Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.0 - 10/14/2021==
+
==Release 5.4.0.0 - 9/16/2026==
  
−
===New Features===
+
===Dispatch Module===
  
−
Keystone Map
+
====End Of Day====
−
:We have developed a completely new map option which will (optionally) allow fastest/shortest routing using HERE truck routing in place of Google Maps routing. This new map requires Microsoft's Edge Chromium browser. Please contact your IT department or GivenHansco support for assistance.
 
  
−
Generic Reports w/Export
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
−
:As of this version we have moved over 35 Keystone reports to our new KServer-based generic report option. In addition to reducing the load on the Application Server, the generic report option provides Export capability to Excel, Text and HTML files (for most reports.)
 
  
−
PennDOT E-Tickets
 
−
:Pennsylvania will be requiring concrete tickets for PA state jobs to be submitted to the new PennDOT E-Ticketing system. We are currently developing an interface for this and expect to deliver the completed interface by the end of 4Q 2021.
 
  
−
Parent Jobs
+
====Open Ticket Stack====
−
:We have added the ability to establish "parent jobs" for pricing purposes. Previously if you had several jobs that shared the same pricing, you would have to enter the same pricing information in each of the jobs. Now you can enter the pricing information once in a parent job, and link the other jobs to the same parent job.
 
  
−
Automatic Cloud Backup
+
:Fix Truck F4 Search to only include trucks assigned to dispatch plants.
−
:The automatic scheduled backup program now backs up to the cloud in addition to the local file.
 
  
−
Read-Only Data
 
−
:As of this version we have identified and moved over 35 data sources out of the Application Server and into KServer. This reduces the load on the Application Server and improves overall system stability.
 
  
−
===Dispatch Module===
+
====Order Maintenance====
 +
 
 +
:'''Now supports custom mix design by order (contact support if you need this feature.)'''
 +
 
 +
:Allow editing of order with incorrectly specified %/Qty Sold tax column.
 +
 
 +
:'''Add "Batch Operator Message" to the "Advanced Copy Settings" dialog.'''
 +
 
 +
 
 +
====Schedule====
 +
 
 +
:Fix sorting of "Next" column so that Last Ld/Filled orders are at the bottom.
 +
 
 +
:'''Add warning message when ticketing an order if the delivery date/time has changed since the last schedule refresh.'''
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:'''Send custom mix design to batch control from job/order if specified.'''
 +
 
 +
:'''Add (optional) confirmation dialog when a ticket is cross-shipped (contact support if you need this feature.)'''
 +
 
 +
:Do not require Pay Class when no payment amount is entered on the payment screen.
 +
 
 +
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
 +
 
 +
:Improved performance of the Truck Id dropdown.
 +
 
 +
 
 +
====Truck Demand Graph====
  
−
Driver Time/Yardage Analysis Report
+
:'''The captions for the demand graph tabs will now reflect the plants selected for that tab's demand graph.'''
−
:Fix inaccuracy in totals due to unnecessary rounding during detail processing.
 
  
−
Order Maintenance
+
:The vertical scale for the demand graph now auto-adjusts based on the highest value that needs to be shown on the graph .
−
:'''Add event when Customer PO field is changed.'''
 
−
:'''Add event when Tax Authority field is changed.'''
 
−
:'''Add indicator to Price Source if the price is a pending price.'''
 
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:When copying an order, do not try to do base product translation for comment lines.
 
−
:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
 
−
:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
 
−
:'''Add ability to disable the "Advanced" copy button on the Copy Order dialog (contact support if you need this feature.)'''
 
−
:When the Print button is clicked, save any pending changes prior to printing.
 
−
:The Backspace key may now be used to clear the "Cement" drop-down.
 
  
−
Schedule
+
:'''The minimum Slot Length is now 1 minute.'''
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:Fix issue where sometimes the truck would not clock in when using Find Truck and then the Clock In option.
 
−
:Fix "ERESTException: HTTP/1.1 500 Internal Server Error" when clicking the Edit button while shipping a load.
 
−
:'''Add "Will-Call Order" button to order right-click popup menu.'''
 
−
:'''Add "Show Map" button to order right-click popup menu.'''
 
