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 4.6.1 - 5/14/2024==
+
==Release 5.3.3.0 - 7/31/2026==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
−
Order Maintenance
+
====Cash Payment Entry====
−
:Fix missing "Advanced" button on Customer Id F4 search dialog (introduced in 4.5.6.)
 
−
:Do not show plants where the Allow Tickets box is unchecked in the Override Plant dropdown list on the Loads tab.
 
  
−
Reprint Tickets
+
:'''Add support for Pay Class and Fee Paid.'''
−
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
 
  
−
Schedule
 
−
:Do not allow loads to be cross-shipped from a plant where the Allow Tickets box is unchecked.
 
−
:Do not include orders (both on the order grid and in the schedule totals) where the order's plant does not allow tickets to be generated.
 
−
:Do not allow loads to be shipped from a plant where the Allow Tickets box is unchecked.
 
−
:Fix exception "cdsDIScheduleGrid: Field LD_LOAD_NO not found" when using the "Ship to Same Order" option on the truck popup menu (introduced in 4.6.)
 
  
−
Ticket Printing
+
====End Of Day====
−
:When printer name is changed on the Printer Setup dialog, the change will now immediately take effect.
+
 
−
:'''Add ability to configure separate forms/printers by scale device on the Printer Setup dialog.'''
+
:'''Changed "Check No." column to "Pay Class".'''
−
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
+
 
−
:Fix calculation of Order Total when the order has an automatic product that is based on Load Count and one or more loads are void.
+
 
 +
====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===
 
===Ticketing Module===
  
−
Ticket Printing
+
====End Of Day====
−
:Do not show plants where the Allow Tickets box is unchecked in the Change Plants dropdown list.
+
 
 +
:'''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===
 
===Accounts Receivable Module===
  
−
Automatic Product Maintenance
+
====Base Product Maintenance====
−
:'''Add "Copy Automatic Product" button to the product edit page.'''
+
 
−
:Fix so Cancel button on the main screen cancels changes.
+
:'''New option added to the A/R File Maintenance menu which allows editing of products for all plants at once using Base Product.'''
−
:Fix so Cancel button when adding a new automatic product cancels the add.
+
 
 +
 
 +
====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.'''
  
−
Cash Posting
 
−
:'''Add Contacts tab.'''
 
  
−
Email Statements
+
====Inventory Status Report====
−
:Fix to properly configure job, plant or division separation.
 
−
:Fix to properly update email status when plant or division separation is active.
 
−
:Generate unique PDF filename when plant or division separation is active.
 
−
:Allow blank Statement Form Id and maintain this setting from run to run.
 
−
:When separating by division, properly handle blank for "Only Division" dropdown.
 
  
−
Print Statements
+
:All quantity fields will now show four decimal places to match other inventory reports.
−
:Display the "Use Alternate Statement Form" dropdown even if there is only one active statement form.
+
 
−
:When resetting the form at Preview/Print time, always load the form after changing the form to the division-specific form (introduced in 4.6.)
+
 
−
:Fix aging, discount, finance charge and statement totals when separating by job, plant or division.
+
====Inventory Valuation Report====
−
:Fix initial form setting at start of 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.'''
  
−
Sales Tax Report
 
−
:Fix exception "Column unknown TA.TAX_AUTHORITY" when Tax Authority report selection specified.
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
Aged Trial Balance Export
+
====Vendors Maintenance====
−
:'''New option added to the A/P Data Exports menu.'''
+
 
 +
:'''Added field change events for the three fields in the ACH Account Info box on the Pay Info tab.'''
 +
 
 +
 
 +
===Cash Management Module===
  
−
===General Ledger Module===
+
====Statement Reconciliation====
  
−
Print Financial Statement Format
+
: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 exception "cdsKey: Field NRMCA_ACCOUNT not found" when the "Expand Groups and Ranges" box is checked.
 
  
−
===Payroll Module===
+
:Fix Deposit Amt on the Posting History grid so it doesn't double-add the Fee Chg amount.
  
−
Tax Library
 
−
:'''Updated to version 2024-R6.'''
 
  
 
===General===
 
===General===
  
−
Company Database
+
====Company Database====
−
:Fix cache update issue for plant table where it would not detect changes to the Allow Tickets field.
+
 
 +
:Updated to version 28.11.
 +
 
  
−
Form Reports
+
====Keystone Setup====
−
:If the active form is in the database but marked inactive, display an error message indicating that the form is inactive.
+
 
 +
:'''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.
  
