Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.1.2 - 1/14/2022==
+
==Build 5.0.2 - 5/30/2025==
 +
 
 +
===Services===
 +
 
 +
Application Server
 +
:Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)
 +
 
 +
Keystone Relay Server
 +
:Retry every 15 minutes if the connection to the relay service fails.
 +
 
 +
==Build 5.0.1 - 5/23/2025==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
 
Order Maintenance
 
Order Maintenance
−
:'''Add "Customer P.O." field to Order Id dropdown.'''
+
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
−
:'''Add "Customer P.O." selection field to the Advanced Order Search dialog.'''
 
−
:'''Add blue background color to Order Id field (to indicate that F4 Advanced Order Search is available.)'''
 
−
 
 
−
System Map
 
−
:Fix issue where map would not start for some customers.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Email Invoices
+
Product Maintenance
−
:'''Add ability to include Job Description [JobDesc] in the email subject line.'''
+
:Fix issues looking up product codes containing plus signs (+).
  
−
Plant Maintenance
+
===General Ledger Module===
−
:'''On the Devices tab, indicate which devices are marked Inactive.'''
 
  
−
Setup Pending Prices
+
Import Payroll Transactions
−
:Greatly improved performance when calculating price changes.
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
−
:Update Last Revised Date, Last Change Date/Time and Last Change User fields in Quote table when updating Quote prices.
 
−
:Update Last Change Date/Time and Last Change User fields in Job Price table when updating Job prices.
 
  
−
Void Invoice
+
===General===
−
:'''Add warning after clicking Void button if the Void Ticket Option is selected, user can abort.'''
 
−
:'''Reset the Ticket Option to Open after each Void process.'''
 
  
−
===Accounts Payable Module===
+
Company Database
 +
:Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
 +
:Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.
  
−
Print 1099 Forms
+
===Services===
−
:Fixed 1099-NEC form starting line for second and third forms.
 
−
:Removed 2020 warning message.
 
  
−
===General Ledger Module===
+
Device Server
 +
:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
 +
:'''Add "GA" as a supported state for HaulHub.'''
  
−
Import Transactions
+
Keystone REST Server (KServer)
−
:'''Add TEXTDBCR import format that can import separate debit/credit amounts.'''
+
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
 +
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
 +
:Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
 +
:'''Datatables API: Add "GA" to the "dotstates" data table.'''
  
−
===Payroll Module===
+
Relay Server
 +
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
  
−
Print W-2 Forms<BR>
+
==Build 5.0 - 5/1/2025==
−
Print W-3 Form
 
−
:Removed 2020 warning message.
 
  
−
Tax Library
+
===New Features===
−
:'''Updated to 2022-R2 version (AR, LA states.)'''
 
  
−
===Quote Module===
+
Keystone Relay
 +
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
  
−
Quote Maintenance
+
Keystone REST Server (KServer)
−
:'''Add blue background color to Quote Id field (to indicate that F4 Advanced Quote Search is available.)'''
+
:Improved cache handling which eliminates extra database queries and is more performant.
 +
:Require authorization header for most API calls.
  
−
===General===
+
Security Improvements
 +
:Changed default passwords for all Interbase users.
 +
:Removed several Interbase users that are no longer needed.
 +
:Implemented a new algorithm for the Keystone security code.
 +
:Store login passwords as salted hashes instead of encrypted passwords within the database.
  
−
Automatic Backup
+
===Dispatch Module===
−
:By default the automatic backup will now prompt the user before doing the backup.
 
  
−
Setup
+
End of Day<BR>
−
:'''Now automatically installs Microsoft Edge Webview2 Runtime for Windows 8/Windows Server 2012 and higher.'''
+
Load Schedule Report<BR>
 +
Order List
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
−
==Build 4.1.1 - 1/7/2022==
+
Order Maintenance
 +
:When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
 +
:When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
 +
:When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
  
−
===Dispatch Module===
+
Reprint Tickets
 +
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
  
−
Print Orders
+
Schedule
−
:'''Add ability to print Usage Description field on form.'''
+
:Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
 +
:Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
 +
:When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
 +
:Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
 +
:Do not allow a truck to be swapped to itself.
  
−
Ticket Printing
+
System Map
−
:Adjust "Lane #" dropdown box as appropriate when Plant # changed on the ticket stub screen.
+
:Fix END point of directions to show actual address of the end point of the route.
−
:'''Add ability to print the Plant Phone Number on tickets.'''
+
:When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
 +
:Fix several issues with Route map display failing to appear.
  
 
===Ticketing Module===
 
===Ticketing Module===
  
−
Ticket Printing
+
End of Day<BR>
−
:'''Add ability to print the Plant Phone Number on tickets.'''
+
Order List
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
−
===Quote Module===
+
On-Hand Inquiry
 +
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
  
−
Print Quotes
+
Reprint Tickets
−
:The U/M total line will now take into account whether the U/M and Product Class are set to Subtotal.
+
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
  
−
===Payroll Module===
+
===Accounts Receivable Module===
  
−
Payroll Tax Library
+
Credit Card Pre-Approvals
−
:'''Updated to 2022-R1b version (MN, NY, RI states.)'''
+
:'''Log field change event for "Comment" field.'''
  
