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 4.3.12 - 8/8/2023==
+
==Release 5.3.3.0 - 7/31/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
====Cash Payment Entry====
−
:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
 
−
:Do not allow the delivery date/time to be changed on an order when there are voided loads that have not yet returned to the plant.
 
−
:Do not allow the order to be cancelled when there are voided loads that have not yet returned to the plant.
 
  
−
Ticket Printing
+
:'''Add support for Pay Class and Fee Paid.'''
−
:'''Add ability to print mix design detail section for the line 1 product.'''
+
 
−
:Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
+
 
 +
====End Of Day====
 +
 
 +
:'''Changed "Check No." column to "Pay Class".'''
  
−
===Ticketing Module===
 
  
−
Ticket Printing
+
====Open Ticket Stack====
−
:'''Add ability to print mix design detail section for the line 1 product.'''
 
−
:Fix issue where the F6 Qty on Hand button does not work (introduced in 4.2.6.20.)
 
  
−
===Accounts Receivable Module===
+
:'''Add Pay Class and Fee Paid as optional fields.'''
  
−
Email Invoices<BR>
 
−
Email Orders<BR>
 
−
Email Statements
 
−
:Fix "too many login attempts" exception when using GMail (Google Mail.)
 
  
−
Import Tickets
+
====Order Maintenance====
−
:'''Provide ability to specify a default Tax Authority translation.'''
 
−
:If there is no entry in the Tax Authority translation table for the source tax authority, truncate the source to 4 characters to avoid a string overflow exception.
 
  
−
Job Price Maintenance
+
:'''Add "Ext Price" column to the Products grid.'''
−
:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
 
  
−
Void Invoice
+
:The "Qty Ord" column on the Products grid will now display the correct value for products setup with Auto Qty set to Yes.
−
:Fix generated GLTTRX cash transactions so that the CHECK_NO field has the correct invoice number being voided.
 
−
:Fix generated GLTTRX cash transactions so that the SOURCE_TRANS_TYPE field has the correct values (CV/CR.)
 
−
:Fix generated GLTTRX cash transactions so that the BANK_NO field is empty.
 
  
−
===Quote Module===
+
:'''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.'''
  
−
Quote Maintenance
 
−
:'''Plant drop-down list now shows the closest plants to the job site based on site GPS coordinates.'''
 
  
−
===Accounts Payable Module===
+
====Ticket Maintenance====
  
−
Handwritten Check Entry
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
−
:Do not allow entry of Check Date that is prior to Invoice Date.
 
  
−
Print Checks
 
−
:Add error message if Check Date is prior to any Invoice Date.
 
  
−
===Purchase Order Module===
+
====Ticket Printing====
  
−
P.O. Receipt Entry
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
−
:Update on-screen totals when Receive All button clicked.
 
  
−
===Payroll Module===
 
  
−
Company Summary Report
+
====Truck Demand Graph====
−
:The monthly/quaterly totals were calculating incorrectly.
 
  
−
Email Direct Deposit Stubs
+
:'''Now supports up to 10 "Demand Graph" tabs.'''
−
:Fix "too many login attempts" exception when using GMail (Google Mail.)
 
  
−
Tax Library
 
−
:'''Updated to version 2023-R8b (AR, IL, ND states.)'''
 
  
−
Workers Compensation Report
+
===Ticketing Module===
−
:Widen the "Pay" columns to print up to 9 digits to the left of the decimal.
 
  
−
===Services===
+
====End Of Day====
  
−
Device Server
+
:'''Changed "Check No." column to "Pay Class".'''
−
:Cidra Dispatch Notification Device: Log response when REST exception occurs.
 
−
:Cidra Dispatch Notification Device: Do not send empty date/time fields.
 
−
:Cidra Dispatch Notification Device: Return item status value to resolve aggregator error.
 
−
:'''HaulHub Dispatch Notification Device: Add "quantity_shipped_today" and "quantity_ordered" fields.'''
 
−
:'''Holcim Dispatch Notification Device: New device added.'''
 
  
−
Keystone REST Server (KServer)
 
−
:Windows Client Device API v2: Fix "LoadNumber" field to return the correct value for the dispatchevent endpoint.
 
  
−
==Build 4.3.11 - 6/13/2023==
+
====Order Maintenance====
  
−
===Dispatch Module===
+
:'''Add "Ext Price" column to the Products grid.'''
  
−
Mix Design Maintenance
 
−
:'''Add system option to control editability by ingredient type.'''
 
−
:Do not show Vendor Products tab when A/P is active.
 
