one of the WRITTEN formats on a form, use thousand separators (i.e., 12345678 will be printed as 12,345,678.)
−
:Fix issue where transactions with certain transaction types would import with zero dollar amounts.
 
  
−
===General===
+
:Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once.
  
−
System Menu
 
−
:'''Display notification when a new Keystone version is available.'''
 
−
:Fix quick launch bar to properly launch Dispatch Ticket Printing on systems with both Dispatch & Ticketing.
 
  
 
===Services===
 
===Services===
  
−
Device Server
+
====Application Server====
−
:'''Add support for RoadKing GPS status device.'''
 
−
:'''Add support for RoadKing dispatch event device.'''
 
  
−
Keystone REST Server (KServer)
+
:'''Add warning for C/M transaction data errors related to online payments when upgrading the company database.'''
−
:'''Add Keystone Online E-ticketing API.'''
 
  
−
==Build 3.6.15 - 7/17/2020==
 
  
−
===Dispatch Module===
+
====KServer External AICrete API v2====
  
−
Dispatch Batch Weights Report
+
:'''Added orders endpoint.'''
−
:'''Add mix product description lines 1 & 2.'''
+
:'''Rolled tickets endpoints into batchresults endpoints.'''
  
−
Dispatch Reprint Tickets
 
−
:'''Add user checkbox/dropdown list to override the plant's form settings and allow the user to select a specific ticket form.'''
 
  
−
Dispatch Schedule
+
====KServer External Quadrel API v2====
−
:Fix midnight cross-over issue where orders scheduled for tomorrow (just after midnight) would not show when the system clock is still today just before midnight.
 
−
:Changed default load lookahead value to 3 hours (previously was 24 hours.)
 
  
−
Dispatch Void Ticket
+
:'''New API for Quadrel.'''
−
:Include Order Id, Cust Id and Plant Id when sending notification to Keystone Online.
 
  
−
===Ticketing Module===
 
  
−
Ticketing Reprint Tickets
+
====KServer External SalesInsight API v2====
−
:'''Add user checkbox/dropdown list to override the plant's form settings and allow the user to select a specific ticket form.'''
 
  
−
===Accounts Receivable Module===
+
:'''Reworked endpoints.'''
  
−
A/R Credit Card Pre-Approval
+
:Fix performance issue with query in "ticketsbyjob" endpoint.
−
:Fix Access Violation exception when trying to print an order from the Edit Order window.
 
  
−
A/R Import Tickets
 
−
:Fix issue where batch weights would not be linked to tickets once the tickets were imported to the office.
 
  
−
A/R Print Statements
+
====KServer External SlabStack API v1====
−
:'''Add user checkbox option to Print Void Invoices.'''
 
  
−
===Cash Management Module===
+
:'''New API for Slabstack.'''
  
−
C/M Transaction Entry<BR>
 
−
Enter C/M Balances
 
−
:Fix Access Violation exception after first transaction is entered.
 
  
−
===Payroll Module===
+
====KServer Keystone Online Back Office API====
  
−
Payroll Tax Library
+
:Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.
−
:'''Updated to 2020-R8a version.'''
 
  
−
===General===
 
  
−
Company Database
+
====KServer Windows Client A/R API====
−
:'''Add master table triggers to trim key fields in master tables when inserting/updating records (solves issues when importing data outside of Keystone.)'''
 
−
:'''Add table to track order complete notifications.'''
 
−
:Re-link existing tickets with associated batch weights due to A/R Import Tickets issue.
 
  
−
===Services===
+
:'''Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.'''
  
−
Application Server
 
−
:Delete the associated GPS plant translation record when a plant is deleted.
 
−
:'''Send dispatch event when a truck is swapped on the schedule.'''
 
  
−
Device Aggregator
+
====Keystone REST Server (KServer)====
−
:Use the "Load Time" from the batch results as the "Batch Start" time for the ticket.
 
−
:Use the current system time when processing batch results as the "Batch End" time for the ticket.
 
  
−
Device Server
+
:'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.'''
−
:'''Add support for JSON content in notification devices.'''
 
−
:'''Add support for default RootURL value for REST client devices.'''
 
−
:'''Add support for Keystone Online dispatch event API v2.'''
 
−
:'''Add LINKVERSION/PROTOCOLVERSION device configuration parameters.'''
 
  
−
Keystone Web Server
 
−
:Changed default load lookahead value to 3 hours (previously was 24 hours.)
 
  
−
Keystone REST Server (KServer)
+
====KServer Dispatch API v2====
−
:Fix to send dispatch event if there is no STATUS list setup for the dispatch event device.
 
−
:KServer Driver API: Fix issue where driver could not retrieve a ticket on the tablet for an order scheduled for tomorrow (just after midnight) that is shipped today just before midnight.
 
−
:'''KServer Driver API: Add automatic process to send order complete notifications after a certain period of time (default is one hour.)'''
 
−
:Keystone Online Customer Portal API: Changed default load lookahead value to 3 hours (previously was 24 hours.)
 
−
:Dispatch API v1: Changed default load lookahead value to 3 hours (previously was 24 hours.)
 
−
:Dispatch API v2: Changed default load lookahead value to 3 hours (previously was 24 hours.)
 
−
:'''Windows Client Device API v2: Add automatic process to return loads that were never returned after a certain period of time (default is 2 hours after projected return time.)'''
 
  
−
==Build 3.6.14 - 6/20/2020==
+
====KServer Keystone Online Customer Portal API====
  
−
===Dispatch Module===
+
:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.
  
−
Dispatch Order Maintenance
+
==Release 5.3.2.0 - 7/10/2026==
−
:'''Show credit card approval code in CC Auth status box when status is "Approved."'''
 
−
 
 
−
Dispatch Schedule<BR>
 
−
Dispatch Ticket Printing
 
−
:'''Support new "Weighed Volume" U/M type.'''
 
−
 
 
−
Dispatch Ticket Printing
 
−
:Fix missing truck fields when printing ticket (ex: VIN_NUMBER.)
 
−
 
 
−
===Ticketing Module===
 
−
 
 
−
Ticketing Order Stack<BR>
 
−
Ticketing Ticket Printing
 
−
:'''Support new "Weighed Volume" U/M type.'''
 
−
 
 
−
Ticketing Ticket Printing
 
−
:Fix missing truck fields when printing ticket (ex: VIN_NUMBER.)
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
A/R Import Tickets
 
−
:'''Add ability to copy Doc Link when importing remote tickets.'''
 
−
 
 
−
 
 
−
A/R Quick Ticket Entry<BR>
 
−
A/R Ticket Maintenance
 
−
:'''Support new "Weighed Volume" U/M type.'''
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Payroll Tax Library
 
−
:'''Updated to 2020-R7 version.'''
 
−
 
 
−
===General===
 
−
 
 
−
Company Database
 
−
:Fix ARP_TICKETS procedure to properly handle empty salesperson field.
 
−
:Fix existing A/P invoices: copy the 1099 Class from original invoice to reversal invoice.
 
−
 
 
−
===Services===
 
−
 
 
−
Application Server
 
−
:'''Add special plant suffix when sending dispatch events.'''
 
−
:Fix A/P Void Invoice to copy the 1099 Class from original invoice to reversal invoice.
 
−
:Prevent field overflow exception when batch status message is longer than 80 characters.
 
−
 
 
−
Device Server
 
−
:'''Add missing tickets message to order complete notification email if some tickets do not have an associated PDF document.'''
 
−
 
 
−
Keystone REST Server (KServer)
 
−
:'''Always send notify order complete command even if some tickets do not have an associated PDF document.'''
 
−
:Fix plant ticket lookup to look back a maximum of 90 days.
 
−
:'''GRS API: Add "activetrucksbyorder" endpoint.'''
 
−
 
 
−
==Build 3.6.13 - 5/28/2020==
 
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Detailed Yardage Report
+
====Void Tickets====
−
:'''Add blank line after between jobs when job subtotal not printed.'''
 
  
−
Dispatch Order Maintenance
+
:Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
  
−
Dispatch Schedule
 
−
:The order maintenance window now opens faster than previously when adding/editing an order.
 
−
 
−
===Ticketing Module===
 
−
 
−
Ticketing Order Maintenance
 
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
−
 
−
===Accounts Receivable Module===
 
−
 
−
A/R Credit Card Preapprovals
 
−
:'''Maintain order grid position after editing order, accepting changes or cancelling changes.'''
 
−
:'''Add status message to indicate whether changes were saved or discarded.'''
 
−
:'''Improve performance when orders are loaded and when changes are saved.'''
 
−
:The order maintenance window now opens faster than previously when editing an order.
 
−
 
−
A/R Customer Maintenance<BR>
 
−
A/R Inquiry
 
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
−
 
−
A/R Job Price Maintenance
 
−
:'''Prevent entry of invalid email address in Contacts grid and on Email Job dialog (existing invalid email address will be highlighted.)'''
 
  
 
===Quote Module===
 
===Quote Module===
  
−
Quote Maintenance
+
====Quote Maintenance====
−
:'''Prevent entry of invalid email address in Contacts grid and on Email Quote dialog (existing invalid email address will be highlighted.)'''
 
−
:When adding a new quote, load contacts from the prospect/customer into the Contacts grid.
 
−
:When booking a job, copy the quote-specific contacts to the job.
 
−
:When booking a job to a new customer, update the quote-specific contacts to the new customer.
 