−
:Reload document list when user right-clicks on a truck/ticket.
 
−
:Disable "View Doc" button if there are no documents available for the ticket.
 
−
:Reload document grid when user selects "Edit Ticket" from the right-click truck status menu.
 
−
:Schedule totals now display correctly when there are shipped loads scheduled for a different day.
 
−
:No longer allows "Mark Order as Complete" function when no loads have been shipped on the order.
 
  
−
Ticket Maintenance
+
:Fixed the Delivery Time labels so they always reflect time of day.
−
:'''Add "Ticket Notes" tab.'''
 
−
:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
 
  
−
Ticket Printing
 
−
:When creating a ticket from an order, do not try to do base product translation for comment lines.
 
−
:'''Add option to allow the Customer ID to be changed for an existing ticket (contact support if you need this feature.)'''
 
−
:On the ticket stub screen, do not show the Mix On Board product if the Qty On Board is zero.
 
−
:'''Add "Ticket Notes" tab.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance
+
====End Of Day====
−
:'''Add indicator to Price Source if the price is a pending price.'''
+
 
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
+
:'''Change the "Check #" column to "Pay Class", shows the check number if present otherwise shows the pay class.'''
−
:'''Retrieve route data from map and save with the order.'''
+
 
−
:Fix issue where job contacts are deleted from the order's job when the Job Id on the order is changed/removed.
+
 
−
:Fix issue where customer and job contacts are deleted from the order's customer and job when the order is deleted.
+
====Open Ticket Stack====
−
:When the Print button is clicked, save any pending changes prior to printing.
+
 
 +
:Fix Truck F4 Search to only exclude trucks assigned to dispatch plants.
 +
 
 +
 
 +
====Order Stack====
 +
 
 +
:Fix "EArgumentOutOfRangeException" when refreshing the order stack, which resulted in a blank screen until you hit the Refresh button.
 +
 
 +
 
 +
====Ticket Printing====
 +
 
 +
:Do not require Pay Class when no payment amount is entered on the payment screen.
  
−
Order Stack
+
:'''Send "Color Alias" to batch control if a color product type exists on the ticket.'''
−
:'''Significantly improved start-up time.'''
 
−
:'''Now defaults to showing the last month's worth of orders.'''
 
−
:'''Add "Order Lookback Date" to Refresh Options screen to control visibility of old orders.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:'''Save "Show Delivery Instructions" option from run to run.'''
 
  
−
Ticket Maintenance
+
:Improved performance of the Truck Id dropdown.
−
:'''Add "Ticket Notes" tab.'''
 
−
:Do not display "The date is in an unopened period" when accepting a ticket with a payment date in a closed period.
 
  
−
Ticket Printing
 
−
:When creating a ticket from an order, do not try to do base product translation for comment lines.
 
−
:'''Add "Ticket Notes" tab.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry
+
====A/R Aged Trial Balance====
−
:'''Add "Session No" as an optional field on the invoice grid.'''
+
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
+
:'''Add "Include Customer Notes" checkbox on the Print Setup tab to include the customer notes on the report. This applies to the 1-Line Summary, Summary and Detail report types.'''
 +
 
 +
:'''Add user option to show "Last Paid Date" which will show the last paid date for the customer on the summary reports and the last paid date for each invoice on the detail report.'''
 +
 
 +
 
 +
====Cash Posting====
 +
 
 +
:'''Now requires a Pay Class to be entered when posting. This provides more appropriate functionality when using a Credit/Debit/ACH Pay Class.'''
 +
 
  
−
A/R Inquiry<BR>
+
====Credit Card Pre-Approval====
−
Cash Posting
 
−
:'''Add "Order Id" and "Ship To 1" as optional columns on the main invoice grid.'''
 
−
:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main invoice grid.'''
 
−
:'''Add "PP Status", "PP Status Date", "PP Batch Id", "PP Merch Id", "PP Ref No" and "PP Auth Code" as optional columns on the main invoice grid.'''
 
−
:'''Add "Price Source" column to ticket history grid.'''
 