  
−
===Payroll Module===
+
====Ticket Printing====
  
−
Tax Library
+
:'''Add CALC_TOTALPAID field (represents ticket payment amount plus credit card fee payment amount.)'''
−
:'''Updated to version 2023-R7 (ID state.)'''
 
  
−
===Services===
 
  
−
Device Server
+
====Tickets Maintenance====
−
:Fix issue where scale would always read as "oCAP" when not using the EOLHEX device parameter (introduced in 4.3.9.5.)
 
  
−
Keystone REST Server (KServer)
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
−
:'''Add SQLite database support.'''
 
  
−
==Build 4.3.10 - 6/2/2023==
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Print Invoices<BR>
+
====Base Product Maintenance====
−
Reprint Invoices
+
 
−
:'''When including e-ticket images, a new capability has been added to print all pages of the e-ticket document instead of just the first page. Please contact support if you need this.'''
+
:'''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.
  
−
===Dispatch Module===
 
  
−
End of Day
+
====Credit Review Report====
−
:Only allow entry of an ending value for Ticket Date.
+
 
 +
:'''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.
  
−
Mix Design Maintenance
 
−
:'''New option added to the Dispatch File Maintenance menu which allows editing of mix designs.'''
 
  
−
Ticket Printing
+
====Invoice Register (Month End)====
−
:'''Allow security control of fields/buttons on ticket stub screen.'''
 
−
:'''Add new conditional fields for product types.'''
 
  
−
===Ticketing Module===
+
:'''Add user checkbox to include the Email Status on the report.'''
  
−
End of Day
 
−
:Only allow entry of an ending value for Ticket Date.
 
  
−
Ticket Printing
+
====Open Ticket Stack====
−
:'''Allow security control of fields/buttons on ticket stub screen.'''
 
−
:'''Add new conditional fields for product types.'''
 
  
−
===Quote Module===
+
:'''Add Pay Class and Fee Paid as optional fields.'''
  
−
Quote Maintenance
 
−
:Fix "Book Job" and "Rebook Job" to copy all three Tax Code fields (previously just copied the first one.)
 
  
−
===Payroll Module===
+
====Payment Processor Remittance====
  
−
SUTA E-File Export
+
:'''New option added to the A/R Month End menu.'''
−
:'''Updated export format for WA state for 2023.'''
 
  
−
Tax Library
 
−
:'''Updated to version 2023-R6 (UT state.)'''
 
  
−
===Purchase Order Module===
+
====Physical Inventory Entry====
  
−
P.O. Receipt Entry
+
:'''Add "Ticket No." column to product grid.'''
−
:Fix warning "P.O. Number is required" when trying to save the P.O. receipt.
 
  
−
===General===
 
  
−
Company Database
+
====Print Invoices====
−
:Fix ARP_TICKETS procedure to ignore sales history tickets for voided/reversal invoices.
 
  
−
NTEP Certification
+
:'''Add "Billing Plant Id" selection.'''
−
:'''NTEP certification number now shown on startup screen and system information dialog.'''
 
−
:'''Scale weights are now NTEP compliant (lowercase unit of measure, show weight as received from scale.)'''
 
  
−
===Services===
 
  
−
Device Aggregator
+
====Sales Tax Report (Month End)====
−
:Fix issue when applying device map changes involving multiple companies, where one company has applied its database upgrade but the other(s) have not.
 
  
−
Device Server
+
:Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.
−
:Scale devices: Improve handling where EOLHEX is specified.
 
−
:'''Scale devices: Add support for "over-capacity" indicator.'''
 
−
:Dispatch Event devices: Fix potential memory leak after processing commands.
 
−
:'''Added new HaulHub Dispatch Event device.'''
 
−
:'''Added new Cidra Smarthatch Dispatch Event device.'''
 
−
:Fix memory leak for most devices when a failure occurs while opening the communication link.
 
  
−
Keystone REST Server (KServer)
 
−
:Windows Client Device API v2: Modify "dispatchevent" endpoint to properly handle null/empty Truck GPS Unit Id.
 
−
:Windows Client Device API v2: Modify "dispatchevent" endpoint to support HaulHub dispatch event notifications.
 
  
−
==Build 4.3.9 - 4/21/2023==
+
====Open Ticket Stack====
  
−
===Dispatch Module===
+
====Ticket Maintenance====
  
−
Order Maintenance
+
:'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.'''
−
:Fix issue where you could the DELETE key would delete system generated order events.
 
  
−
Schedule
 
−
:Fix issue when doing Quick Order AFTER using View Order it will come up as View Order instead of Order Maintenance.
 