−
:Fix issue where quote-specific contacts for a new quote were not visible.
 
  
−
Quote Prospect Maintenance
+
:UI Issue: Widened Quote Id column to show the entire Quote Id.
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
  
−
===Accounts Payable Module===
 
  
−
A/P Vendor Maintenance
+
===General===
−
:'''Prevent entry of invalid email address in Contacts grid (existing invalid email address will be highlighted.)'''
 
−
 
 
−
===Payroll Module===
 
  
−
Payroll Employee Maintenance
+
====Windows Client====
−
:'''Prevent entry of invalid email address (existing invalid email address will be highlighted.)'''
 
  
−
===General===
+
:Fix exception "EFCreateError: Cannot create file--The process cannot access the file because it is being used by another process" when loading/saving custom grid layouts.
  
−
System Menu
 
−
:'''Custom menu options may now be placed into the company database.'''
 
−
:Fix error message when menu is closed with Dispatch Schedule window open.
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Device Aggregator====
−
:'''Add "DOC_LINK" field when sending dispatch events.'''
 
−
:Fix to send order complete notification when order status manually set to Complete.
 
  
−
Device Server
+
:Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)
−
:'''Add "TicketKey" field when sending dispatch events to Keystone Online.'''
 
−
:Fix date/time conversion when sending dispatch events to Keystone Online.
 
  
−
Keystone REST Server
+
:Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started.
−
:Fix date/time conversion to properly handle Stonemont date/time format (introduced in 3.6.12.)
 
  
−
==Build 3.6.12 - 5/15/2020==
 
  
−
===Dispatch Module===
+
====KServer Windows Client Device API v2====
  
−
Dispatch Batch Weights Report<BR>
+
:Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
−
Dispatch End of Day<BR>
 
−
Dispatch Re-transfer Tickets
 
−
:Use BW_RECKEY to link batch weights with tickets.
 
  
−
Dispatch Order Maintenance
 
−
:'''Add ability to copy Contacts from contacts grid when copying an order.'''
 
  
−
===Ticketing Module===
+
====Keystone REST Server (KServer)====
  
−
Ticketing End of Day<BR>
+
:'''Add improved version of database event/version manager (coming soon.)'''
−
Ticketing Re-transfer Tickets
 
−
:Use BW_RECKEY to link batch weights with tickets.
 
  
−
===Accounts Receivable Module===
+
:'''Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.'''
  
−
A/R Import Tickets
+
==Release 5.3.1.0 - 7/2/2026==
−
:When importing remote tickets clear the DOC_LINK and BW_RECKEY ticket fields.
 
  
−
A/R Job Price List
+
===Dispatch Module===
−
:'''Add ability to select job form from drop-down list if there is more than one job form available.'''
 
  
−
A/R Job Price Maintenance
+
====On Hand Inquiry====
−
:'''Add ability to email/preview the job price form.'''
 
−
:'''Add drop-down list of available forms to Preview/Print/Email buttons.'''
 
  
−
===Quote Module===
+
:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
−
 
+
:UI Issue: Fix "Product Base" label so it isn't cutoff.
−
Quote Maintenance
 
−
:'''Add ability to select quote form from drop-down list on Preview button.'''
 
  
−
===Cash Management Module===
+
:'''Add F4 search to "Product Base" field.'''
  
−
C/M Statement Reconciliation
 
−
:Revert change made in version 3.6.6.5 so the transaction list once again includes voids/reversals.
 
  
−
===Payroll Module===
+
====Order Maintenance====
  
−
Payroll Tax Library
+
:Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)
−
:'''Updated to 2020-R6 version.'''
 
  
−
===General===
 
−
 
−
Query Export
 
−
:Use server time zone when exporting times in JSON format.
 
−
 
−
===Services===
 
−
 
−
Application Server
 
−
:Set BATCH_END_DT properly in ticket table when batch results are processed and the truck's current status is not Begin Load.
 
−
 
−
Device Aggregator
 
−
:When processing batch weights use LoadDT from batch results when looking up tickets.
 
−
:When processing batch weights establish BW_RECKEY link between batch weights and ticket.
 
−
 
−
Device Server
 
−
:'''Add SMTP batch control device (ticket notification for concrete and aggregate plants.)'''
 
−
:'''Add SendGrid email support for batch weights and order complete notifications.'''
 
−
:Include "OrderId" field when sending dispatch events to Keystone Online.
 
−
 
−
Keystone REST Server
 
−
:'''Add GRS Legacy API.'''
 
−
:Use BW_RECKEY to link batch weights with tickets.
 
−
:'''Add ability to specify time zone conversion by API and endpoint.'''
 
−
:Fix exception when processing body content that contained an array.
 
−
:Fix "Argument Out of Range" exception when processing JSON array.
 
−
:Fix REST client link to consider HTTP status codes between 200-299 as success.
 
−
:Do not apply a time zone offset when the date/time value contains only a date.
 
−
:'''Driver API: Add "batwtcontacts" and "ordcompcontacts" to truckticketinfo endpoint.'''
 
−
:Driver API: Improve efficiency of "contacts" and "tickets" queries in notifyordercomplete endpoint.
 
−
:Driver API: Fix notifyordercomplete and truckticketinfo endpoints to check ACTIVE_FLAG on all master tables.
 
−
:'''FX API: Add "matreqday" result array to materialrequiredbyhour endpoint.'''
 
−
:GRS API: Fix calculation of "timeInCurrentStatus" field.
 
−
:GRS Legacy API: Fix calculation of "timeInCurrentStatus" field.
 
−
:Quote API: Use server local time zone on time fields.
 
−
:Quote API: Fix syntax error in calc expression for WonLostDate field in Quote PUT endpoint.
 
−
:Stonemont QC API: Revert defaults for "begindate" and "enddate" parameters for xbatchresults, xbatchresultlist and xbatchresultscondensed endpoints.
 
−
 
−
==Build 3.6.11 - 4/24/2020==
 
−
 
−
===Dispatch Module===
 
−
 
−
Dispatch Order Maintenance
 
−
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
−
:Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
 
−
 
−
Dispatch Ticket Maintenance
 
−
:Fix Batch Weights grid to filter based on Ticket Date.
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticketing Order Maintenance
+
====On Hand Inquiry====
−
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
−
:Fix exception "cdsContact: Cannot perform this operation on a closed dataset" (introduced in 3.6.10.)
 
−
 
 
−
===Accounts Receivable Module===
 
  
−
A/R Customer Maintenance<BR>
+
:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
−
A/R Job Price Maintenance
+
:UI Issue: Fix "Product Base" label so it isn't cutoff.
−
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
  
−
A/R Email Invoices
+
:'''Add F4 search to "Product Base" field.'''
−
:Significant reduction in size of PDF attachment when printing/emailing invoice that includes E-Ticket PDFs.
 
  
−
A/R Print Invoices<BR>
 
−
A/R Reprint Invoices
 
−
:Eliminate Product Summary group header printing at top of ticket document page.
 
−
 
−
A/R Sales Tax Rate Maintenance
 
−
:Fix exception "EDBClientError" (Key violation) when adding another locality rate where at least one already exists.
 
−
 
−
===Quote Module===
 
−
 
−
Quote Maintenance<BR>
 
−
Quote Prospect Maintenance
 
−
:'''Add "Email OrdCmp" column to Contacts grid.'''
 
−
 
−
===General===
 
−
 
−
DataScope<BR>
 
−
Query Export
 
−
:Fix so DELETE key deletes the query after confirmation (just like CTRL+DELETE does.)
 
−
:Fix "Missing data provider or data packet" when running a multi-company query for the second time within a session.
 
−
 
−
Reports
 
−
:When previewing a single item report, always display the Select Printer dialog before printing.
 
−
:Fix reports that run through KServer to properly handle parameters containing spaces (for example, Job Ids.)
 
−
 
−
System Menu
 
−
:When processing a pending Keystone update, display an error message if the update file no longer exists on the server.
 
−
 
−
===Services===
 
−
 
−
Application Server
 
−
:'''Trigger Order Complete notification when order status changed to Completed.'''
 
−
 
−
Device Aggregator
 
−
:'''Trigger Order Complete notification when processing batch results.'''
 
−
:When processing batch results use Load Date/Time from batch results as the ticket "Batch End Date/Time" value.
 
−
 
−
Device Server
 
−
:'''Add "SSLMethod" device parameter to SMTP client link.'''
 
−
:'''Add SMTP Email Order Complete notification device.'''
 
−
:'''Add Truck Number to batch weights notification email.'''
 
−
 
−
Keystone REST Server (KServer)
 
−
:Fix SetPostDataParams to set URI defined parameters from PostData only if the URI parameter value is not specified.
 
−
:Dispatch API V2: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
−
:Keystone Online Customer Portal API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
−
:Stonemont QC API: Fix duplicate batch weights issue when multiple tickets exist with the same Plant/Ticket number.
 
−
:Windows Client Dispatch API V2: Fix "rdmDISchedule/cdsDIAvailTrucks" endpoint to keep BEG_DRIVER_DT and END_DRIVER_DT parameter values as-is (do not apply StartOfTheDay/EndOfTheDay functions.)
 
−
 
−
==Build 3.6.10 - 4/10/2020==
 
−
 
−
===Dispatch Module===
 
−
 
−
Dispatch Order Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:'''Include Job contacts in Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
 
−
 
−
Dispatch Ticket Printing
 
−
:'''Send truck's Owner Code to batch control.'''
 