  
−
Aged Trial Balance
+
:Fix "Access Violation" exception when editing an order (introduced in 5.2.8.9.)
−
:'''Print plant/division subtotals when printing Control Total and plant/division subtotals boxes checked.'''
 
  
−
Automatic Products
 
−
:Fix issue where a "not range" (ex: ~01-09) automatic product was not being processed correctly (introduced in 3.6.)
 
  
−
Cash Posting
+
====Job Price List====
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Cash Posting Register<BR>
+
:Fix "Qty Ticketed" and "Qty Remain" values to properly handle jobs with only base price plant products specified.
−
MTD Cash Posting Register
 
−
:'''On the Bank Deposit add customer portal payment totals (Portal CC and Portal ACH.)'''
 
−
:'''Indicate "Portal CC" and "Portal ACH" pay types in the "Check No" column on the main report and the Bank Deposit report.'''
 
−
:'''Add "PP Ref No" column to the main report and the Bank Deposit report.'''
 
  
−
Customer Maintenance
 
−
:'''Add "Tax Exempt Exp Date" field.'''
 
−
:'''Add "Web CCPay" checkbox to Contacts grid.'''
 
−
:'''Disable "Web Invoices" and "Web CCPay" checkboxes if there is no default PP Cash G/L account specified.'''
 
−
:No longer allows a customer with orders to be deleted.
 
  
−
Default G/L Accounts
+
====Job Price Maintenance====
−
:'''Add "PP Cash" default G/L account.'''
 
  
−
Division Maintenance
+
:'''Now supports custom mix design by job (contact support if you need this feature.)'''
−
:'''Add "A/R PP Cash" default G/L account.'''
 
  
−
Edit Open Ticket Times
+
:Fix "Qty Open" value to properly handle jobs with only base price plant products specified.
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Email Invoices
 
−
:Fix recent invoice sessions not showing in Session dropdown list.
 
  
−
Email Invoices<BR>
+
====Pre-Billing Audit List====
−
Email Orders<BR>
 
−
Email Statements
 
−
:Change caption on OK button to "Send".
 
  
−
Handwritten Invoice Entry
+
:'''When printing ticket payment information, show the Pay Class (instead of Check #) for any type of payment other than a check.'''
−
:'''Add "Ticket Notes" tab.'''
 
  
−
Import Tickets<BR>
+
:Include fee paid in payment amount when ticket includes a payment with a fee.
−
Open Ticket Stack<BR>
 
−
Pre-Billing Audit List<BR>
 
−
Price Exception Report<BR>
 
−
Print Invoices<BR>
 
−
Quick Ticket Entry<BR>
 
−
Ticket Batch List<BR>
 
−
Ticket Maintenance<BR>
 
−
Void Invoice
 
−
:'''Add indicator to Price Source if the price is a pending price.'''
 
  
−
Invoice Job Corrections
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Job Price Maintenance
+
====Print Invoices====
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:Fix issue where customer contacts are deleted from the job's customer when the job is deleted.
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
−
:'''Add "Parent Job" button to establish parent job relationship.'''
 
  
−
Open Ticket Stack
+
:Update Qty Invoiced for the job product that matches on Base Product+Base Price Plant.
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:Fix EAccessViolation exception when attempting to print a ticket from the edit ticket window.
 
−
:When repricing tickets, only replace the Customer P.O. on the ticket if the job has a Customer P.O. specified.
 
  
−
Plant Maintenance
+
:Fix exception when the Fee Paid on the ticket is zero and the Fee G/L Account for the pay class is not specified or invalid (introduced in 5.3.3.4.)
−
:'''Add "PP Cash" default G/L account.'''
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Product Class List
 
−
:'''Product Class selection is now a checklist.'''
 
  
−
Product Maintenance
+
====Products Maintenance====
−
:'''Add "SubType" (ingredient subtype) field to product maintenance screen.'''
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Product Sales by Customer Report
+
:'''Add "Color" product type which when sent to Keystone Batch will feed a color dispensing system (e.g. Solomon.)'''
−
:Widen Qty and Amount columns to accomodate larger totals.
 
  
−
Quick Ticket Entry
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Re-Print Tickets
+
====Sales Tax Rates Maintenance====
−
:Fix report sequence not working.
 