  
−
Truck Demand Graph
+
====Print Invoices====
−
:Fix "Resource not found" exception when using the Planning function.
 
  
−
===Accounts Receivable Module===
+
====Re-Print Invoices====
  
−
Aged Trial Balance
+
:'''Allow printing an unlimited number of TS_TICKET_NO_LIST lines on the form (limited only by form length.)'''
−
:'''Add customer email field to report when using Summary or Detail report type.'''
 
  
−
Customer Sales by Product Report
 
−
:Change Customer Class and Plant selection to checklist box.
 
  
−
Print Dunning Letters
+
====Handwritten Invoice Entry====
−
:'''Add Credit Terms Class selection.'''
 
  
−
Product Maintenance
+
====Ticket Inquiry====
−
:Show "Taxable" field heading when using multiple tax codes.
 
  
−
Sales Tax Report
+
====Ticket Maintenance====
−
:'''Add Tax Method selection (allows separation of tax localities based on gross sales from tax localities based on qty sold.)'''
 
  
−
Truck List
+
:'''Add Pay Class and Fee Paid fields to Payments tab.'''
−
:Fix "Truck Class" dropdown not showing any data.
 
  
−
Void Invoice
 
−
:Fix reversing G/L transaction to always have 'S' for transaction type.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Import Invoices
+
====Vendors Maintenance====
−
:'''New option added to A/P Invoicing/Checks menu.'''
+
 
−
:Eliminate blank error dialog when there are no import errors.
+
:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''
  
−
===Purchase Order Module===
 
  
−
P.O. Receipt Maintenance
+
===Cash Management Module===
−
:Do not allow entry of a receipt without a P.O. Number.
 
  
−
===Payroll Module===
+
====Statement Reconciliation====
  
−
Tax Library
+
: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.)
−
:'''Updated to version 2023-R5 (MI, WV states.)'''
 
  
−
===Cash Management Module===
+
:Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.
  
−
Transaction Entry
 
−
:Fix so batch cannot be posted if any transaction dates are in invalid periods.
 
  
 
===General===
 
===General===
  
−
System Menu
+
====Company Database====
−
:'''Add new dialog box prior to displaying the Product Activation dialog with descriptive error message.'''
+
 
 +
: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===
 
===Services===
  
−
Device Server
+
====Application Server====
−
:For HaulHub batch weight notification device, send "supplier" field as company name.
 
  
−
Keystone REST Server (KServer)
+
:'''Add warning for C/M transaction data errors related to online payments when upgrading the company database.'''
−
:'''Driver API: Add "cod" field to truckticketinfo endpoint.'''
 
−
:Online Customer Portal API: Fix ContactLookup endpoint to treat email parameter case insensitively.
 
−
:Windows Client A/R Report API: Fix ARTruckList endpoint to fix "Truck Class" dropdown not showing any data.
 
  
−
==Build 4.3.8 - 3/3/2023==
 
  
−
===Dispatch Module===
+
====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.'''
 +
 
  
−
Order Maintenance
+
====Keystone REST Server (KServer)====
−
:'''Add "% Super Plas" (super-plasticizer) field.'''
 
  
−
Re-Print E-Ticket Documents
+
:'''Added maximum simultaneous request limiting by SessionId. Defaults are built-in which can be overridden in the configuration file.'''
−
:'''New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.'''
 
  
−
Schedule
 
−
:Fix plant demand graph to include the dispatch time when generating the graph.
 
−
:Fix the double "View Order" buttons on the order popup menu when the user does not have permission to edit orders.
 
−
:Fix issue when entering a Quick Order where if you hover the mouse over the products grid and use the mouse scroll wheel (before entering the Customer Id/Order Id) you would not be able to complete the order.
 
−
:Fix issue where "View Order" allowed products to be deleted from the order.
 
−
:'''Display driver/truck license expiration warnings on ticket stub screen.'''
 
  
−
Truck Demand Graph
+
====KServer Dispatch API v2====
−
:'''All backend processing has been moved to the Keystone REST Server.'''
 
−
:Use current date and time when displaying the graph for today.
 
  
−
===Accounts Receivable Module===
+
====KServer Keystone Online Customer Portal API====
  
−
Print Dunning Letters
+
:Fix vehicle heading and speed fields (should be integers) in "LoadGpsLocation" and "ScheduleOrderLoads" endpoints.
−
:'''Add Customer Credit Status selection.'''
 
  
−
Product Maintenance
+
==Release 5.3.2.0 - 7/10/2026==
−
:'''Show Last Produced Date and Last Sale Date on Inventory tab.'''
 