−
:'''Send Plant Name, Address and Phone Number fields to batch control.'''
 
−
:'''Send Batch Weight Notification email addresses to batch control.'''
 
−
 
−
Dispatch Truck Demand Graph
 
−
:Fix "Update Error: Invalid URL" when clicking OK on the planning page (introduced in 3.6.7.)
 
−
 
−
===Ticketing Module===
 
−
 
−
Ticketing Order Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:'''Include Job contacts in Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts appear first, job contacts second and order contacts last.
 
−
 
−
Ticketing Ticket Printing
 
−
:'''Send truck's Owner Code to batch control.'''
 
−
:'''Send Plant Name, Address and Phone Number fields to batch control.'''
 
−
:'''Send Batch Weight Notification email addresses to batch control.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Credit Review Report
+
====Products Maintenance====
−
:'''New option added to the Accounts Receivable menu.'''
 
  
−
A/R Customer Maintenance
+
:Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
  
−
A/R Job Price Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
−
:Fix Contacts grid so customer contacts always appear before job contacts.
 
  
−
===Quote Module===
+
====Sales Tax Report (Month End)====
  
−
Quote Maintenance
+
:Add checkbox option to "Include Tax for Begin Balance Invoices."
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
  
−
Quote Prospect Maintenance
 
−
:'''Add "Email Bwt" column to Contacts grid.'''
 
  
−
===Cash Management Module===
+
====Void Invoice====
  
−
C/M Cash Flow Summary Report
+
:Fix exception "EOleException: Unsupported feature" when voiding an invoice (introduced in 5.3.)
−
:'''New option added to the C/M Reports menu.'''
 
  
−
===General Ledger Module===
 
  
−
G/L Trial Balance by Month
+
====Cash Posting Register====
−
:'''New option added to the G/L Reports menu.'''
 
  
−
===Payroll Module===
+
====Cash Posting Register (Month End)====
  
−
Payroll Company Summary Report
+
:Fix issue where the Bank Deposit would (sometimes) not be included in the A/R Cash Posting Register (introduced in 4.7.)
−
:'''New option added to the Payroll Reports/Inquiries menu.'''
 
  
−
Payroll Employee Summary Report
 
−
:'''New option added to the Payroll Reports/Inquiries menu.'''
 
  
−
Payroll Tax Library
+
===Accounts Payable Module===
−
:Updated to 2020-R5 version (CA, CT, IL, MI, NM, VT.)
 
  
−
===Services===
+
====Check Register (Month End)====
  
−
Device Aggregator
+
:'''Add "Session No." sequence option.'''
−
:'''Add ability to send ticket/batch weight information to multiple linked devices when processing batch weight results.'''
 
  
−
Device Server
 
−
:'''Send truck's Owner Code to ULINK batch control as field #195.'''
 
−
:'''Add SMTP Email client support.'''
 
−
:'''Add EMAILNOTIFICATION batch control device.'''
 
−
:Fix "Division by Zero" exception in KOBATCHWEIGHTS device when actual weights are not specified or zero.
 
−
:Format "Batch Size" with two decimal places in KOBATCHWEIGHTS device.
 
  
−
Keystone REST Server (KServer)
+
====Check Register====
−
:Driver API: Fix "truckticketinfo" endpoint to ignore contacts with blank email addresses.
 
−
:Quote API: Fix "quote" post endpoint to default LastRevisedDate to QuoteDate.
 
−
:Windows Client Dispatch API v2: Remove truck demand graph queries.
 
  
−
==Build 3.6.9 - 4/3/2020==
+
====Check Register (Month End)====
  
−
===Dispatch Module===
+
:The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column.
 +
:When printing the Summary report, the "Inv Bal" column is no longer printed.
 +
:When printing the Detail report, the "Inv Bal" column is no longer totalled.
  
−
Dispatch Schedule
 
−
:Sometimes a truck cannot be dragged onto an order.
 
  
 
===General===
 
===General===
  
−
Reports
+
====Company Database====
−
:'''Allow user to add additional attachments in the Send Email dialog.'''
 
  
−
Windows Client
+
:'''Updated to version 28.06.'''
−
:Raise exception when KServer HTTP response status code is not 200 or 304.
 
−
:Raise more meaningful exception when KServer HTTP response is not a valid JSON object.
 
  
−
===Services===
 
  
−
Device Server
+
====Windows Client====
−
:'''Add KOBATCHWEIGHTS batch device to send rendered batch weights image to Keystone Online.'''
 
−
:'''Add INFO_BUSINESSID device configuration parameter to Keystone Online Batch device.'''
 
  
−
==Build 3.6.8 - 3/27/2020==
+
:Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.
  
−
===Dispatch Module===
 
−
 
−
Dispatch Reports
 
−
:Exclude office tickets on Hold.
 
−
 
−
===Accounts Receivable Module===
 
−
 
−
A/R Import Tickets
 
−
:Fix Catastrophic Failure exception when importing online tickets.
 
−
 
−
A/R Plant Maintenance
 
−
:'''Add "E-Ticket Form Type" field.'''
 
−
 
−
A/R Salesperson Maintenance
 
−
:'''Add "E-Ticket Form Type" field.'''
 
−
 
−
===General===
 
−
 
−
System Option Maintenance
 
−
:'''Add "Form Type Source" option to Keystone Online E-Ticketing section.'''
 
  
 
===Services===
 
===Services===
  
−
Keystone REST Server (KServer)
+
====Application Server====
−
:Fix Access Violation exception for endpoints with non-SELECT queries.
 
−
:Avoid reprocessing Calc parameters during non-SELECT queries.
 
−
:Fix "Cannot open / define command, which does not return result sets" exception when running the cachegc query.
 
−
:'''Driver API: Add FormType field to truckticketinfo endpoint.'''
 
−
:FX API: Modify kpi and kpibymo endpoints to exclude office tickets on Hold.
 
−
:'''Quote API: Add Notes1, Notes2 fields to Quote calls.'''
 
−
 
 
−
==Build 3.6.7 - 3/20/2020==
 
−
 
 
−
===Dispatch Module===
 
−
 
 
−
Dispatch Blank Time Fields Report<BR>
 
−
Dispatch Detailed Yardage Report<BR>
 
−
Dispatch Driver Time/Yardage Analysis Report<BR>
 
−
Dispatch Late Time Report<BR>
 
−
Dispatch Order Time/Yardage Analysis Report<BR>
 
−
Dispatch Plant Production Report<BR>
 
−
Dispatch Plant Time/Yardage Analysis Report<BR>
 
−
Dispatch Ticket Time Analysis Report
 
−
:Now includes only Concrete Mix product types.
 
−
 
 
−
Dispatch Order Maintenance
 
−
:'''Add field change event when Ovr Load Size changed for a load.'''
 
−
:'''Add event when product is added, changed or deleted.'''
 
−
:'''Show customer credit warning based on Show Order Warning customer checkbox.'''
 
−
 
 
−
Dispatch Order Time/Yardage Analysis Report
 
−
:'''Add Driver Id selection and print Driver Id on report.'''
 
−
 
 
−
Dispatch Schedule
 
−
:Performance improvement: add database procedure to obtain schedule totals.
 
−
:Performance improvement: new schedule queries that mimic pre-3.6 versions.
 
−
 
 
−
Dispatch Ticket Printing
 
−
:'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
 
−
:Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
 
−
 
 
−
Dispatch Truck Demand Graph
 
−
:Graph data now obtained via KServer.
 
−
 
 
−
===Ticketing Module===
 
−
 
 
−
Ticketing Order Maintenance
 
−
:'''Show customer credit warning based on Show Order Warning customer checkbox.'''
 
−
 
 
−
Ticketing Ticket Printing
 
−
:'''Show customer credit warning based on Show Ticket Warning customer checkbox.'''
 
−
:Fix error "The ticket cannot be added -- Operation violates CHECK constraint ARTPTKHD_CHK_DOC_FLAG on view or table ARTPTKHD" after answering "No" to the "Did this ticket print correctly?" question.
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
A/R Auto Product Maintenance
 
−
:Fix summary display of Qty and Order Qty to show decimal places.
 
−
 
 
−
A/R Cash Posting Register<BR>
 
−
A/R MTD Cash Posting Register
 
−
:'''Add Customer Class selection.'''
 
−
 
 
−
A/R Customer Maintenance
 
−
:'''Split Show Warning checkbox into two checkboxes: Show Order Warning and Show Ticket Warning.'''
 
−
 
 
−
A/R Import Tickets
 
−
:Fix issue with improperly deleting plant tickets when another user runs End Of Day during the online import process.
 
−
 
 
−
A/R Open Ticket Stack<BR>
 
−
A/R Ticket Maintenance
 
−
:'''Now defaults "Void Deleted Tickets" option to True.'''
 
−
 
 
−
A/R Plant Maintenance
 
−
:'''Require access code to delete a plant.'''
 
−
 
 
−
A/R Print Statements
 
−
:Now prints void invoices that were voided after the statement date.
 
−
 
 
−
A/R Product Sales Report
 
−
:The YTD Qty, Sales and Gross Profit columns have been widened.
 
  
−
A/R Summary Sales Report
+
:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.
−
:'''Add Highest YTD Sales report sequence.'''
 