−
File Maintenance
 
−
:Fix F4 search dialog to show the "Advanced" button if needed (introduced in 4.5.6.)
 
  
 
===Services===
 
===Services===
  
−
Keystone REST Server (KServer)
+
====Application Server====
−
:Windows Client Dispatch Lookup API: Modify "rdmDIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
+
 
−
:Windows Client G/L Lookup API: Modify "rdmGLAccount/cdsKey" endpoint to include NRMCA_ACCOUNT field.
+
:'''Add warning for C/M transaction data errors related to online payments when upgrading the company database.'''
−
:Windows Client Ticketing Lookup API: Modify "rdmTIPlant/cdsKey" endpoint to include ALLOW_TICKETS_FLAG field.
+
 
 +
 
 +
====KServer External AICrete API v2====
 +
 
 +
:'''Added orders endpoint.'''
 +
:'''Rolled tickets endpoints into batchresults endpoints.'''
 +
 
 +
 
 +
====KServer External Quadrel API v2====
 +
 
 +
:'''New API for Quadrel.'''
 +
 
  
−
==Build 4.6 - 5/3/2024==
+
====KServer External SalesInsight API v2====
  
−
===New Features===
+
:'''Reworked endpoints.'''
  
−
Dispatch Split Orders
+
:Fix performance issue with query in "ticketsbyjob" endpoint.
−
:'''When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)'''
 
  
−
Dispatch Orders can no longer be deleted
 
−
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''
 
  
−
Re-Send Dispatch Event Notifications
+
====KServer External SlabStack API v1====
−
:'''A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.'''
 
  
−
Sending Tickets to Batch Controls
+
:'''New API for Slabstack.'''
−
:'''A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.'''
+
 
 +
 
 +
====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===
 
===Dispatch Module===
  
−
Mix Design Maintenance
+
====Void Tickets====
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
+
 
 +
: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==
  
−
Order Maintenance
+
===Dispatch Module===
−
:'''Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.'''
 
−
:'''Do not allow orders to be deleted.'''
 
−
:'''Require reason when the order status is changed to "Cancelled".'''
 
−
:'''Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.'''
 
−
:'''Add shading to non-editable fields on Loads grid.'''
 
−
:'''Add ability to override a load's scheduled plant.'''
 
−
:'''Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.'''
 
−
:'''Add support for Split Orders (see New Features above.)'''
 
−
:'''When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)'''
 
−
:'''Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.'''
 
  
−
Order Maintenance<BR>
+
====On Hand Inquiry====
−
Ticket Maintenance
 
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
 
  
−
Order Maintenance<BR>
+
:Fix "EVariantTypeCastError" when the value in the Product Base field is cleared all at once.
−
Ticket Printing
+
:UI Issue: Fix "Product Base" label so it isn't cutoff.
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
 
  
−
Schedule
+
:'''Add F4 search to "Product Base" field.'''
−
:'''Add order event for Swap Truck.'''
 
−
:'''Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.'''
 
−
:'''Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.'''
 
−
:'''Add hover hint on truck status to show batch control error message.'''
 
−
:'''Set WillCall Release Time field when a W/C order is shipped.'''
 
−
:'''Truck grids now sort on plant and truck number by default.'''
 
−
:'''Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)'''
 
−
:After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.
 
  
−
Schedule<BR>
 
−
Ticket Maintenance<BR>
 
−
Ticket Printing<BR>
 
−
Ticket Stack<BR>
 
−
Weigh Truck
 
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
  
−
Ticket Maintenance
+
====Order Maintenance====
−
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
 
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
 
  
−
Ticket Maintenance<BR>
+
:Fixed incorrect tab order when tabbing out of Zone field (introduced in 5.3.)
−
Ticket Stack
 
−
:'''Allow editing of the HOLD field.'''
 
  
−
Ticket Printing
 
−
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
 
−
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
 
−
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
 
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
 
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Order Maintenance<BR>
+
====On Hand Inquiry====
−
Ticket Maintenance
+
 
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
+
: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.'''
 +
 
  
−
Order Maintenance<BR>
+
====Email Orders====
−
Ticket Printing
 
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
 
  
−
Order Stack
+
:Fix issue where the option takes a very long time to start (introduced in 5.2.3.2.)
−
:'''Add order CUSTOM_1 field as an optional grid field.'''
 