  
−
Quick Ticket Entry
+
===Dispatch Module===
−
:Fix product dropdown list not being populated when a customer is entered without a job.
 
  
−
Re-Print A/R Documents
+
====Void Tickets====
−
:'''New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.'''
 
  
−
===Inventory Module===
+
:Fix EAccessViolation exception when attempting to void a ticket (introduced in 5.2.8.9.)
  
−
Production Receipts
 
−
:Update Last Produced Date field for top-level product.
 
  
 
===Quote Module===
 
===Quote Module===
  
−
Quote Maintenance
+
====Quote Maintenance====
−
:'''Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.'''
 
  
−
===Payroll Module===
+
:UI Issue: Widened Quote Id column to show the entire Quote Id.
  
−
Employee Maintenance
 
−
:'''Add validation for Social Security Number as per SSA rules.'''
 
−
 
−
Tax Library
 
−
:'''Updated to version 2023-R3.'''
 
  
 
===General===
 
===General===
  
−
Email Forms Options<BR>
+
====Windows Client====
−
Forms Reports
 
−
:Fix to select the proper form when two forms are available but the first one is marked inactive.
 
−
:'''The form dropdown list will now include the new Description field added to Form Maintenance.'''
 
  
−
Form Maintenance
+
: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.
−
:'''Add Description field.'''
 
  
−
Windows Client
 
−
:Fix issue where the width of a tab that is showing a bold caption would be too narrow and would clip off the end of the caption.
 
−
:'''Add "West Virginia" to DOT State dropdown list.'''
 
  
 
===Services===
 
===Services===
  
−
Device Server
+
====Device Aggregator====
−
:'''Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.'''
+
 
−
:'''When sending tickets to ULINK batch control, send order "% Super Plas" field as ULINK fields #87 and #94.'''
+
:Fix issue where the ticket date was not being used as the Load Date (introduced in 5.3.0.3.)
−
:'''Add "WV" to list of supported states for HaulHub batch weight notification device.'''
+
 
 +
:Fix issue when determining ticket Batch End Date/Time while retrieving batch weights more than 2 hours after the batch started.
  
−
Keystone REST Server (KServer)
 
−
:'''Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.'''
 
−
:Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.
 
−
:Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.
 
−
:Driver API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
 
−
:GPS API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
 
−
:'''Windows Client A/R Report API: Add ARDocumentList endpoint.'''
 
−
:'''Windows Client Dispatch API v2: Add new endpoints for truck demand graph.'''
 
−
:'''Windows Client Dispatch Lookup API: Add new endpoints for truck demand graph.'''
 
−
:Windows Client Document Imaging API: Fix rdmDoDocIdx/cdsDocIdx_LinkType endpoint to return all document types when DOC_TYPE parameter is not specified.
 
  
−
==Build 4.3.7 - 1/27/2023==
+
====KServer Windows Client Device API v2====
  
−
===Accounts Payable Module===
+
: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.
  
−
A/P Federal & State 1099 Export
+
:'''Add F4 search to "Product Base" field.'''
−
:'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)'''
 
  
−
===Payroll Module===
 
  
−
Tax Library
+
====Order Maintenance====
−
:'''Updated to version 2023-R2a.'''
 
  
−
===General===
+
:Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)
  
−
DataScope
 
−
Query Export
 
−
:'''Queries created by the logged in user will always appear on the query list.'''
 
−
:'''Add "Created By" column to the query list.'''
 
−
:Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
 
  
−
System Menu
+
===Ticketing Module===
−
:Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.
 
  
−
===Services===
+
====On Hand Inquiry====
  
−
Device Server
+
:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
−
:Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)
+
:UI Issue: Fix "Product Base" label so it isn't cutoff.
  
−
Keystone REST Server (KServer)
+
:'''Add F4 search to "Product Base" field.'''
−
:Change method of determining database cache versions to improve performance.
 
  
−
==Build 4.3.6 - 1/24/2023==
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Customer Maintenance
+
====Products Maintenance====
−
:Fix exception "EDBClient Data is read only" when attempting to delete a customer.
+
 
 +
: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)====
  
−
Job Price List
+
:Fix issue where the Bank Deposit would (sometimes) not be included in the A/R Cash Posting Register (introduced in 4.7.)
−
:'''Add ability to print customer terms description on form (contact support if you need this.)'''
 
  
−
Product List
 
−
:Print correct U/M when listing product components.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Reprint Checks
+
====Check Register (Month End)====
−
:'''Add Vendor Sequence Code option to report sequence.'''
+
 
 +
:'''Add "Session No." sequence option.'''
  