  
−
===Quote Module===
 
  
−
Quote Maintenance
+
====Device Aggregator====
−
:'''Show Credit Status and indicate Blocked status in red color.'''
 
  
−
===Accounts Payable Module===
+
:'''When processing batch results, attempt to determine Load Date using associated Ticket Date, fall back to System Date if no associated ticket is found.'''
  
−
A/P Inquiry
 
−
:'''Show P.O. Number on P.O. Receipts History grid.'''
 
  
−
A/P Select Invoices for Payment
+
====Device Server====
−
:'''Add Description as an optional grid field.'''
 
  
−
===Cash Management Module===
+
:'''ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.'''
  
−
C/M Statement Reconciliation
+
:'''Add "KServer" GPS status device.'''
−
:'''Performance improvement: Add user checkbox option and lookback date to show reconciled transactions.'''
 
−
:Exclude voids/reversals in transaction grid.
 
  
−
Enter C/M Balances
 
−
:No longer asks for offsetting G/L entries.
 
  
−
Import C/M Transactions
+
====KServer External AICrete API v1.1====
−
:'''Import transactions to a batch instead of directly into C/M transaction tables.'''
 
−
:'''Support new simplified import format.'''
 
−
:'''Add File Contains Header checkbox to ignore header record in import file.'''
 
−
:Improve CSV import to handle unquoted strings containing spaces.
 
  
−
Post Imported C/M Transactions
+
:'''New AICrete API which uses Keystone Relay.'''
−
:'''New option added to the C/M Entry/Reconciliation menu: used to post imported C/M transaction batches.'''
 
  
−
===Payroll Module===
 
  
−
Payroll Print Direct Deposit Stubs
+
====KServer Keystone Online GPS API====
−
:Fix to use direct deposit stub form by default (introduced in 3.6.5.1.)
 
  
−
Payroll Tax Library
+
:'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.'''
−
:'''Updated to 2020-R4 version (AR, DC, MD, MO, OR states.)'''
 
  
−
Payroll Timecard Maintenance
 
−
:'''Show Employment Status and indicate Terminated status in red color.'''
 
  
−
===General===
+
====Keystone REST Server (KServer)====
  
−
Batch Maintenance
+
:'''Add ability to send GPS status information to the Device Aggregator.'''
−
:Validate dates before posting the batch.
 
  
−
DataScope<BR>
 
−
Query Export
 
−
:Fix to show descriptive error message when query is invalid (introduced in 3.6.5.4.)
 
  
−
File Maintenance
+
====KServer External AICrete API====
−
:Fix Access Violation exception when PageUp pressed on first item (introduced in 3.6.5.8.)
 
  
−
===Services===
+
====KServer External AICrete API v1.1====
  
−
Keystone REST Server (KServer)
+
:Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.
−
:Support SELECT queries that don't begin with the word SELECT.
 
−
:Fix exception when kserver.ini file change detected but file is in use.
 
−
:Fix exception when decompressing request body.
 
−
:Quote API: Add last revised date parameters to QuoteList endpoint.
 
−
:Quote API: Add LastRevisedDate field to QuoteList endpoint.
 
−
:Windows Client Dispatch API v2: New schedule queries that mimic pre-3.6 versions.
 
−
:Windows Client Dispatch API v2: Add Truck Demand Graph queries.
 
  
−
==Build 3.6.6 - 2/11/2020==
+
==Release 5.3.0.0 - 6/17/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Dispatch Order Maintenance
+
====Driver Call-In Report====
−
:'''Add "Carry Order Balance" checkbox to Copy Order dialog. '''
 
−
 
 
−
Dispatch Schedule
 
−
:Performance improvement when switching the schedule between today and up to 10 days in the future.
 
−
 
 
−
===Accounts Receivable Module===
 
−
 
 
−
A/R Print Invoices
 
−
:Use Check Date instead of Ticket Date when processing ticket payments.
 
−
 
 
−
A/R Product List
 
−
:Fix page overflow issue when "Show Assemblies" checkbox is checked.
 
−
 
 
−
A/R Product Maintenance
 
−
:When Standard Cost is changed and PGUP/PGDN is pressed while still in the field, the "Set Cost Transaction Date" dialog will now appear and the "Cost Change" product transaction will be generated.
 
−
 
 
−
===Payroll Module===
 
−
 
 
−
Print Direct Deposit Stubs<BR>
 
−
Print Paychecks<BR>
 
−
Re-Print Direct Deposit Stubs<BR>
 
−
Re-Print Paychecks
 
−
:'''Add ability to print Rehire Date, Leave Date, Pension Eligible Date and Pension Vested Date fields on form.'''
 
  
−
Re-Print Direct Deposit Stubs<BR>
+
:'''Add "Customer Name" to the report.'''
−
Re-Print Paychecks
 
−
:Load the proper form at startup based on the last selected form.
 
  
−
SUTA E-File Export
 
−
:'''Save the Employer Email field from run to run.'''
 
  
−
===General===
+
====Email Orders====
  
−
DataScope<BR>
+
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
−
Query Export
 
−
:'''Support complex queries that do not begin with SELECT (i.e. WITH for derived table queries.)'''
 
  
−
Online (F1) Help
+
:'''Add "Cutoff Date" when selecting orders by customer. '''
−
:Fixed for internal help system changes.
+
:'''Show "Delv Date" on the order grid.'''
  
−
Web Update
 
−
:Eliminate issue with SonicWall firewalls blocking Keystone web update.
 
  
−
===Services===
+
====On Hand Inquiry====
  
−
Keystone REST Server (KServer)
+
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
−
:Fix issue when restoring a company database where all pooled connections to all databases would be closed.
 
−
:'''GRS API: Add DrvStatText field to GPS/fullSetup and GPS/Trucks endpoints.'''
 
−
:'''GRS API: Add TimeInCurrentStatus field to GPS/fullSetup endpoint.'''
 
−
:'''Windows Client Dispatch API: Change cdsDIScheduleTotals endpoint to use shared order and loads caches to improve performance.'''
 
  
−
==Build 3.6.5 - 1/21/2020==
 
  
−
===Dispatch Module===
+
====Order Maintenance====
  
−
Dispatch Ticket Printing
+
:Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Ticketing Module===
+
:Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
  
−
Ticketing Ticket Printing
+
:'''Add an order event when the "Reprice" function is used.'''
−
:Device changes are registered immediately instead of having to close/reopen the option.
 
  
−
===Payroll Module===
+
:'''Add "Sales Territory" field.'''
  
−
ACA 1094/1095 Export
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Compliance testing for 2019 completed.'''
 
  
−
Calculate Payroll
 
−
:'''Only apply federal/state additional withholding amounts if the appropriate checkbox is checked in Timecard Maintenance for the current check being processed.'''
 
  
−
Payroll Tax Library
+
====Schedule====
−
:'''Updated to 2020-R2a version (MA, MN, MS, OR, RI, VT).'''
 
  
−
Payroll Timecard Maintenance
+
:'''When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
−
:'''Add checkboxes to control whether to apply federal/state additional withholding amounts for the current check.'''
 
  
−
Prepare Payroll
+
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
−
:'''Add checkboxes to set defaults for the federal/state additional withholding checkboxes in Timecard Maintenance.'''
 
  
−
===General===
+
:'''The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.'''
  
−
Automatic Products
+
:'''Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.'''
−
:Significant performance improvement when processing Automatic Products.
 
  
−
Form Reports
+
:Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
−
:'''Add ability to specify shading color for boxes on forms.'''
 
  
−
Windows Client Options
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
−
:Reduce occurrence of "EOleException REST request failed: Error receiving data: (12002) The operation timed out" errors that have been occurring since Keystone 3.6 and higher.
 
  
−
===Services===
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
  
−
Application Server
 
−
:'''Add support for Federal 2020 W-4 payroll tax calculation formula.'''
 
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Device Server
+
====Ticket Printing====
−
:Include web contact, projected time and load number fields when sending to a Dispatch Event device.
 
  
−
Keystone REST Server (KServer)
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:'''Driver API: Add "driverinfo" endpoint.'''
 
  
−
===Database===
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
Company Database
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
−
:'''Add new FED_TAX employee formula factors to support 2020 W-4 federal tax calculation.'''
 
  
−
==Build 3.6.4 - 12/23/2019==
+
:'''Add "Sales Territory" field.'''
  
−
===Payroll Module===
 
  
−
Payroll Tax Library
+
====Truck Demand Graph====
−
:'''Updated to 2020-R1b version (CA, CO, IL, MD, ME, MI, MO, NC, SC states.).'''
 
  
−
===Services===
+
:'''Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.'''
  
−
Application Server
 
−
:Support more than 32 processor cores when affinity mask configuration option not specified.
 
  
−
Keystone REST Server (KServer)
+
====Order Maintenance====
−
:Reduce lock contention for InterBase database connections.
 
−
:Reduce lock contention for SQLite database connections.
 
