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>
  
−
==Release 5.2.1.0 - 12/10/2025==
+
==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===
 
===Accounts Receivable Module===
  
−
====Customer Prices Maintenance====
+
====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 customer price records could not be deleted (introduced in 5.2.)
+
:Fix issue where a long Tax Authority Description would overwrite the Tax Rate column on the report.
  
  
−
====Re-Print Tickets====
+
====Open Ticket Stack====
  
−
:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.
+
====Ticket Maintenance====
 +
 
 +
:'''Display a mouse-over hint on the VOID checkbox that shows the void reason AND the user that voided the ticket.'''
  
  
Line 22: Line 147:
 
====Re-Print Invoices====
 
====Re-Print Invoices====
  
−
:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.
+
:'''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.'''
  
  
Line 29: Line 163:
 
====Vendors Maintenance====
 
====Vendors Maintenance====
  
−
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.
+
:'''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===
 
===General===
 +
 +
====Company Database====
 +
 +
:Updated to version 28.11.
 +
 +
 +
====Keystone Setup====
 +
 +
:'''Add "Keystone Cloud Tunnel" to the Service Applications list.'''
 +
  
 
====Reports====
 
====Reports====
  
−
:'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.'''
+
: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====
 
====Windows Client====
  
−
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
+
: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.
  
  
Line 48: Line 371:
 
====Application Server====
 
====Application Server====
  
−
:Fix zero cost issues with inventory reconciliation.
+
: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 Keystone Online Dashboard API====
 
  
−
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.
+
====KServer External AICrete API v1.1====
  
−
==Release 5.2.0.0 - 12/4/2025==
+
:'''New AICrete API which uses Keystone Relay.'''
  
−
===New Feature===
 
  
−
====Credit Card Fees====
+
====KServer Keystone Online GPS API====
  
−
:'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.'''
+
:'''New API which accepts truck GPS status information from the Keystone Cloud GPS system.'''
  
  
−
====Save Form Layouts====
+
====Keystone REST Server (KServer)====
  
−
:'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.'''
+
:'''Add ability to send GPS status information to the Device Aggregator.'''
  
  
−
====Visual Themes====
+
====KServer External AICrete API====
  
−
:'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
+
====KServer External AICrete API v1.1====
−
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
 
−
:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
 
−
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
 
−
:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''
 
  
 +
: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===
 
===Dispatch Module===
  
−
====Order List====
+
====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.'''
 +
 
  
−
:Remove blank Report Sequence option.
+
====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====
 
====Order Maintenance====
  
−
:Remove the MAP button next to the Delivery Instructions fields.
+
: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 a warning message when changing Job Id for an existing order.'''
+
:'''Add "Sales Territory" field.'''
  
−
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
+
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
  
 
====Schedule====
 
====Schedule====
  
−
:'''Add "Base Mix" as an optional schedule grid field.'''
+
:'''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.'''
  
−
:'''Added hint message for split orders.'''
 
  
−
:'''Add "Show Status Hints" to Options menu.'''
+
====Ticket Printing====
  
−
:'''Add "Status Hint Legend" to Options menu.'''
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
−
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)
+
: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===
 
===Ticketing Module===
  
−
====Order List====
+
====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.
  
−
:Remove blank Report Sequence option.
+
:'''Add (optional) display of Standard Cost in the Products grid.'''
  
  
Line 120: Line 516:
 
====A/R Inquiry====
 
====A/R Inquiry====
  
−
:'''Add credit card fee/pay class to Payment History grid.'''
+
:'''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."'''
  
−
====Cash Posting Register====
 
  
−
:'''Add "Session No" to selection criteria.'''
+
====Aged Trial Balance====
 +
 
 +
:'''Add "Credit Manager" selection.'''
 +
 
 +
 
 +
====Customer Prices List====
 +
 
 +
:'''Add "Exp Date" field to report.'''
  
  
 
====Customer Prices Maintenance====
 
====Customer Prices Maintenance====
  
−
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
+
:'''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.'''
  
  
−
====Customer Sales by Job====
+
====Divisions Maintenance====
  
−
:Fix overlap of long product code and product description.
+
:'''Add Company Info tab to support A/P 1099 by division.'''
  
  
−
====Drivers List====
+
====Drivers Maintenance====
  
−
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
+
:'''Add "Start Date" field.'''
  
  
 
====Email Invoices====
 
====Email Invoices====
  
−
:Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
+
:'''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====
 
====Job Prices Maintenance====
  
−
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
+
:'''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.'''
  
−
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
+
:'''Add Void Reason as a mouse-over hint on the Ticket No. column.'''
  
  
−
====Pay Class Maintenance====
+
====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.'''
 
:'''New option added to the A/R File Maintenance menu.'''
  
  
−
====Products Maintenance====
+
====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====
  
−
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
+
====Driver Report (Month End)====
  
 +
:'''Add "Driver Name" to the report.'''
  
−
====Sales Tax Rates Maintenance====
 
  
−
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
+
====Print Invoices====
  
 +
====Re-Print Invoices====
  
−
====Ticket Maintenance====
+
:'''When printing the product summary, list the mix product first.'''
  
−
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
 
  
−
:'''Ask for a Void Reason when using the F3 Void button.'''
+
===Quote Module===
  
 +
====Quote Maintenance====
  
−
====Void Invoice====
+
:'''When adding a product to the quote, pull in the "Default Job Mix Id" and "Default Job Mix Year" fields from Product Maintenance.'''
  
−
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
+
:'''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.'''
  
−
===Accounts Payable Module===
+
:'''Add "Default Tkt/Ord Products" system option.'''
  