−
===Payroll Module===
 
  
−
Calculate Payroll
+
====Check Register====
−
:Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
 
  
−
Company Summary Report
+
====Check Register (Month End)====
−
:Fix totals for Social Security Gross not matching other payroll summary reports.
+
 
 +
: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.
  
−
Setup Tax Codes
 
−
:'''Add drop-down list to Tax Library Id field.'''
 
−
:'''Add hint messages for local taxes.'''
 
  
 
===General===
 
===General===
  
−
Windows Client
+
====Company Database====
−
:'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
+
 
−
:Reduce CPU usage of common logging module.
+
:'''Updated to version 28.06.'''
−
:Fix issue introduced in 4.2.6.27 when refreshing client cache.
+
 
 +
 
 +
====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===
 
===Services===
  
−
Application Server
+
====Application Server====
−
Device Aggregator
+
 
−
Device Server
+
:When voiding an A/R invoice, use the same Event Link value when reopening the tickets that were in the original tickets.
−
Keystone REST Server (KServer)
+
 
−
:Reduce CPU usage of common logging module.
+
 
−
:Improve thread-safety of region-based functions.
+
====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.'''
 +
 
  
−
Device Server
+
====KServer External AICrete API v1.1====
−
:Reduce CPU usage for scales that can be read a line at a time.
 
−
:Fix scale reading issue when server is stopped/started.
 
  
−
Keystone REST Server (KServer)
+
:'''New AICrete API which uses Keystone Relay.'''
−
:'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
 
  
−
==Build 4.3.5 - 1/13/2023==
 
  
−
===Accounts Receivable Module===
+
====KServer Keystone Online GPS API====
  
−
Job Price Maintenance
+
:'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.'''
−
:Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
 
  
−
===Dispatch Module===
 
  
−
Schedule
+
====Keystone REST Server (KServer)====
−
:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
 
  
−
===Payroll Module===
+
:'''Add ability to send GPS status information to the Device Aggregator.'''
  
−
Calculate Payroll
 
−
:Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
 
  
−
===Services===
+
====KServer External AICrete API====
  
−
Device Aggregator
+
====KServer External AICrete API v1.1====
−
:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
 
  
−
Keystone REST Server (KServer)
+
:Modify "tickets" endpoint to ignore sales history tickets that are attached to void/reversal invoices.
−
:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
 
  
−
==Build 4.3.4 - 1/9/2023==
+
==Release 5.3.0.0 - 6/17/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
====Driver Call-In Report====
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
 
−
:Improve performance of contact query.
+
:'''Add "Customer Name" to the report.'''
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
+
 
 +
 
 +
====Email Orders====
 +
 
 +
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
  
−
Ticket Printing
+
:'''Add "Cutoff Date" when selecting orders by customer. '''
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+
:'''Show "Delv Date" on the order grid.'''
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
===Ticketing Module===
 
  
−
Order Maintenance
+
====On Hand Inquiry====
−
:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
 
−
:Improve performance of contact query.
 
  
−
Ticket Printing
+
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
−
:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
 
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
−
:When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
 
  
−
===Accounts Receivable Module===
 
  
−
Customer Maintenance
+
====Order Maintenance====
−
:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
 
  
−
Job Price 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.
−
:Improve performance of contact query.
 
  
−
Setup Pending Prices
+
: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.
−
:Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
 
−
:Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
 
−
:'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
 
−
:'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
 
  
−
Ticket Maintenance
+
:'''Add an order event when the "Reprice" function is used.'''
−
:Eliminate unnecessary re-querying of plant, job price and zone data.
 
  
−
===Inventory Module===
+
:'''Add "Sales Territory" field.'''
  
−
Purchase Receipts
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
 
  
−
===Quote Module===
 
  
−
Quote Maintenance
+
====Schedule====
−
:Improve performance of contact query.
 
  
−
===Accounts Payable Module===
+
:'''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.'''
  
−
Handwritten Check Entry
+
:'''Orders where there are no more loads remaining to be shipped will now sort to the bottom of the list.'''
−
:For non-vouchered invoices, link P.O. receipts and generate product transactions.
 
  
−
===Payroll Module===
+
:'''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.'''
  
−
Print 941 Schedule B
+
:'''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.'''
−
:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
 
  
−
Print W-3 Form
+
: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.
−
:'''Updated for 2022 (no changes from 2021.)'''
 
  
−
Tax Library
+
:Fix issue where the GPS indicator would show for a truck on a load when the last GPS coordinates were recorded as (0,0).
−
:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
 
  
−
===General===
+
:'''Add "Customer Rating" as optional field on the schedule grid.'''
  