  
−
==Build 3.6.3 - 12/20/2019==
+
====Ticket Printing====
  
−
===Dispatch Module===
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
  
−
Dispatch End of Day<BR>
+
:'''Add "Bill As Plant" field.'''
−
Dispatch Re-Transfer Tickets
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Dispatch Order List
 
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticketing End of Day<BR>
+
====On Hand Inquiry====
−
Ticketing Re-Transfer Tickets
 
−
:'''Add user's Documents folder to beginning of export FILE parameter if it does not contain an absolute path. '''
 
  
−
Ticketing Order List
+
:'''Now works on Product Base so you can view the On Hand quantity for all plants at once.'''
−
:Fix exception "cdsCompMatUsedTotals: Cannot perform this operation on an open dataset."
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Open Ticket Stack
+
====Order Maintenance====
−
:When using Reprice All and selecting the "Update tickets with Job Defaults" option, update Job Lot, Job Block, Job Class, Salesperson, Tax Authority and Usage Type from the job.
 
  
−
A/R Quick Ticket Entry
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Bring down Ticket Time from previous line.'''
 
  
−
A/R Sales Tax Rate Maintenance
 
−
:'''Show total tax authority rate based on current system date.'''
 
−
:'''Move tax locality (tax rates) pop-up grid underneath tax authority detail grid.'''
 
−
:'''Remove Active column on the tax authority detail grid and the tax locality tax rates grid.'''
 
−
:'''Remove # column on the tax locality tax rates grid.'''
 
−
:'''Move G/L Account column after Method column on tax rates grid.'''
 
−
:'''The tax rates grid can no longer be edited.'''
 
−
:'''When adding a new tax locality in the tax authority detail grid, pop up a form to add the locality information.'''
 
−
:'''Add button "Add New Rate" which adds a new rate to the tax rates grid (pulls down appropriate fields from previous rate.)'''
 
−
:'''Show locality rates in tax authority detail grid based on current system date.'''
 
−
:'''Move U/M column to end of grid, move to bottom on new pop-up form.'''
 
  
−
A/R Ticket Maintenance
+
====Order Stack====
−
:Assign Job Class field from the job when the Job Id is changed.
 
  
−
A/R Void Invoice
+
:'''When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.'''
−
:Reset grid column sorting/filtering after void.
 
  
−
===Accounts Payable Module===
+
:'''Increase the font size within the Delivery Instructions floating box to improve readability.'''
  
−
A/P Handwritten Check Entry
 
−
:Fix exception "Cannot focus a disabled or invisible window" when pressing F9 on a previously vouchered invoice.
 
  
−
A/P Invoice Vouchering
+
====Ticket Printing====
−
:'''Add "Select All" checkbox to P.O. Receipts tab.'''
 
  
−
A/P Vendor Maintenance
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:'''Add Mobile phone number column to Contacts grid.'''
 
  
−
===General Ledger Module===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
G/L Print Account Segments
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
−
G/L Source Code List
 
−
:Fix exception "EOleException: Internal Server Error" when running the report.
 
  
−
===Job Cost Module===
 
  
−
J/C Import Transactions
+
===Accounts Receivable Module===
−
:Do not write to C:\ERRORLOG.TXT at the end of the import.
 
  
−
===Payroll Module===
+
====A/R Inquiry====
  
−
Calculate Payroll
+
:'''Add "Fee Chg G/L" field to the Posting History grid.'''
−
:'''Support date value for company and employee factors.'''
 
−
:'''Support date comparison in formulas.'''
 
  
−
Payroll Federal & State W-2 Export (Web Portal)
+
:'''Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."'''
−
:'''Completed 2019 W-2 compliance testing.'''
 
  
−
Payroll Re-Print Direct Deposit Stubs
 
−
Payroll Re-Print Paychecks
 
−
:'''Add "Labor Class" to selection criteria.'''
 
  
−
Payroll Tax Library
+
====Aged Trial Balance====
−
:'''Updated to 2020-R1a version (Federal and MA, ND, NE, NJ, NM, OR, PA, VT, WA, WY states.)'''
 
  
−
Payroll Void Paychecks
+
:'''Add "Credit Manager" selection.'''
−
:Optimize queries to significantly improve performance.
 
−
:Fix exception "EcxInvalidDataControllerOperation: Key Field not found" after opening check detail and then scrolling with the mousewheel.
 
  
−
==Build 3.6.2 - 12/6/2019==
 
  
−
===Dispatch Module===
+
====Customer Prices List====
  
−
Dispatch Order Maintenance<BR>
+
:'''Add "Exp Date" field to report.'''
−
Dispatch Ticket Printing
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
Dispatch Order Maintenance
 
−
:When there are two automatic products, one marked "Next Line" and the other marked "At End", the "At End" automatic product will not be added.
 
−
:The second time you add an order after opening the option, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Schedule
+
====Customer Prices Maintenance====
−
:'''Add Cust Id as an optional schedule grid field.'''
 
−
:'''Add Plant Screen Id to form caption of plant popup demand graph.'''
 
−
:Fix potential call to refresh schedule data before the program has finished initializing.
 
−
:Fix potential issue where program may not be initialized properly.
 
−
:Prevent timer schedule refresh when shipping a truck.
 
−
:Prevent timer schedule refresh when a modal dialog is open.
 
−
:Trucks assigned to a customer can no longer be dragged to orders for other customers.
 
−
:The second time you add an order using Quick Order after opening the schedule, automatic products generated from auto product rules would not be added.
 
  
−
Dispatch Void Ticket
+
:'''Add "Exp Date" field to price grid.'''
−
:Fix exception "EComponentError: A component named cdsMasterUNLOAD_RATE_MINYD already exists" when voiding the second ticket.
 
  
−
===Ticketing Module===
 
  
−
Ticketing Order Maintenance<BR>
+
====Customers Maintenance====
−
Ticketing Ticket Printing
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0.)
 
  
−
===Accounts Receivable Module===
+
:'''Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)'''
  
−
A/R Automatic Product Maintenance
+
:'''Add "SMS To Job" checkbox column to Contacts grid.'''
−
:'''Add option to ignore year when comparing Start/Stop date range (use "9999" for the year for both Start/Stop dates.)'''
 
−
:'''Add hint to Start/End Date fields.'''
 
−
:'''Show Start/End Date using 4 digits for the year on the summary grid.'''
 
  
−
A/R Import Tickets<BR>
+
:'''Add "Credit Manager" field.'''
−
A/R Ticket Maintenance
 
−
:When an automatic product is marked "At End" it causes an exception "EDatabaseError: cdsAPProdLookup: Cannot perform this operation on a closed dataset" (introduced in 3.6.0)
 
  
−
A/R Open Ticket Stack
+
:'''Add Email To Job option to Contacts grid.'''
−
:'''Add ability to add new Plant, Salesperson and Tax Authority on the fly.'''
 
−
:Fix Access Violation exception when attempting to email a document image from the document preview window.
 
  
−
A/R Plant Maintenance
+
:'''Add field change events for the customer address fields.'''
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
−
:'''Copy Dispatch Warning when copying plant products.'''
 
  
−
A/R Print Invoices<BR>
+
:'''Add function button to switch to A/R Inquiry for the current customer.'''
−
A/R Reprint Invoices
 
−
:Fix exception "EDatabaseError: cdsDocIdx_LinkType: Parameter 'DOC_LINK' not found" when Document Imaging module is active and the "Include Ticket Images" box is checked.
 
  
−
A/R Product Maintenance
 
−
:'''Add A/R system option for Product Separator, use as default when copying plant products.'''
 
−
:'''Copy Dispatch Warning when copying plant products.'''
 
−
:'''When copying plant products, only select those plants whose Plant Type matches the source product's Plant Type.'''
 
  
−
A/R Quick Ticket Entry
+
====Divisions Maintenance====
−
:'''Default Ticket Time field to current system time when entering new tickets.'''
 
  
−
===Quoting Module===
+
:'''Add Company Info tab to support A/P 1099 by division.'''
  
−
Quote Prospect Maintenance
 
−
:'''Add F4 search for Credit Terms Class, Customer Class, Price Group, Salesperson and Tax Authority.'''
 
  
−
===Accounts Payable Module===
+
====Drivers Maintenance====
  
−
A/P Invoice Vouchering
+
:'''Add "Start Date" field.'''
−
:When posting a batch, use the current User Id when generating product transcations for linked P.O. receipts.
 
  
−
===General Ledger Module===
 
  
−
G/L Transaction Entry
+
====Email Invoices====
−
:When posting a batch, use the current User Id when creating the reversing batch.
 
  
−
===Payroll Module===
+
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
  
−
Payroll ACA 1094/1095 Export
 
−
:'''Updated for 2019 changes.'''
 
  
−
Payroll SUTA E-File Export
+
====Invoiced Tickets List (Month End)====
−
:'''Updated for 2020 changes (PA).'''
 
  
−
Payroll Tax Library
+
:'''Add Invoice Number to the report and allow sequence/selection on Invoice Number.'''
−
:'''Updated to 2019-R12 version (Federal and IA, KY, MA, MO, MT, NJ, NY, OH, WA, WV and WY states.)'''
 
  
−
Payroll W-2 E-File Export
 
−
:'''Updated for 2019 changes (MA).'''
 
  
−
===General===
+
====Job Prices Maintenance====
  
−
Setup Installer
+
:'''When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:Fix to properly identify main server to force KServer installation when updating older versions of Keystone (introduced in 3.6.1 SS 1.)
 
  
−
Report Preview
+
:'''Add "Description" column to the Auto Products grid.'''
−
:'''Add mouse wheel support to preview window.'''
 
  
−
General
+
:'''Add "Sales Territory" field.'''
−
:Remove Database Connected indicator in the top right of every Keystone screen.
 
  
−
===Services===
+
:'''Add field change event for the C.O.D. field.'''
  