  
−
Order Stack<BR>
+
:'''Add "Cutoff Date" when selecting orders by customer. '''
−
Ticket Maintenance<BR>
+
:'''Show "Delv Date" on the order grid.'''
−
Ticket Printing<BR>
 
−
Ticket Stack<BR>
 
−
Weigh Truck
 
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
  
−
Order Stack<BR>
 
−
Ticket Printing
 
−
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
 
  
−
Ticket Maintenance
+
====On Hand Inquiry====
−
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
 
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
 
  
−
Ticket Maintenance<BR>
+
:'''New option added to the Dispatch menu which allows you to view a product's On Hand quantity for all plants at once.'''
−
Ticket Stack
+
 
−
:'''Allow editing of the HOLD field.'''
+
 
 +
====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.'''
  
−
Ticket Printing
 
−
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
 
−
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
 
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Job Price Maintenance
+
====A/R Inquiry====
−
:Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
+
 
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
+
:'''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.'''
  
−
Open Ticket Stack<BR>
+
:'''Add "Default Tkt/Ord Products" system option.'''
−
Ticket Maintenance<BR>
 
−
Truck Maintenance
 
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
  
−
Plant Maintenance
+
:'''Add "Sales Territory" field.'''
−
:'''Add Events tab.'''
 
−
:'''Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.'''
 
−
:'''Add "Allow Tickets" checkbox.'''
 
−
:Require access code to activate an inactive plant.
 
−
:Require access code to change Allow Tickets from unchecked to checked.
 
  
−
Print Invoices
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
−
:Fix invoice separation by division.
 
  
−
Print Statements
 
−
:'''Add options to properly separate by job, plant, division.'''
 
−
:'''Save the selections in the Division/Plant/Job dropdowns from run to run.'''
 
−
:Eliminate Customer/Job report sequence option.
 
  
−
Product Maintenance
+
====Prospect Maintenance====
−
:'''Add field change events for the Tax Code fields.'''
 
−
:'''Auto-fill Base Product and Plant fields when adding a new product.'''
 
−
:Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
 
−
:Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
 
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
 
  
−
Sales Tax Report
+
====Quote Maintenance====
−
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''
 
  
−
Ticket Maintenance
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
 
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
 
  
−
Truck Maintenance
 
−
:'''Add "Description" field.'''
 
  
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Inquiry
+
====Email ACH Stubs====
−
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''
+
 
 +
: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====
  
−
Print Checks<BR>
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
−
Re-Print Checks<BR>
 
−
Vendor List<BR>
 
−
Vendor Maintenance<BR>
 
−
Void Checks<BR>
 
−
Void Invoices
 
−
:'''Add "Country" field.'''
 
  
−
===Payroll Module===
 
  
−
Tax Library
+
===Cash Management Module===
−
:'''Updated to version 2024-R5 (VA state.)'''
+
 
 +
====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===
  
−
Form Maintenance
+
====Company Database====
−
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
+
 
 +
:'''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.'''
  
−
Form Reports
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
−
:Do not use forms in the company database that are marked Inactive.
 
−
:'''Allow special Unicode characters when printing text on forms.'''
 
  
−
Windows Client
 
−
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
 
−
:'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
 
−
:File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
 
−
:File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.
 
  
 
===Services===
 
===Services===
  
−
Application Server
+
====Application Server====
−
:Disable KServer access to database being upgraded during upgrade process.
+
 
 +
: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.'''
  
−
Device Server
 
−
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
 
−
:Do not truncate any product code fields for batch protocols.
 
−
:Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
 
−
:'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''
 
  
−
Keystone REST Server (KServer)
+
====KServer Windows Client Device API v2====
−
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
+
 
−
:Prevent new requests from connecting to database being restored or upgraded.
+
:Modify VehicleStatusUpdate query in DispatchEvent endpoint to exclude tickets for void/reversed invoices.
−
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
+
 
−
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
+
:'''Modify TicketRecipients query in DispatchEvent endpoint to include Email/SMS to job notification contacts.'''
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
+
 
−
:'''Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.'''
+
 
−
:Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
+
====Keystone REST Server (KServer)====
−
:Stonemont QC API: Set "decodestrings" option to "html" at the map level.
+
 
−
:'''Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.'''
+
:Modify PPTranslateCardConnectCapture method to round the calculated invoice fee amount to 2 decimal places, and to handle rounding errors on the last invoice processed.
−
:'''Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.'''
 
−
:'''Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.'''
 
−
:'''Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 
−
:Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
 
−
:'''Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 
−
:'''Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
 
−
:'''Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.'''
 