−
File Maintenance
 
−
:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
 
  
−
===Services===
+
====Ticket Printing====
  
−
Keystone REST Server (KServer)
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
−
:Fix memory leaks when running SELECT query while processing a PUT/POST method.
 
−
:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
 
−
:Driver API: Optimize Contacts query in notifyordercomplete endpoint.
 
−
:Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
 
−
:Quote API: Optimize Contacts query in Quote endpoint.
 
−
:Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
 
−
:Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
 
−
:Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
 
−
:Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
 
−
:Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
 
  
−
==Build 4.3.3 - 12/27/2022==
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
===Payroll Module===
+
:Fix incorrect inactive product warning when editing/posting the ticket and one or more products are not listed on the job.
  
−
Tax Library
+
:'''Add "Sales Territory" field.'''
−
:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
 
  
−
===General===
 
  
−
Windows Client
+
====Truck Demand Graph====
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
 
  
−
===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.'''
  
−
Keystone REST Server (KServer)
 
−
:Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
 
−
:'''Add "Condition" property to AutoRun section of endpoint.'''
 
−
:Version API: Add endpoint condition for "logquerystats" endpoint.
 
−
:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
 
  
−
==Build 4.3.2 - 12/21/2022==
+
====Order Maintenance====
  
−
===Dispatch Module===
+
====Ticket Printing====
  
−
Order Maintenance
+
:'''Add "Batch Operator Message" which will be sent to ULINK batch controls (field #81).'''
−
:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
 
  
−
Print Orders
+
:'''Add "Bill As Plant" field.'''
−
:'''Add ability to print Zone Description the form.'''
 
  
−
Schedule
 
−
:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Print Orders
+
====On Hand Inquiry====
−
:'''Add ability to print Zone Description the form.'''
+
 
 +
:'''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.'''
  
−
Weigh Truck
 
−
:Force Truck Number to uppercase when adding a new truck on the fly.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Inquiry
+
====A/R Inquiry====
−
Cash Posting
+
 
−
:Use "CASH" (uppercase) when the check number for a payment is blank.
+
:'''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.'''
 +
 
  
−
Apply Service Charges
+
====Drivers Maintenance====
−
:Force A/R GL to uppercase when adding a new one on the fly.
 
−
:Force Svc Chg GL to uppercase when adding a new one on the fly.
 
−
:Force Exempt Code to uppercase when adding a new one on the fly.
 
  
−
Open Ticket Stack
+
:'''Add "Start Date" field.'''
−
:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
 
−
:The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
 
−
:Fix inability to change Tax Code after using F9 Edit Ticket.
 
  
−
Plant Maintenance
 
−
:Force Sys Loc to uppercase when adding a new one on the fly.
 
−
:Force Ship Group to uppercase when adding a new one on the fly.
 
  
−
Product Maintenance
+
====Email Invoices====
−
:Force Tax Code to uppercase when adding a new one on the fly.
 
  
−
Void Invoice
+
:'''The "Email BCC" field on the Setup tab will now be remembered from run to run.'''
−
:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
 
  
−
===Inventory Module===
 
  
−
Inventory Reconciliation
+
====Invoiced Tickets List (Month End)====
−
:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
 
  
−
===Accounts Payable Module===
+
:'''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.'''
  
−
Print Checks
+
:'''Add "Description" column to the Auto Products grid.'''
−
:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
 
  
−
Vendor Maintenance
+
:'''Add "Sales Territory" field.'''
−
:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
 
  
−
===Cash Management Module===
+
:'''Add field change event for the C.O.D. field.'''
  
−
Statement Reconciliation
 
−
:When a transaction is cleared, set the Clear Date to the reconciliation target date.
 
  
−
===Payroll Module===
+
====Open Ticket Stack====
  
−
Setup Company
+
:'''Add "Bill As Plant" as an optional grid field.'''
−
:Force State Code to uppercase when adding a new one on the fly.
 
  
−
Tax Library
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
−
:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
 
  
−
Timecard Maintenance
 
−
:Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
 
  
−
===Job Cost Module===
+
====Print Invoices====
  
−
Job Maintenance
+
:'''Add "Posted" indication in session log when invoices are posted.'''
−
:Force Job Group to uppercase when adding a new one on the fly.
 
  
−
Trx Type Maintenance
+
:'''When separating invoices by division, use the plant from the "Bill As Plant" ticket field (if specified) to determine the division.'''
−
:Force Unit of Measure to uppercase when adding a new one on the fly.
 