−
Application Server
 
−
:Do not log the prepare remote data queries for the remote company database.
 
  
−
Keystone REST Server (KServer)
+
====Open Ticket Stack====
−
:'''Add ClientCacheHits and query run time information (whether cached or executed) to query statistics.'''
 
−
:'''FX API: Add "PlantId" optional list parameter to "kpibud" endpoint.'''
 
−
:'''GRS API: Add "PlantId" optional list parameter to "GPS/Plants" endpoint.'''
 
−
:Fix query statistics to separate by company (previously all companies were aggregated together.)
 
−
:Fix query statistics to properly set MaxRunTimeAt field (previously would set if the new MaxRunTime = old MaxRunTime.)
 
−
:FX API: Optimize queries in "kpibud" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDISchedule/cdsDIAvailTrucks" endpoint.
 
−
:Windows Client Dispatch API: Do not cache local queries in "rdmDIOrder/cdsDIScheduleTotals" endpoint.
 
  
−
==Build 3.6.1 - 11/5/2019==
+
:'''Add "Bill As Plant" as an optional grid field.'''
  
−
===Dispatch Module===
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
  
−
Dispatch Order Maintenance
 
−
:For the To Job, From Job and Pour Rate fields, if they have a zero value and are set as required fields, issue a warning.
 
  
−
Dispatch Schedule
+
====Print Invoices====
−
:'''Automatically advance the schedule date when the computer clock ticks past midnight. '''
 
−
:'''Performance improvement when refreshing the schedule.'''
 
−
:'''Show Driver Name in Clocked-In Trucks grid with the Driver Color as the background color.'''
 
  
−
===Ticketing Module===
+
:'''Add "Posted" indication in session log when invoices are posted.'''
  
−
Order Stack
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
−
:Fix "Argument out of range" and "Invalid value for field TRUCK_CAPACITY" exceptions.
 
  
−
===Accounts Receivable Module===
 
  
−
A/R Customer Maintenance
+
====Sales Territories List====
−
:'''Add Customer Color field to the Information tab.'''
 
−
:'''Add Web Invoices and Web BatWts checkboxes to Contacts grid.'''
 
  
−
A/R Driver Maintenance
+
:'''New option added to the A/R File List menu.'''
−
:'''Add Driver Color field.'''
 
  
−
A/R Import Tickets
 
−
:Fix "Field TRUCK_CLASS not found" exception when importing online tickets.
 
−
:Fix remote ticket import to work properly with re-exported ticket files.
 
  
−
A/R Truck Maintenance
+
====Sales Territories Maintenance====
−
:'''Add Rcv Time and Rcv Status optional fields to the GPS grid.'''
 
−
:'''Allow column sorting and column customization on GPS grid.'''
 
  
−
===Accounts Payable Module===
+
:'''New option added to the A/R File Maintenance menu.'''
  
−
A/P Invoice Vouchering
 
−
:Fix delay when scrolling up/down on the invoice grid.
 
  
−
===Payroll Module===
+
====Salespeople Maintenance====
  
−
Tax Library
+
:'''Add sales territory grid.'''
−
:'''Updated to 2019-R11 version (MN.)'''
 
  
−
===General===
 
  
−
Reports
+
====Voided Tickets Report====
−
:Fix "cannot convert variant of type null to type string" exception when printing empty memo value.
 
−
:Fix handling of Active/Inactive checkboxes for several reports.
 
  
−
Setup Installer
+
:The Ticket Number will now properly show all 7 digits on the report.
−
:Force KServer service start when updating the master application server.
 
−
:Updated Visual C++ 2013 Runtime libraries.
 
  
−
===Services===
 
  
−
Device Aggregator
+
====A/R Inquiry====
−
:Fix "cannot convert variant of type (null) into type (OleStr)" exception when the DEVICE_PARAMS field for an active device is empty.
 
  
−
Device Server
+
====Cash Posting====
−
:'''Modify Keystone Online Dispatch Event device to send all non-null time fields for At Plant status.'''
 
−
:'''Modify Verifi Status device to use new HTTP connection for each individual request.'''
 
  
−
Keystone REST Server (KServer)
+
:'''Add "Unit Disc" field to Ticket History grid.'''
−
:'''Improved cache version handling to avoid update conflicts.'''
 
−
:'''Improved communication method with Windows clients.'''
 
−
:'''Improved query statistics.'''
 
−
:'''Improved server statistics.'''
 
−
:'''Miscellaneous performance improvements.'''
 
−
:'''Dispatch V2 API: Add PlantId list parameter to ScheduleOrders endpoint.'''
 
−
:'''Driver API: Modify ticket and truckticketinfo endpoints to use DOC_LINK as the ticket key.'''
 
−
:'''Driver API: Modify ticket endpoint to update the ticket whether it has been invoiced or not.'''
 
−
:'''FX API: Add PlantId list parameter to kpi, kpibymo, dispatchtime, materialrequiredbyhour endpoints.'''
 
−
:'''FX API: Add trucksbystatus endpoint.'''
 
−
:'''Online Customer Portal API: Add customerlist endpoint.'''
 
−
:'''Online Customer Portal API: Add several fields to ContactInfo, ContactList and ContactLookup endpoints.'''
 
−
:'''Windows Client Dispatch API: Optimized schedule queries.'''
 
−
:No longer processes AUTORUN queries one minute after startup.
 
−
:No longer runs database queries if the database version is not current.
 
−
:FX API: Fix kpi and kpibymo endpoints to address overflow issue in the plant tickets query.
 
−
:Windows Client A/R Report API: Fix ARTruckLogReport query to return all required fields.
 
  
−
==Build 3.6 - 8/30/2019==
 
  
−
===Dispatch Module===
+
====A/R Inquiry====
  
−
Concrete Calculator
+
====Cash Posting====
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
====Job Prices Maintenance====
−
</blockquote>
 
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
 
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Cash Posting Register====
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
+
====Cash Posting Register (Month End)====
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
  
−
'''Use current PC clock date as delivery date when creating orders.'''
 
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
====Comparative Customer Sales====
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
====Customer Sales History====
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
====Customer Sales by Job====
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
====Customer Sales by Product====
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
====Daily Plant Sales====
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
====Product Sales====
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
====Product Sales History====
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
====Product Sales by Customer====
  
−
Reload ticket customer prior to generating batch control data.
+
====Summary Sales====
−
</blockquote>
 
−
Truck Demand Graph
 
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
:'''Add "Sales Territory" selection.'''
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
 
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
====Driver Report====
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
====Driver Report (Month End)====
−
</blockquote>
 
−
Order Maintenance
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
:'''Add "Driver Name" to the report.'''
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
 
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
====Print Invoices====
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
====Re-Print Invoices====
  
−
When copying an order, verify that the Customer Id field is not blank.
+
:'''When printing the product summary, list the mix product first.'''
−
</blockquote>
 
−
Order Stack
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and delivery dates, you must now hold CTRL and SHIFT with the shortcut key.
 
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
===Quote Module===
−
</blockquote>
 
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
====Quote Maintenance====
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
:'''Add "margin warning" to Cost Estimator.'''
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
:'''Add "Default Tkt/Ord Products" system option.'''
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
:'''Add "Sales Territory" field.'''
  
−
Reload ticket customer prior to generating batch control data.
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
−
</blockquote>
 
−
===Accounts Receivable Module===
 
  
−
A/R Cash Posting
 
  
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
+
====Prospect Maintenance====
−
</blockquote>
 
−
A/R Inquiry
 
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
====Quote Maintenance====
−
</blockquote>
 
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
'''Italicize inactive automatic products on the main grid.'''
 
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
+
===Accounts Payable Module===
−
</blockquote>
 
−
Credit Card Pre-Approval
 
  
−
<blockquote>'''Significant performance improvement when loading orders.'''
+
====Email ACH Stubs====
−
</blockquote>
 
−
Import Tickets
 
  
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
+
:The Status column in the grid will now always show the most recent email status.
  
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
 
  
−
'''Significant performance improvement when importing online and remote tickets.'''
+
====Select Invoices for Payment====
  
−
Show reconcile error dialog when a required field has an invalid value.
+
:The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
  
−
Display message and abort when errors occur when applying tickets to the database.
+
:'''On the Pay Invoice dialog you can now change the payment method.'''
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
  
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
 
−
</blockquote>
 
−
Job Price Maintenance
 
  
−
<blockquote>'''Add ability to set the &quot;Tkt/Ord Products&quot; field to a specific value whenever a new job is added (contact support if you need this feature.)'''
+
====Vendors Maintenance====
−
</blockquote>
 
−
Open Ticket Stack
 
  
−
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
+
:'''Add "Division" field to the 1099 Amounts grid.'''
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
 
  
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
====A/P ACH Export====
  
−
Fix Access Violation exceptions and issues with column sorting.
+
====Re-Export A/P ACH====
−
</blockquote>
 
−
Physical Inventory Entry
 
  
−
<blockquote>Prevent entering a negative count.
+
:'''Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.'''
−
</blockquote>
 
−
Plant Maintenance
 
  
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
 
−
</blockquote>
 
−
Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
====1099 Audit List (Month End)====
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
====Federal & State 1099 Export====
−
</blockquote>
 
−
Product Maintenance
 
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
:'''Add Division selection.'''
−
</blockquote>
 
−
Re-Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
 
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
====Handwritten Check Entry====
−
</blockquote>
 
−
===Quote Module===
 
  
−
Print Quotes
+
====Invoice Vouchering====
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
+
:Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)
−
</blockquote>
 
−
Quote Maintenance
 
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
 
−
</blockquote>
 
−
===Accounts Payable Module===
 
  
−
A/P Handwritten Check Entry
+
====Print Checks====
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
====Re-Print Checks====
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
:Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".
  