  
−
Setup Pending Prices
+
:'''Add "Geo State" and "Id" columns to the tax localities grid.'''
−
:Change "Apply" button caption to "Post".
 
−
:'''Added hints to Post and Clear buttons.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Summary Sales Report
 
−
:'''Product Class selection is now a checklist.'''
 
  
−
Ticket History Inquiry
+
====Ticket Inquiry====
−
:'''Add "Ticket Notes" tab.'''
 
  
−
Ticket Maintenance
+
:Fix exception "EDatabaseError: cdsMaster Field 'VOID_SESSION_NO' not found" (introduced in 5.3.2.6.)
−
:Change field order on Payment tab to match field order in Cash Posting.
 
−
:Never mark a new ticket as "Priced".
 
−
:'''Display warning when attempting to reprice a priced ticket.'''
 
−
:'''Add ability to change the Customer ID for an existing ticket.'''
 
−
:'''Add "Ticket Notes" tab.'''
 
  
−
Unit of Measure Maintenance
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
Void Invoice
+
====Ticket Maintenance====
−
:'''Performance improvement when loading the invoice list.'''
+
 
 +
:'''Add Total Water, Add Water and Color Water fields to batch weights grid.'''
 +
 
 +
:When calling up an existing ticket, set the fields on the Payment tab based on the pay type of the pay class on the ticket.
  
−
===Quote Module===
 
  
−
Quote Maintenance
+
====A/R Inquiry====
−
:'''When booking/rebooking a job and selecting the "Create Order from Quote" option, the appropriate Order Maintenance (Dispatch/Ticketing) will be launched with the order just created.'''
 
−
:'''Pass vehicle parameters (length, width, height, gross weight) to map.'''
 
−
:'''Retrieve route data from map and save with the order.'''
 
−
:Fix issue where customer contacts are deleted from the quote's customer when the quote is deleted.
 
−
:Fix issue where prospect contacts are deleted from the quote's prospect when the quote is deleted.
 
−
:'''Add DOT tab to enter state-specific DOT information.'''
 
  
−
===Accounts Payable Module===
+
====Cash Posting====
  
−
A/P Inquiry
+
====Ticket Inquiry====
−
:'''Add "Session No" as an optional field on the invoice grid.'''
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Aged Trial Balance
+
:Do not include tickets from void/reversal invoices in the Ticket Number dropdown/search.
−
:Fix exception "EDatabaseError cdsReport: Field 'SEQUENCE_CODE' not found" when using the "Sequence" report sequence option (introduced in 3.6.29.2.)
 
  
−
Cash Flow Analysis
 
−
:'''Vendor Class and Division selection are now checklists.'''
 
  
−
Invoice Vouchering
+
====Cash Posting Register====
−
:When checking for duplicate invoices, ignore invoices in A/P recurring batch templates.
 
−
:'''Add security option to control whether duplicate invoice numbers can be posted.'''
 
−
:Only show P.O. numbers in the P.O. dropdown that have unlinked P.O. receipts.
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
−
:Will now ask to save changes when using the X to close the window if you have fully distributed the current invoice.
 
−
:Prevent changes to the batch after posting and clicking the Cancel button the printer dialog.
 
  
−
Invoices for Payment List
+
====Cash Posting Register (Month End)====
−
:'''Vendor Class and Division selection are now checklists.'''
 
  
−
MTD Check Register
+
:'''Add "Fee Amount" column with totals on the cash receipts register.'''
−
:Fix issue where only uncleared checks were shown on the report.
 
  
−
Select Invoices for Payment
 
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
Vendor Maintenance
+
====Product Classes Maintenance====
−
:'''Add Warning tab which will pop-up when the vendor is selected during Invoice Vouchering.'''
 
  
−
Void Check
+
====Products Maintenance====
−
:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
 
  
−
Void Invoice
+
:'''Add "Edit Mix Design by Job/Order" checkbox.'''
−
:'''Performance improvement when loading the invoice list.'''
 
−
:When asked "Are you sure you want to void...?" if you use the X to close the window or press ESC key it will no longer proceed with the void.
 