  
−
===General===
 
  
−
Keystone Setup
+
====Sales Territories List====
−
:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
 
  
−
System Menu
+
:'''New option added to the A/R File List menu.'''
−
:Fix so Query and Location datasets are cached on the client.
 
−
:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
 
  
−
Windows Client
 
−
:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
 
  
−
===Services===
+
====Sales Territories Maintenance====
  
−
Application Server
+
:'''New option added to the A/R File Maintenance menu.'''
−
:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
 
  
−
Device Aggregator
 
−
:Fix "Test Link" function crashing the client thread.
 
  
−
Keystone REST Server (KServer)
+
====Salespeople Maintenance====
−
:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
 
  
−
==Build 4.3.1 - 11/27/2022==
+
:'''Add sales territory grid.'''
  
−
===Accounts Payable Module===
 
  
−
Federal & State 1099 Export
+
====Voided Tickets Report====
−
:'''Updated for tax year 2022.'''
 
−
:'''Remove IA_BEN payer element (not required for 2022.)'''
 
−
:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
 
−
:'''Add Vendor Id selection.'''
 
  
−
Print 1099 Forms
+
:The Ticket Number will now properly show all 7 digits on the report.
−
:'''Updated for tax year 2022.'''
 
−
:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
 
  
−
===Payroll Module===
 
  
−
ACA 1094/1095 Export
+
====A/R Inquiry====
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Federal & State W-2 Export
+
====Cash Posting====
−
:'''Updated for tax year 2022 (no changes.)'''
 
−
:'''Add Employee Id selection.'''
 
  
−
Print W-2 Forms
+
:'''Add "Unit Disc" field to Ticket History grid.'''
−
:'''Updated for tax year 2022 (no changes.)'''
 
  
−
===Cash Management Module===
 
  
−
Statement Reconciliation
+
====A/R Inquiry====
−
:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
 
  
−
==Build 4.3 - 11/18/2022==
+
====Cash Posting====
  
−
===Dispatch Module===
+
====Job Prices Maintenance====
  
−
Order Maintenance
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Event Date/Time" on the Events tab.
 
  
−
Schedule
 
−
:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
 
−
:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
 
  
−
Ticket Printing
+
====Cash Posting Register====
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
−
===Ticketing Module===
+
====Cash Posting Register (Month End)====
  
−
Order Maintenance
+
:The Bank Deposit now correctly reflects the Credit Card Fee charge amount.
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Ticket Printing
 
−
:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 
  
−
===Accounts Receivable Module===
+
====Comparative Customer Sales====
  
−
A/R Inquiry<BR>
+
====Customer Sales History====
−
Cash Posting
 
−
:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
 
  
−
Customer Price Maintenance
+
====Customer Sales by Job====
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Customer Maintenance
+
====Customer Sales by Product====
−
:Improve performance of product lookup.
 
−
:Remove DOT tab (obsolete.)
 
  
−
Delivery Truck Log
+
====Daily Plant Sales====
−
:Do not include sales history from voided/reversal invoices.
 
  
−
Group Price Maintenance
+
====Product Sales====
−
:Improve performance of product lookup.
 
−
:Widened "Last Changed" grid column.
 
  
−
Job Price Maintenance
+
====Product Sales History====
−
:Improve performance of product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
 
−
:Widened "Last Changed" grid column.
 
−
:Zone and Product lookups to are now loaded only when the dropdown is clicked.
 
−
:'''Add state DOT field hint messages.'''
 
−
:Remove "Project Id" on DOT tab (obsolete.)
 
−
:Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
 
−
:The setup parent job dialog will no longer load the lookup list of all jobs when shown.
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
 
−
:Limit Job Id field to 18 characters when copying a job.
 
  
−
Open Ticket Stack
+
====Product Sales by Customer====
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Plant Maintenance
+
====Summary Sales====
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:Remove "Plant Identifier" on DOT tab (obsolete.)
 
−
:'''Add state DOT field hint messages.'''
 
−
:When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
 
−
:When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
 
  
−
Product Maintenance
+
:'''Add "Sales Territory" selection.'''
−
:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
 
−
:'''Add state DOT field hint messages.'''
 
  
−
Quick Ticket Entry
 
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
  
−
Sales Tax Rate Maintenance
+
====Driver Report====
−
:'''Add splitter control to adjust heights of locality/rate grids.'''
 
−
:Increase default height of tax locality rate grid.
 
−
:Do not delete tax locality when tax locality structure record deleted.
 
  
−
Ticket Maintenance
+
====Driver Report (Month End)====
−
:Improve performance of quoted job product lookup.
 