−
When referencing a previously vouchered invoice pull in the Division Number from the vouchered invoice instead of using the Division Number entered in the handwritten batch.
 
−
</blockquote>
 
−
A/P Inquiry
 
  
−
<blockquote>'''Add Discount Date, Discount Offered and Discount Taken as optional grid fields.'''
+
===Purchase Order Module===
  
−
Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
====Purchase Orders List====
−
</blockquote>
 
−
Select Invoices for Payment
 
  
−
<blockquote>When using the keyboard shortcuts to select customers and ticket dates, you must now hold CTRL and SHIFT with the shortcut key.
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
−
</blockquote>
 
−
Vendor Invoice History
 
  
−
<blockquote>Show Void Date for voided invoices.
 
−
</blockquote>
 
−
===General Ledger Module===
 
  
−
Trial Balance
+
===Cash Management Module===
−
 
 
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
 
−
 
 
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
 
−
</blockquote>
 
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Statement Reconciliation====
  
−
<blockquote>Fix RPC Error (application server crash) when using an invalid value for the TAXFILEST factor on a state tax definition.
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
−
</blockquote>
 
−
Company Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
−
</blockquote>
 
−
Employee Maintenance
 
  
−
<blockquote>Fix issues with G/L accounts on definitions grid where sometimes the user could enter a G/L account for a definition type that doesn't accept G/L accounts but then could not clear it later.
 
−
</blockquote>
 
−
Tax Library
 
  
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
−
</blockquote>
 
 
===General===
 
===General===
  
−
DataScope
+
====Company Database====
  
−
<blockquote>'''Add support for security roles on custom queries.'''
+
:'''Updated to version 28.02.'''
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Device Maintenance
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
====System Menu====
−
</blockquote>
 
−
Document Preview
 
  
−
<blockquote>'''Add support for PDF documents.'''
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
−
</blockquote>
 
−
File Maintenance
 
  
−
<blockquote>Eliminate leading/trailing blanks in key fields when adding new items.
 
−
</blockquote>
 
−
Form Reports
 
  
−
<blockquote>'''Add support for rendering PDF documents as images.'''
+
====Windows Client====
−
</blockquote>
 
−
General
 
  
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
+
:'''Add events for item rename/merge.'''
  
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
−
Verify that connection to application server is still valid prior to requesting or posting data.
 
−
</blockquote>
 
−
Query Export
 
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
===Services===
  
−
'''Add support for security roles on custom queries.'''
+
====Application Server====
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
:Setup relay server connection info only for the main Keystone server.
−
</blockquote>
 
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
 
−
</blockquote>
 
−
System Menu
 
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
+
====Device Server====
  
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
'''Add support for security roles on custom queries.'''
+
:'''When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.'''
  
−
Do not add custom query/export to menu if the associated menu key does not exist or is not valid for the user.
+
:'''Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.'''
  
−
Do not include custom queries for non-existent or non-allowed menu keys.
+
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
  
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
+
:'''Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.'''
−
</blockquote>
 
−
===Services===
 
  
−
Application Server
+
:'''Add "Keystone Online" batch weight notification device.'''
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
 
  
−
'''Support multiple application servers at a single site.'''
+
====KServer External AICrete API v2====
  
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''New API for AICrete which requires authorization header.'''
  
−
'''Add log message when system license info changed.'''
 
  
−
Only send active load statuses when sending dispatch events.
+
====KServer External SalesInsight API v2====
−
</blockquote>
 
−
Device Aggregator
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
+
:'''New API for SalesInsight.'''
−
</blockquote>
 
−
Device Server
 
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
  
−
'''Add &quot;Keystone Online&quot; batch control link.'''
+
====KServer Keystone Online Customer Portal API====
  
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
  
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
 
  
−
When voiding a ULINK ticket, Include failure message response in error log.
+
====KServer Keystone Online Dashboard API====
−
</blockquote>
 
−
Keystone REST Server (KServer)
 
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
  
−
'''Database Backup and Restore moved to KServer.'''
 
  
−
'''Keystone Update moved to KServer.'''
+
====KServer Keystone Online E-Ticketing API====
  
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
  
−
'''Some file lists and reports have been moved to KServer.'''
 
  
−
'''Document Imaging document list/document retrieval moved to KServer.'''
+
====KServer Windows Client A/R API====
  
−
'''Improved logging capabilities.'''
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
  
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
  
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
 
  
−
'''Add support for &quot;list&quot; parameters.'''
+
====KServer Windows Client Device API v2====
  
−
'''Add support for &quot;MS Access&quot; databases.'''
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
  
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
  
−
'''Add support for &quot;range&quot; filters on query parameters.'''
 
  
−
'''Support singleton auto-run item (once per server.)'''
+
====Keystone REST Server (KServer)====
  
−
'''Version API: Add statistics endpoints.'''
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
----
−
 
 
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
 
−
 
 
−
'''Improved query caching method.'''
 
−
 
 
−
'''Add Keystone Online Customer Portal API.'''
 
−
 
 
−
'''It is no longer necessary to create separate configuration options for each company database.'''
 
  
−
Several fixes in cache handling, logging and multi-threading logic.
+
[[Release Notes for Keystone 5.2.x]]
  
−
Handle escaped characters correctly in query parameter values.
+
[[Release Notes for Keystone 5.1.x]]
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
[[Release Notes for Keystone 5.0.x]]
  
−
Delay AUTORUN processing for one minute after startup.
+
[[Release Notes for Keystone 4.7.x]]
  
−
Use single background task to communicate with device aggregator that reads a queue of commands.
+
[[Release Notes for Keystone 4.6.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
+
[[Release Notes for Keystone 4.5.x]]
  
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
+
[[Release Notes for Keystone 4.4.x]]
  
−
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
+
[[Release Notes for Keystone 4.3.x]]
  
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
+
[[Release Notes for Keystone 4.2.x]]
  
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
+
[[Release Notes for Keystone 4.1.x]]
  
−
Stonemont API: Fix &quot;xbatchresultlist&quot;, &quot;xbatchresults&quot; and &quot;xbatchresultscondensed&quot; queries to no longer move the begindate parameter to the start of the day.
+
[[Release Notes for Keystone 4.0.x]]
  
−
When running autorun query, first check that database version is current, abort if not.
+
[[Release Notes for Keystone 3.6.x]]
−
 
 
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
 
−
 
 
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
 
−
</blockquote>
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 3.5.x]]
 
[[Release Notes for Keystone 3.5.x]]

Latest revision as of 13:59, 2 August 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.3.3.0 - 7/31/2026

Dispatch Module

Cash Payment Entry

Add support for Pay Class and Fee Paid.


End Of Day

Changed "Check No." column to "Pay Class".


Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.


Order Maintenance

Add "Ext Price" column to the Products grid.
The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes.
Display a mouse-over hint on the VOID checkbox in the History grid that shows the void reason AND the user that voided the ticket.


Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Ticket Printing

Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)


Truck Demand Graph

Now supports up to 10 "Demand Graph" tabs.


Ticketing Module

End Of Day

Changed "Check No." column to "Pay Class".


Order Maintenance

Add "Ext Price" column to the Products grid.


Ticket Printing

Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)


Tickets Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Accounts Receivable Module

Base Product Maintenance

New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.


Credit Limit Report

UI Issue: "Credit Limit Threshold %" label text cutoff.


Credit Review Report

When the "Minimum Avg Days Difference" is left blank, all invoices will now be included regardless of the "Avg Diff" value for the invoice. Enter zero in this box to exclude invoices with negative "Avg Diff" values (the previous behavior.)


Customers List

UI Issues: Fix Report Type group box cutoff at the bottom with certain visual themes. Adjust height of Report Type group box when visual theme changed.


Inventory Batch List

When printing a Physical Inventory batch, add "Ticket No." column to the report.


Inventory Status Report

All quantity fields will now show four decimal places to match other inventory reports.


Inventory Valuation Report

The "Item Value" column will now show a negative value (instead of zero) when the "Book On Hand" amount is negative.


Invoice Register (Month End)

Add user checkbox to include the Email Status on the report.


Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.


Payment Processor Remittance

New option added to the A/R Month End menu.


Physical Inventory Entry

Add "Ticket No." column to product grid.


Print Invoices

Add "Billing Plant Id" selection.


Sales Tax Report (Month End)

Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.


Open Ticket Stack

Ticket Maintenance

Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.


Print Invoices

Re-Print Invoices

Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)


Handwritten Invoice Entry

Ticket Inquiry

Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Accounts Payable Module

Vendors Maintenance

Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.


Cash Management Module

Statement Reconciliation

This option can now only be opened once per user to prevent combining the same deposits twice. (Note that two different users could still potentially combine the same deposits.)
Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.


General

Company Database

Updated to version 28.11.


Keystone Setup

Add "Keystone Cloud Tunnel" to the Service Applications list.


Reports

When printing a value using one of the WRITTEN formats on a form, use thousand separators (i.e., 12345678 will be printed as 12,345,678.)
Fix issue where the dropdown list for a checkbox group selection item would not show any items after running the report once.