−
====Email ACH Stubs====
+
:'''Add "Sales Territory" field.'''
  
−
:'''New option added to the A/P Invoicing/Checks menu.'''
+
:Fix issue where the DOT State and Job Identifier fields were not visible on the DOT tab when opened.
  
  
−
====Federal & State 1099 Export====
+
====Prospect Maintenance====
  
−
:'''Updated for 2025.'''
+
====Quote Maintenance====
  
 +
:'''Add Email To Job and SMS To Job options to Contacts grid.'''
  
−
====Print 1099 Forms (Month End)====
 
  
−
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
+
===Accounts Payable Module===
  
 +
====Email ACH Stubs====
  
−
====Vendors Maintenance====
+
:The Status column in the grid will now always show the most recent email status.
  
−
:Fix typecast exception (Null->OleStr) when adding a new vendor.
 
  
 +
====Select Invoices for Payment====
  
−
====Handwritten Check Entry====
+
: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.
  
−
====Invoice Vouchering====
+
:'''On the Pay Invoice dialog you can now change the payment method.'''
  
−
====Vendor Classes Maintenance====
 
  
 
====Vendors Maintenance====
 
====Vendors Maintenance====
  
−
:Allow bank account G/L accounts to be used in Expense G/L dropdown.
+
:'''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.'''
  
−
===General Ledger Module===
 
  
−
====Accounts Maintenance====
+
====1099 Audit List (Month End)====
  
−
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
+
====Federal & State 1099 Export====
  
 +
:'''Add Division selection.'''
  
−
===System Menu===
 
  
−
====Option Maintenance====
+
====Handwritten Check Entry====
  
−
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''
+
====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.)
  
−
===General===
 
  
−
====Company Database====
+
====Print Checks====
  
−
:'''Updated to version 26.07.'''
+
====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".
  
−
====Document Database====
 
  
−
:'''Updated to version 2.01.'''
+
===Purchase Order Module===
  
 +
====Purchase Orders List====
  
−
====Keystone Setup====
+
:Fix issue where purchase order total would double when there was a comment line on the purchase order.
  
−
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
 
  
−
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
+
===Cash Management Module===
  
 +
====Statement Reconciliation====
  
−
====System Menu====
+
:'''Add "Fee Chg" field to the A/R Posting History grid.'''
  
−
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
+
:'''Changes to Posting History grid: change "Check Applied" to "Credit Amount", change "Check Amount" to "Deposit Amt", Deposit Amt now includes Fee Chg amount.'''
  
−
:'''Add Visual Theme selector icon to the top of the menu.'''
 
  
−
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
+
===General===
  
−
:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
+
====Company Database====
  
−
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
+
:'''Updated to version 28.02.'''
  
  
−
====Windows Client====
+
====System Menu====
  
−
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
+
:'''Delete user-related role assignments and security options when a user is deleted.'''
  
−
:'''Add First/Last page buttons to the Document Viewer.'''
 
  
−
:'''Use search button in place of blue background for fields where F4 search is available.'''
+
====Windows Client====
  
−
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
+
:'''Add events for item rename/merge.'''
  
−
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''
+
:'''Add (optional) ability to Delete a document previously uploaded.'''
  
  
Line 278: Line 784:
 
====Application Server====
 
====Application Server====
  
−
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''
+
:Setup relay server connection info only for the main Keystone server.
  
−
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
 
  
 +
====Device Server====
  
−
====Device Server====
+
:'''Send the ticket "Batch Message" field to ULINK batch controls (field #81.)'''
  
−
:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
+
:'''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.'''
  
−
====KServer Dashboard API====
+
:'''Modify Keystone Online Dispatch Notification device to include Email/SMS to job notification contacts.'''
  
−
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
+
:'''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 "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
+
:'''Add "Keystone Online" batch weight notification device.'''
  
  
−
====KServer Dispatch API v2====
+
====KServer External AICrete API v2====
  
−
:'''Add "NextToLoad" endpoint.'''
+
:'''New API for AICrete which requires authorization header.'''
  
  
−
====KServer Driver API====
+
====KServer External SalesInsight API v2====
  
−
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
+
:'''New API for SalesInsight.'''
  
  
−
====KServer Keystone Online Back Office API====
+
====KServer Keystone Online Customer Portal API====
  
−
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
+
:'''Add "PhoneNumber" and "MobileNumber" fields to "contactlist" endpoint.'''
  
−
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
 
  
−
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
+
====KServer Keystone Online Dashboard API====
  
 +
:'''Add "trucks-by-plant", "model/plant-select" and "productcostplant" endpoints.'''
  
−
====KServer Keystone Online Customer Portal API====
 
  
−
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
+
====KServer Keystone Online E-Ticketing API====
  
−
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
+
:'''Add "StartDate" field to "driverlist" endpoint.'''
  
  
−
====Keystone REST Server (KServer)====
+
====KServer Windows Client A/R API====
  
−
:Fix "EFOpenError" exception during Keystone system installation.
+
:'''Modify "/rdmARCashRegister/cdsPaymentHistory" endpoint to add FEE_GL field.'''
  
−
:'''Modify KPPTranslate action to handle pay class fees.'''
+
:'''Modify "/rdmARCashRegister/cdsDepositHistory" endpoint to add FEE_AMOUNT field.'''
  
  
−
====Keystone Relay====
+
====KServer Windows Client Device API v2====
  
−
:Fix occasional crashes resulting from NullReferenceException.
+
: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.'''
  
−
====Kserver Datatables API====
 
  
−
:'''Updated AP1099FORMBOX for 2025.'''
+
====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 5.1.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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