−
:Improve performance of job lookup by loading jobs for current customer only.
 
−
:Widened "Load Date/Time" column on the Batch Weights tab.
 
−
:Widened dispatch times on the Times/Email tab.
 
−
:Fix issue where scale weight popup would not appear in certain cases.
 
  
−
Truck Maintenance
+
:'''Add "Driver Name" to the report.'''
−
:Remove DOT tab (obsolete.)
 
  
−
Unit of Measure Maintenance
 
−
:'''Add state DOT field hint messages.'''
 
  
−
===Inventory Module===
+
====Print Invoices====
  
−
Enter Inventory Balances<BR>
+
====Re-Print Invoices====
−
Misc. Inv. Transactions<BR>
 
−
Physical Inventory Entry<BR>
 
−
Production Receipts<BR>
 
−
Purchase Receipts
 
−
:Improve performance of stocked product lookup.
 
  
−
Inventory Reconciliation
+
:'''When printing the product summary, list the mix product first.'''
−
:Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
 
  
−
Inventory Transfers
 
−
:Improve performance of stocked product lookup.
 
−
:'''Add F4 search capability to Transfer In product.'''
 
  
 
===Quote Module===
 
===Quote Module===
  
−
Quote Maintenance
+
====Quote Maintenance====
−
:'''Add state DOT field hint messages.'''
+
 
−
:Improve performance of product lookup.
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
−
:Improve performance of quote lookup by loading quotes for current prospect only.
+
 
−
:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
+
:'''Add the following quote total calculations: Total Profit, Total CY and Average sale price of Quote (Subtotal / Total Yards.)'''
−
:Widened "Last Changed" products grid column.
+
 
−
:'''Add F4 search to Plant Id and Usage Type fields.'''
+
:'''Add "margin warning" to Cost Estimator.'''
−
:Do not load list of all jobs at startup.
+
 
−
:'''Add ability to add/edit Usage Class on the fly.'''
+
:'''Add "Default Tkt/Ord Products" system option.'''
−
:Limit Quote Id field to 18 characters when copying a quote.
+
 
 +
:'''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===
 
===Accounts Payable Module===
  
−
Handwritten Check Entry
+
====Email ACH Stubs====
−
:When posting the batch, write check number to G/L transaction table.
+
 
 +
: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.'''
  
−
Import Invoices
 
−
:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
 
  
−
Print Checks
+
====A/P ACH Export====
−
:Do not process void invoices with a non-zero To Pay amount.
 
  
−
Select Invoices for Payment
+
====Re-Export A/P ACH====
−
:Fix so saving changes does not update any void invoices.
+
 
 +
:'''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.)
  
−
===Cash Management Module===
 
  
−
Statement Reconciliation
+
====Print Checks====
−
:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
 
  
−
===Payroll Module===
+
====Re-Print Checks====
  
−
Employee Maintenance
+
: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".
−
:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 
  
−
Tax Library
 
−
:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
 
  
 
===Purchase Order Module===
 
===Purchase Order Module===
  
−
Purchase Order Maintenance<BR>
+
====Purchase Orders List====
−
P.O. Receipt Maintenance
+
 
−
:Improve performance of vendor product lookup.
+
: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===
 
===General===
  
−
Setup
+
====Company Database====
−
:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
 
  
−
System Menu
+
:'''Updated to version 28.02.'''
−
:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
+
 
−
:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
+
 
 +
====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.'''
  
−
Windows Client
 
−
:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
 
−
:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
 
  
 
===Services===
 
===Services===
  
−
Device Aggregator
+
====Application Server====
−
:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
+
 
 +
: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.'''
  
−
Device Server
+
:'''Add "Keystone Online" batch weight notification device.'''
−
:'''Completed implementation of the HaulHub batch weight notification device.'''
 
−
:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
 
−
:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
 
−
:Fix potential thread-safety issues.
 
−
:'''Add default root URL for Keystone Online Contact Notification device.'''
 
−
:All Keystone Online API calls now use "https" prefix by default.
 
  
−
Keystone REST Server (KServer)
+
 
−
:'''Add ability to specify conditions for actions.'''
+
====KServer External AICrete API v2====
−
:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
+
 
−
:'''Add "logquerystats" config file parameter.'''
+
:'''New API for AICrete which requires authorization header.'''
−
:Stonemont QC API: Apply field truncations when posting data to avoid errors.
+
 
−
:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
+
 
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
+
====KServer External SalesInsight API v2====
−
:'''Windows Client Quote API: New API added.'''
+
 
 +
:'''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 4.2.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

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