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

Latest revision as of 13:59, 2 August 2026

Contents


NOTE: Items in bold type are NEW features.

Release 5.3.3.0 - 7/31/2026

Dispatch Module

Cash Payment Entry

Add support for Pay Class and Fee Paid.


End Of Day

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


Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.


Order Maintenance

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


Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Ticket Printing

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


Truck Demand Graph

Now supports up to 10 "Demand Graph" tabs.


Ticketing Module

End Of Day

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


Order Maintenance

Add "Ext Price" column to the Products grid.


Ticket Printing

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


Tickets Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Accounts Receivable Module

Base Product Maintenance

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


Credit Limit Report

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


Credit Review Report

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


Customers List

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


Inventory Batch List

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


Inventory Status Report

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


Inventory Valuation Report

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


Invoice Register (Month End)

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


Open Ticket Stack

Add Pay Class and Fee Paid as optional fields.


Payment Processor Remittance

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


Physical Inventory Entry

Add "Ticket No." column to product grid.


Print Invoices

Add "Billing Plant Id" selection.


Sales Tax Report (Month End)

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


Open Ticket Stack

Ticket Maintenance

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


Print Invoices

Re-Print Invoices

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


Handwritten Invoice Entry

Ticket Inquiry

Ticket Maintenance

Add Pay Class and Fee Paid fields to Payments tab.


Accounts Payable Module

Vendors Maintenance

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


Cash Management Module

Statement Reconciliation

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


General

Company Database

Updated to version 28.11.


Keystone Setup

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


Reports

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


Services

Application Server

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


KServer External AICrete API v2

Added orders endpoint.
Rolled tickets endpoints into batchresults endpoints.


KServer External Quadrel API v2

New API for Quadrel.


KServer External SalesInsight API v2

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


KServer External SlabStack API v1

New API for Slabstack.


KServer Keystone Online Back Office API

Fix coalesce FeeAmt errors in "CustomerPayment" endpoint.


KServer Windows Client A/R API

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


Keystone REST Server (KServer)

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


KServer Dispatch API v2

KServer Keystone Online Customer Portal API

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

Release 5.3.2.0 - 7/10/2026

Dispatch Module

Void Tickets

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


Quote Module

Quote Maintenance

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


General

Windows Client

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


Services

Device Aggregator

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


KServer Windows Client Device API v2

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


Keystone REST Server (KServer)

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

Release 5.3.1.0 - 7/2/2026

Dispatch Module

On Hand Inquiry

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


Order Maintenance

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


Ticketing Module

On Hand Inquiry

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


Accounts Receivable Module

Products Maintenance

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


Sales Tax Report (Month End)

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


Void Invoice

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


Cash Posting Register

Cash Posting Register (Month End)

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


Accounts Payable Module

Check Register (Month End)

Add "Session No." sequence option.


Check Register

Check Register (Month End)

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


General

Company Database

Updated to version 28.06.


Windows Client

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


Services

Application Server

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


Device Aggregator

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


Device Server

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


KServer External AICrete API v1.1

New AICrete API which uses Keystone Relay.


KServer Keystone Online GPS API

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


Keystone REST Server (KServer)

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


KServer External AICrete API

KServer External AICrete API v1.1

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

Release 5.3.0.0 - 6/17/2026

Dispatch Module

Driver Call-In Report

Add "Customer Name" to the report.


Email Orders

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


On Hand Inquiry

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


Order Maintenance

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


Schedule

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


Ticket Printing

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


Truck Demand Graph

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


Order Maintenance

Ticket Printing

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


Ticketing Module

On Hand Inquiry

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


Order Maintenance

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


Order Stack

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


Ticket Printing

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


Accounts Receivable Module

A/R Inquiry

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


Aged Trial Balance

Add "Credit Manager" selection.


Customer Prices List

Add "Exp Date" field to report.


Customer Prices Maintenance

Add "Exp Date" field to price grid.


Customers Maintenance

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


Divisions Maintenance

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


Drivers Maintenance

Add "Start Date" field.


Email Invoices

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


Invoiced Tickets List (Month End)

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


Job Prices Maintenance

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


Open Ticket Stack

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


Print Invoices

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


Sales Territories List

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


Sales Territories Maintenance

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


Salespeople Maintenance

Add sales territory grid.


Voided Tickets Report

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


A/R Inquiry

Cash Posting

Add "Unit Disc" field to Ticket History grid.


A/R Inquiry

Cash Posting

Job Prices Maintenance

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


Cash Posting Register

Cash Posting Register (Month End)

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


Comparative Customer Sales

Customer Sales History

Customer Sales by Job

Customer Sales by Product

Daily Plant Sales

Product Sales

Product Sales History

Product Sales by Customer

Summary Sales

Add "Sales Territory" selection.


Driver Report

Driver Report (Month End)

Add "Driver Name" to the report.


Print Invoices

Re-Print Invoices

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


Quote Module

Quote Maintenance

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


Prospect Maintenance

Quote Maintenance

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


Accounts Payable Module

Email ACH Stubs

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


Select Invoices for Payment

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


Vendors Maintenance

Add "Division" field to the 1099 Amounts grid.


A/P ACH Export

Re-Export A/P ACH

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


1099 Audit List (Month End)

Federal & State 1099 Export

Add Division selection.


Handwritten Check Entry

Invoice Vouchering

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


Print Checks

Re-Print Checks

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


Purchase Order Module

Purchase Orders List

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


Cash Management Module

Statement Reconciliation

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


General

Company Database

Updated to version 28.02.


System Menu

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


Windows Client

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


Services

Application Server

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


Device Server

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


KServer External AICrete API v2

New API for AICrete which requires authorization header.


KServer External SalesInsight API v2

New API for SalesInsight.


KServer Keystone Online Customer Portal API

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


KServer Keystone Online Dashboard API

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


KServer Keystone Online E-Ticketing API

Add "StartDate" field to "driverlist" endpoint.


KServer Windows Client A/R API

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


KServer Windows Client Device API v2

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


Keystone REST Server (KServer)

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

Release Notes for Keystone 5.2.x

Release Notes for Keystone 5.1.x

Release Notes for Keystone 5.0.x

Release Notes for Keystone 4.7.x

Release Notes for Keystone 4.6.x

Release Notes for Keystone 4.5.x

Release Notes for Keystone 4.4.x

Release Notes for Keystone 4.3.x

Release Notes for Keystone 4.2.x

Release Notes for Keystone 4.1.x

Release Notes for Keystone 4.0.x

Release Notes for Keystone 3.6.x

Release Notes for Keystone 3.5.x

Release Notes for Keystone 3.4.x

Release Notes for Keystone 3.3.x

Release Notes for Keystone 3.2.x

Release Notes for Keystone 3.1.x

Release Notes for Keystone 3.0.x

Release Notes for Keystone 2.9.x

Release Notes for Keystone 2.8.x

Release Notes for Keystone 2.7.x

Release Notes for Keystone 2.6.x

Release Notes for Keystone 2.5.x

Release Notes for Keystone 2.4.x

Release Notes for Keystone 2.3.x

Release Notes for Keystone 2.2.x

Release Notes for Keystone 2.1.x

Release Notes for Keystone 2.0.x

Release Notes for CompuCrete 1.8.x

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