−
:'''Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.'''
 
  
 
----
 
----
 +
 +
[[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 4.5.x]]

Latest revision as of 13:59, 2 August 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.3.3.0 - 7/31/2026

Dispatch Module

Cash Payment Entry

Add support for Pay Class and Fee Paid.


End Of Day

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


Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.


Order Maintenance

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


Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Ticket Printing

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


Truck Demand Graph

Now supports up to 10 "Demand Graph" tabs.


Ticketing Module

End Of Day

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


Order Maintenance

Add "Ext Price" column to the Products grid.


Ticket Printing

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


Tickets Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Accounts Receivable Module

Base Product Maintenance

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


Credit Limit Report

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


Credit Review Report

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


Customers List

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


Inventory Batch List

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


Inventory Status Report

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


Inventory Valuation Report

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


Invoice Register (Month End)

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


Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.


Payment Processor Remittance

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


Physical Inventory Entry

Add "Ticket No." column to product grid.


Print Invoices

Add "Billing Plant Id" selection.


Sales Tax Report (Month End)

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


Open Ticket Stack

Ticket Maintenance

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


Print Invoices

Re-Print Invoices

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


Handwritten Invoice Entry

Ticket Inquiry

Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Accounts Payable Module

Vendors Maintenance

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


Cash Management Module

Statement Reconciliation

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


General

Company Database

Updated to version 28.11.


Keystone Setup

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


Reports

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


Services

Application Server

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


KServer External AICrete API v2

Added orders endpoint.
Rolled tickets endpoints into batchresults endpoints.


KServer External Quadrel API v2

New API for Quadrel.


KServer External SalesInsight API v2

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


KServer External SlabStack API v1

New API for Slabstack.


KServer Keystone Online Back Office API

Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.


KServer Windows Client A/R API

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


Keystone REST Server (KServer)

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


KServer Dispatch API v2

KServer Keystone Online Customer Portal API

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

Release 5.3.2.0 - 7/10/2026

Dispatch Module

Void Tickets

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


Quote Module

Quote Maintenance

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


General

Windows Client

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


Services

Device Aggregator

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


KServer Windows Client Device API v2

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


Keystone REST Server (KServer)

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

Release 5.3.1.0 - 7/2/2026

Dispatch Module

On Hand Inquiry

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


Order Maintenance

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


Ticketing Module

On Hand Inquiry

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


Accounts Receivable Module

Products Maintenance

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


Sales Tax Report (Month End)

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


Void Invoice

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


Cash Posting Register

Cash Posting Register (Month End)

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


Accounts Payable Module

Check Register (Month End)

Add "Session No." sequence option.


Check Register

Check Register (Month End)

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


General

Company Database

Updated to version 28.06.


Windows Client

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


Services

Application Server

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


Device Aggregator

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


Device Server

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


KServer External AICrete API v1.1

New AICrete API which uses Keystone Relay.


KServer Keystone Online GPS API

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


Keystone REST Server (KServer)

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


KServer External AICrete API

KServer External AICrete API v1.1

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

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

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


On Hand Inquiry

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


Order Maintenance

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


Schedule

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


Ticket Printing

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


Truck Demand Graph

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


Order Maintenance

Ticket Printing

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


Ticketing Module

On Hand Inquiry

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


Order Maintenance

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


Order Stack

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


Ticket Printing

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


Accounts Receivable Module

A/R Inquiry

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


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

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


Divisions Maintenance

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


Drivers Maintenance

Add "Start Date" field.


Email Invoices

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


Invoiced Tickets List (Month End)

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


Job Prices Maintenance

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


Open Ticket Stack

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


Print Invoices

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


Sales Territories List

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


Sales Territories Maintenance

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


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

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


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

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


Cash Posting Register

Cash Posting Register (Month End)

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


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

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


Quote Module

Quote Maintenance

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


Prospect Maintenance

Quote Maintenance

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


Accounts Payable Module

Email ACH Stubs

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


Select Invoices for Payment

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


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

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


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

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


Print Checks

Re-Print Checks

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


Purchase Order Module

Purchase Orders List

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


Cash Management Module

Statement Reconciliation

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


General

Company Database

Updated to version 28.02.


System Menu

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


Windows Client

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


Services

Application Server

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


Device Server

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


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

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


KServer Keystone Online Dashboard API

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


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

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


KServer Windows Client Device API v2

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


Keystone REST Server (KServer)

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

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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