  
−
===Cash Management Module===
 
  
−
Bank Account List
+
===Quote Module===
−
:Fix exception when selecting on Bank Name.
 
  
−
Cash Flow Summary Report
+
====Quote List====
−
:Include void and reversal transactions.
 
−
:'''Indicate whether total amounts include void/reversal transactions.'''
 
−
:'''Add C/M account segment selection.'''
 
−
:'''Add "Source Trx" summarization option (detail.)'''
 
  
−
Statement Reconciliation
+
:Will no longer include quotes for inactive customers/prospects on the list (unless "Include Inactive" is checked.)
−
:'''Add Options->User Layout menu option to restore user's custom grid layout.'''
 
  
−
===General Ledger Module===
 
  
−
Account Maintenance
+
===Accounts Payable Module===
−
:'''Add system option to require NRMCA Group to be entered for new G/L accounts.'''
 
  
−
Detail Inquiry
+
====Email ACH Stubs====
−
:Fix Credit Amt total calculating incorrectly on the Transaction History popup grid.
 
  
−
Journal Entry
+
:Change sort sequence of stubs in the grid to Vendor Id and Check Date.
−
:Fix issue where batch could be posted that was out of balance.
 
  
−
===Payroll Module===
 
  
−
Email Direct Deposit Stubs
+
===Cash Management Module===
−
:Change caption on OK button to "Send".
 
−
:Eliminate blank page at end of check stub.
 
  
−
Print Direct Deposit Stubs<BR>
+
====Transaction Entry====
−
Print Paychecks
+
 
−
:Eliminate blank page at end of check run.
+
:Fix issue where the G/L Distribution is doubled when entering a "Svc Chg" transaction for a bank account that has a Svc Chg GL specified, or an "Interest" transaction for a bank account that has an Interest GL specified.
 +
 
 +
:Fix issue where a new search icon would be added to the G/L Account field each time the G/L Distribution screen was viewed.
  
−
Tax Library
 
−
:'''Updated to 2021-R11 version (ID, KS, NY states.)'''
 
  
 
===General===
 
===General===
  
−
Batch Maintenance
+
====Company Database====
−
:After posting a batch, the "Print another batch report?" dialog the button captions have been changed to "Reprint" and "Close" (the X button is treated as "Close".)
+
 
 +
:'''Updated to version 28.17.'''
 +
 
  
−
Company Database
+
====System Database====
−
:'''Significantly improve performance of Stonemont QC batch result list query.'''
 
  
−
Generic Report
+
:'''Updated to version 7.0.'''
−
:When exporting use field names instead of field labels.
 
  
−
Keystone Map
 
−
:'''New version which (optionally) supports HERE routing (fastest/shortest) and geocoding.'''
 
−
:'''Allow manual dragging of route segments on the Route tab.'''
 
−
:'''Add "Undo" button on Route tab to un-do the last manual route change.'''
 
−
:'''Add "Show Traffic" checkbox on Route tab to show traffic data.'''
 
−
:'''Show start and end addresses on the directions portion of the Route tab.'''
 
−
:'''When calculating a route, use truck vehicle parameters received from the caller.'''
 
  
−
Reports
+
====Windows Client====
−
:'''Performance improvement: Generate report intermediate output to memory stream instead of disk file.'''
 
  
−
System Backup Utility
+
:'''User Alerts which displays important information at program startup.'''
−
:'''When run as a Windows task the default is now to backup to the client and the cloud.'''
 
  
−
System Menu
+
:'''Consolidated Email, SMS and other options in the Contacts grid.'''
−
:Retry in case of error when downloading web update.
 
  
−
Windows Client
 
−
:'''Add support for Windows 11.'''
 
−
:'''Add support for Windows Server 2022.'''
 
−
:Fixed issue where client-side cache would not be updated properly after restarting KServer.
 
−
:Eliminate unnecessary refreshing of sales tax rates.
 
−
:Eliminate unnecessary KServer calls when refreshing/closing certain datasets.
 
−
:Fix "XltBaseProduct" method to ignore blank product ID.
 
−
:'''Store local cache files in a common folder instead of a user-specific folder (this should improve performance and resource usage on terminal servers.)'''
 