Services

Application Server

Add warning for C/M transaction data errors related to online payments when upgrading the company database.


KServer External AICrete API v2

Added orders endpoint.
Rolled tickets endpoints into batchresults endpoints.


KServer External Quadrel API v2

New API for Quadrel.


KServer External SalesInsight API v2

Reworked endpoints.
Fix performance issue with query in "ticketsbyjob" endpoint.


KServer External SlabStack API v1

New API for Slabstack.


KServer Keystone Online Back Office API

Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.


KServer Windows Client A/R API

Modified master query in "rdmARAllTickets/cdsMaster" endpoint to include pay class, fee amount and fee paid fields.


Keystone REST Server (KServer)

Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.


KServer Dispatch API v2

KServer Keystone Online Customer Portal API

Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.

Release 5.3.2.0 - 7/10/2026

Dispatch Module

Void Tickets

Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)


Quote Module

Quote Maintenance

UI Issue: Widened Quote Id column to show the entire Quote Id.


General

Windows Client

Fix exception "EFCreateError: Cannot create file--The process cannot access the file because it is being used by another process" when loading/saving custom grid layouts.


Services

Device Aggregator

Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)
Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started.


KServer Windows Client Device API v2

Modify TicketInfo query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.


Keystone REST Server (KServer)

Add improved version of database event/version manager (coming soon.)
Improve accuracy of client IP address and port when generating log messages for requests made through a Cloudflare tunnel.

Release 5.3.1.0 - 7/2/2026

Dispatch Module

On Hand Inquiry

Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
UI Issue: Fix "Product Base" label so it isn't cutoff.
Add F4 search to "Product Base" field.


Order Maintenance

Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)


Ticketing Module

On Hand Inquiry

Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
UI Issue: Fix "Product Base" label so it isn't cutoff.
Add F4 search to "Product Base" field.


Accounts Receivable Module

Products Maintenance

Revert incorrect change of inactive checkbox caption--should be 'Inactive' but was incorrectly changed to 'Active' (introduced in 5.2.8.8.)


Sales Tax Report (Month End)

Add checkbox option to "Include Tax for Begin Balance Invoices."


Void Invoice

Fix exception "EOleException: Unsupported feature" when voiding an invoice (introduced in 5.3.)


Cash Posting Register

Cash Posting Register (Month End)

Fix issue where the Bank Deposit would (sometimes) not be included in the A/R Cash Posting Register (introduced in 4.7.)


Accounts Payable Module

Check Register (Month End)

Add "Session No." sequence option.


Check Register

Check Register (Month End)

The "Disc" column is now called "Disc Taken" and appears after the "Amt Paid" column.
When printing the Summary report, the "Inv Bal" column is no longer printed.
When printing the Detail report, the "Inv Bal" column is no longer totalled.


General

Company Database

Updated to version 28.06.


Windows Client

Fix UI issue on the "Delete Document" dialog where the description next to the checkbox was not visible when using a dark visual theme.


Services

Application Server

When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.


Device Aggregator

When processing batch results, attempt to determine Load Date using associated Ticket Date, fall back to System Date if no associated ticket is found.


Device Server

ULINK Batch Control: Move logic that generated Load Date when retrieving batch results into Device Aggregator.
Add "KServer" GPS status device.


KServer External AICrete API v1.1

New AICrete API which uses Keystone Relay.


KServer Keystone Online GPS API

New API which accepts truck GPS status information from the Keystone Cloud GPS system.


Keystone REST Server (KServer)

Add ability to send GPS status information to the Device Aggregator.


KServer External AICrete API

KServer External AICrete API v1.1

Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
Add "Cutoff Date" when selecting orders by customer.
Show "Delv Date" on the order grid.


On Hand Inquiry

New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.


Order Maintenance

Fix issue when cancelling an order for a Dispatch Silo Loadout plant, where the dialog that asked for a cancel reason kept appearing over and over.
Fix issue when a silo load-out order is cancelled it still appears on the schedule with a "Cancelled" status instead of being removed from the schedule.
Add an order event when the "Reprice" function is used.
Add "Sales Territory" field.
Add Email To Job and SMS To Job options to Contacts grid.


Schedule

When using the Quick Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.
The "Next" column will now show "Last Ld" to indicate that the last load for the order is in progress, and "Filled" to indicate the order is filled but not yet marked as completed.
Indicate that a truck has concrete on-board (returned concrete) when shipping a load by showing the captions for the Qty On Board and the Mix On Board in larger bold red font.
Fix exception "EListError: List index out of bounds" when refreshing the Clocked-In Trucks grid and there are a mix of numeric and non-numeric truck numbers.
Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
Add "Customer Rating" as optional field on the schedule grid.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Add (optional) display of Standard Cost in the Products grid.
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add "Sales Territory" field.


Truck Demand Graph

Reduce the minimum width and height allowed for the window to allow several demand graphs to fit on the screen at the same time.


Order Maintenance

Ticket Printing

Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).
Add "Bill As Plant" field.


Ticketing Module

On Hand Inquiry

Now works on Product Base so you can view the On Hand quantity for all plants at once.


Order Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Order Stack

When using the New Order function, after entering the Customer Id you no longer have to hit the + button next to the Order Id to begin entering the order.
Increase the font size within the Delivery Instructions floating box to improve readability.


Ticket Printing

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
Add (optional) display of Standard Cost in the Products grid.


Accounts Receivable Module

A/R Inquiry

Add "Fee Chg G/L" field to the Posting History grid.
Changes to Posting History grid: change "Check Amount" to "Credit Amount", change "Check Applied" to "Payment Applied."


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

Improve column headings in Contacts grid to avoid confusion (for example: Email Order and Email OrdCmp would sometimes both show only "Email Ord" depending on the selected visual theme.)
Add "SMS To Job" checkbox column to Contacts grid.
Add "Credit Manager" field.
Add Email To Job option to Contacts grid.
Add field change events for the customer address fields.
Add function button to switch to A/R Inquiry for the current customer.


Divisions Maintenance

Add Company Info tab to support A/P 1099 by division.


Drivers Maintenance

Add "Start Date" field.


Email Invoices

The "Email BCC" field on the Setup tab will now be remembered from run to run.


Invoiced Tickets List (Month End)

Add Invoice Number to the report and allow sequence/selection on Invoice Number.


Job Prices Maintenance

When adding a product to the job, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add "Description" column to the Auto Products grid.
Add "Sales Territory" field.
Add field change event for the C.O.D. field.


Open Ticket Stack

Add "Bill As Plant" as an optional grid field.
Add Void Reason as a mouse-over hint on the Ticket No. column.


Print Invoices

Add "Posted" indication in session log when invoices are posted.
When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.


Sales Territories List

New option added to the A/R File List menu.


Sales Territories Maintenance

New option added to the A/R File Maintenance menu.


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

The Ticket Number will now properly show all 7 digits on the report.


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Cash Posting Register

Cash Posting Register (Month End)

The Bank Deposit now correctly reflects the Credit Card Fee charge amount.


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

When printing the product summary, list the mix product first.


Quote Module

Quote Maintenance

When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.
Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)
Add "margin warning" to Cost Estimator.
Add "Default Tkt/Ord Products" system option.
Add "Sales Territory" field.
Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.


Prospect Maintenance

Quote Maintenance

Add Email To Job and SMS To Job options to Contacts grid.


Accounts Payable Module

Email ACH Stubs

The Status column in the grid will now always show the most recent email status.


Select Invoices for Payment

The Payment Method will now appear on the invoices grid and on the "Pay Invoice" form when the A/P Email Forms option is enabled.
On the Pay Invoice dialog you can now change the payment method.


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

Add "Force Company Id Uppercase" checkbox to support either mixed case or uppercase Company Id in the export file.


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

Fix so the first column on the P.O. Receipts, Receipts Distribution and Expense Distribution grids is focused each time the G/L Distributions window is opened (introduced in 5.2.7.4.)


Print Checks

Re-Print Checks

Fix issue where a check would not be printed for an invoice with a Payment Method of "Check" but where the vendor has at least one contact selected for "Email ACH".


Purchase Order Module

Purchase Orders List

Fix issue where purchase order total would double when there was a comment line on the purchase order.


Cash Management Module

Statement Reconciliation

Add "Fee Chg" field to the A/R Posting History grid.
Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.


General

Company Database

Updated to version 28.02.


System Menu

Delete user-related role assignments and security options when a user is deleted.


Windows Client

Add events for item rename/merge.
Add (optional) ability to Delete a document previously uploaded.


Services

Application Server

Setup relay server connection info only for the main Keystone server.


Device Server

Send the ticket "Batch Message" field to ULINK batch controls (field #81.)
When sending dispatch notification to Keystone Online, include SMS recipients in the list of Contacts.
Modify the Keystone Online Dispatch Notification for protocol version 2 to send the BusinessId field as a string.
Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.
Add AR, CT, DC, HI, MO, MT, NV, NH, NJ, NM, NY, OR, PR, SC, TX, UT and WY as supported states for HaulHub.
Add "Keystone Online" batch weight notification device.


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.


KServer Keystone Online Dashboard API

Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.
Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.


KServer Windows Client Device API v2

Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.


Keystone REST Server (KServer)

Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.

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

Retrieved from "http://52.173.207.40/wiki/index.php?title=New_Keystone_Releases&oldid=1720"