−
:When loading default or user's custom grid layout, scale the grid columns based on the current form dimensions to avoid "scrunched up" columns if the form is maximized.
 
−
:At startup apply field security options to ALL grid tabs, not just the active tab as previously.
 
−
:Fix error "Exception EFCreateError: Cannot create file "". The filename, directory name, or volume label syntax is incorrect" at startup (Remote Desktop users only.)
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:'''When an order route is added or updated send an order route notification through KServer.'''
+
 
−
:When validating batch weights, use DRIVER_ID instead of DRIVER_NAME to validate the driver.
+
:Fix issue where Begin Load status would be sent to Dispatch Notification devices before Arrive Plant status when the truck has been pre-ticketed.
−
:'''When validating batch weight ingredients populate the new VAL_INGREDIENT_SUBTYPE field.'''
+
 
−
:Fix issue where editing a Dispatch ticket did not update the Load Size in the projected loads table.
+
 
−
:'''When validating batch weights, validate the ingredient type, ingredient U/M and driver code.'''
+
====Device Aggregator====
−
:Reverted to 2GB memory limit which should improve reliability.
 
  
−
Device Aggregator
+
:'''When processing batch results, retrieve Color Water and U/M and End Load Time if available.'''
−
:When processing batch weights, truncate fields that are too long to avoid generating string overflow exceptions.
 
−
:Log unhandled exceptions only once.
 
−
:'''Send Ingredient SubType to batch weight notification devices.'''
 
−
:'''When processing batch results, bring in Total Water fields (Keystone Batch only.)'''
 
−
:'''When preparing batch results to be sent to Batch Weights notification devices, include validated ingredient type and U/M data as well as DOT-specific U/M data.'''
 
  
−
Device Server
 
−
:'''Add Order Route Notification device for Keystone Online.'''
 
−
:'''Use Ingredient Subtype to separate admixtures into the desired categories (PennDOT e-ticket.)'''
 
−
:Eliminate unnecessary log error message when sending dispatch events to Keystone Online.
 
−
:'''For batch controls, add support for Total Water fields (Keystone Batch only.)'''
 
−
:'''Consolidated Event/Notify device types into single Notification device type.'''
 
  
−
Keystone REST Server (KServer)
+
====Device Server====
−
:Retry in case of error when sending and receiving cloud data.
+
 
−
:'''Add ability to send updated order route information to Keystone Online when an order route is added or updated.'''
+
:'''Send "Color Alias" to Keystone Batch.'''
−
:Fixed issue where client-side cache would not be updated properly after restarting KServer.
+
:'''Add Color Water and End Load Time from Keystone Batch when retrieving batch results.'''
−
:Eliminate unnecessary client-side local caches.
+
 
−
:Fix issue with server cache version less than client-side local cache version.
+
:'''When sending a ticket to Keystone Batch, send the full length of the Keystone Job Id to the batch control.'''
−
:'''Add support for absolute/relative redirect URI.'''
+
 
−
:'''Group Keystone session numbers by Session Id once per day.'''
+
 
−
:'''Send MD5 content hash when writing cloud backup data to enable cloud service validation.'''
+
====KServer Loadout API v1====
−
:'''Added request/response log information related to local caching.'''
+
 
−
:Fix task manager RunTask method to delay starting the background task until it has been properly initialized (notifications of new dispatch tickets were not being sent to tablets.)
+
:'''New Loadout API added.'''
−
:'''Add handling for URL parameters that are separately URL encoded.'''
 
−
:'''Support different document paths based on Company ID when storing e-tickets.'''
 
−
:Improve reliability of cloud backups.
 
−
:Improve handling of date/time string parameters.
 
−
:'''Consolidated Event/Notify device types into single Notification device type.'''
 
−
:'''Backoffice API: Add "PP Cash G/L" account handling to CustomerPayment endpoint.'''
 
−
:'''Customer Portal API: Support credit card payments for one or more Keystone invoices (including discount handling.)'''
 
−
:Customer Portal API: CustomerInvoices will now properly include invoices with an empty Job Id.
 
−
:Dispatch API v2: CustomerInvoices will now properly include invoices with an empty Job Id.
 
−
:'''Driver API: Optimize "getdocfilename" query in notifyordercomplete endpoint.'''
 
−
:Driver API: Fix ticketproducts query in truckticketinfo endpoint to calculate the Qty Delivered based on previous tickets instead of using the original order Qty Delivered at the time of ticketing (show correct Order Qty Delv on e-tickets for edited tickets.)
 
−
:'''FX API: Significant performance improvement for "kpi" and "kpibymo" endpoints: optimize kpislslyr, kpisysytd, kpisysmtd, kpitck, kpiptk and kpiday queries.'''
 
−
:'''FX API: Add "trucksinstatus" endpoint.'''
 
−
:FX API: Fix "trucksbystatus" query to include only loads for the specified time period.
 
−
:'''Keystone Online Customer Portal API: Add "PP Cash G/L" account handling to CustomerPayments endpoint.'''
 
−
:'''Keystone Online Reports API: New API to support reports for Keystone Online.'''
 
−
:Stonemont QC API: Adjust redirect URIs to be relative.
 
−
:Version API: Fix time zone issue with server statistics.
 
−
:'''Windows Client A/P API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/P Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:Windows Client A/P Report API: Fix "APAgedTrialBalance" query to include vendor Sequence Code field.
 
−
:'''Windows Client A/R API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/R API: Improve performance of quoted job lookup lists.'''
 
−
:'''Windows Client A/R API: Improve performance of XltBaseProduct endpoint.'''
 
−
:'''Windows Client A/R Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:'''Windows Client A/R Lookup API: Add Product Ingredient Subtype lookup endpoint.'''
 
−
:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to handle product codes containing slashes.
 
−
:Windows Client A/R Methods API: Fix XltBaseProduct endpoint to use the correct company when querying products.
 
−
:'''Windows Client Device API v2: Add "trxsync" endpoint that is run at startup and once an hour.'''
 
−
:'''Windows Client Dispatch Lookup API: Several queries moved from Application Server to KServer.'''
 
−
:Windows Client System Database API: Fix "logupdate" endpoint to apply proper base-64 decoding to update memo field.
 
  
 
----
 
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 +
 +
[[Release Notes for Keystone 5.3.x]]
 +
 +
[[Release Notes for Keystone 5.2.x]]
 +
 +
[[Release Notes for Keystone 5.1.x]]
 +
 +
[[Release Notes for Keystone 5.0.x]]
 +
 +
[[Release Notes for Keystone 4.7.x]]
 +
 +
[[Release Notes for Keystone 4.6.x]]
 +
 +
[[Release Notes for Keystone 4.5.x]]
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 +
[[Release Notes for Keystone 4.4.x]]
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 +
[[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 3.6.x]]

Latest revision as of 00:11, 17 September 2026


NOTE: Items in bold type are NEW features.

Release 5.4.0.0 - 9/16/2026

Dispatch Module

End Of Day

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


Open Ticket Stack

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


Order Maintenance

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


Schedule

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


Ticket Printing

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


Truck Demand Graph

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


Ticketing Module

End Of Day

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


Open Ticket Stack

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


Order Stack

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


Ticket Printing

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


Accounts Receivable Module

A/R Aged Trial Balance

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


Cash Posting

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


Credit Card Pre-Approval

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


Job Price List

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


Job Price Maintenance

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


Pre-Billing Audit List

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


Print Invoices

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


Products Maintenance

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


Sales Tax Rates Maintenance

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


Ticket Inquiry

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


Ticket Maintenance

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


A/R Inquiry

Cash Posting

Ticket Inquiry

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


Cash Posting Register

Cash Posting Register (Month End)

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


Product Classes Maintenance

Products Maintenance

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


Quote Module

Quote List

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


Accounts Payable Module

Email ACH Stubs

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


Cash Management Module

Transaction Entry

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


General

Company Database

Updated to version 28.17.


System Database

Updated to version 7.0.


Windows Client

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


Services

Application Server

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


Device Aggregator

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


Device Server

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


KServer Loadout API v1

New Loadout API added.

Release Notes for Keystone 5.3.x

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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