−
Prepare Payroll
+
Customer Maintenance
−
:Fix exception when unchecking the "Fed Tax Additional W/H" checkbox.
+
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
  
−
===General===
+
Customer Sales Report
 +
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
  
−
Document Viewer
+
Import Tickets<BR>
−
:Add handling for multi-page PDF documents.
+
Invoice Register<BR>
 +
Invoiced Tickets List<BR>
 +
MTD Invoice Register<BR>
 +
Pre-Billing Audit List<BR>
 +
Ticket Activity Report<BR>
 +
Zero Price Tickets Report
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
−
Keystone Map
+
Job Price Maintenance
−
:Fix map startup issue (endless loop during map initialization.)
+
:Fixed exception when deleting a job.
−
:Eliminate double plot of calculated route.
+
:When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
  
−
System Menu
+
Print Invoices<BR>
−
:'''When user is deleted, ask to delete associated system options.'''
+
Reprint Invoices
 +
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
  
−
===Services===
+
Print Statements
 +
:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
 +
:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)
  
−
Application Server
+
Product Maintenance
−
:Do not send dispatch events to notification devices for a voided load.
+
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
 +
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
  
−
Device Server
+
Reprint Invoices
−
:'''Add Customer Name to Batch Weight and Order Complete notification emails.'''
+
:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.
  
−
Keystone REST Server (KServer)
+
Ticket Inquiry
−
:Driver API: Modify notifyordercomplete endpoint to send Customer Name to the device aggregator.
+
:Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
−
:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIFutureDates endpoint to filter out inactive orders, non-dispatch orders, order quotes and order requests.
+
:Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)
−
:Windows Client Quote Methods API: Fix CreateOrder endpoint to properly set NOTES field on the order.
 
  
−
==Build 4.1 - 12/28/2021==
+
===Inventory Module===
  
−
===Important Note===
+
Inventory Transfers
 +
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
  
−
For this year, A/P customers that need to e-file 1099 forms need to use the new "Federal & State 1099 Export" option on the A/P Web Portal Export/Filing menu. Additionally, if you need to print a 1099 form containing more than one amount, or a 1099 form containing state information, or multiple different 1099 forms for a single vendor, you will also need to use the new "Federal & State 1099 Export" option. See http://keystonehelp.compucrete.com/wiki/index.php/AP:_Year_End for more information.
+
===Quote Module===
  
−
===Accounts Receivable Module===
+
Quote List
 +
:'''Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".'''
 +
:'''Add selection by File #.'''
 +
:'''Add File # column to summary/detail reports.'''
  
−
Customer Maintenance
+
Quote Maintenance
−
:'''Add "Invoice Tkt Images" checkbox.'''
+
:When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
 +
:When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
 +
:When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
 +
:The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.
  
−
Email Invoices<BR>
+
===Accounts Payable Module===
−
Print Invoices<BR>
 
−
Reprint Invoices
 
−
:'''Use new "Invoice Tkt Images" checkbox from Customer Maintenance to determine whether to include ticket images on invoices.'''
 
−
 
 
−
Job Price Maintenance
 
−
:'''Add "Job Mix Year" to DOT tab.'''
 
  
−
Plant Maintenance
+
Import Invoices
−
:'''Add "Technician Name" and "Technician License" columns to DOT grid.'''
+
:'''Add ability to import due date.'''
  
−
===Quote Module===
+
===Cash Management Module===
  
−
Quote Maintenance
+
Import C/M Transactions
−
:'''Add "Job Mix Year" to DOT tab.'''
+
:The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)
−
:'''Carry Job Mix Year when booking/rebooking the job.'''
 
  
−
===Accounts Payable Module===
+
===General Ledger Module===
  
−
1099 State Maintenance
+
Import Payroll Transactions
−
:'''New option added to A/P File Maintenance menu (to support e-filing 1099s to states.)'''
+
:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
 +
:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''
  
−
Federal & State 1099 Export
+
===Payroll Module===
−
:'''New option added to A/P Web Portal Export/Filing menu.'''
 
−
:'''Support multiple different 1099 forms per vendor.'''
 
  
−
Handwritten Check Entry<BR>
+
Tax Library
−
Invoice Vouchering
+
:'''Updated to version 2025-R2.'''
−
:'''Add "1099 St" column to expense distribution grid.'''
 
−
:'''Carry the 1099 State when posting the batch.'''
 
  
−
Print 1099 Forms
+
===General===
−
:'''Updated for 2021.'''
 
  
−
Vendor List
+
DataScope<BR>
−
:'''Add "1099 State" field to detail report.'''
+
Query Export
 +
:Fix exception "EDBClient" when deleting a query.
  
−
Vendor Maintenance
+
Sales Tax
−
:'''Add "1099 Amounts" tab.'''
+
:Modified sales tax calculation to properly handle a negative taxable amount.
−
:'''Add fields to "Tax Info" tab: 1099 State, Type of TIN, FATCA Filing Req., Direct Sales Ind., Account No., CUSIP No. and Foreign Country (to support e-filing 1099s to states.)'''
 
  
−
Void Invoice
+
Setup
−
:'''Carry the 1099 State through when voiding the invoice.'''
+
:Delete obsolete files when updating an existing Keystone installation.
  
−
Web Portal Export/Filing
+
System Menu
−
:'''New submenu added to the A/P menu.''''
+
:Reduce delay when closing the menu.
 +
:Set a default password for the "ADMIN" user when installing a new system.
  
−
===Payroll Module===
+
Windows Client
 +
:Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
 +
:Ensure that the Application Server "ping" is executed once per client application.
  
−
ACA 1094/1095 Export
+
===Services===
−
:'''Updated for 2021.'''
+
 
 +
Application Server
 +
:Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
 +
:Notify KServer when a company is added/deleted/changed.
 +
:Ensure that the Plant Id is always specified when changing a load status to Begin Load.
 +
:When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
 +
:When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.
  
−
Calculate Payroll
+
Device Aggregator
−
:'''When processing A/P payments use the default 1099 State for the vendor.'''
+
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
  
−
Company Maintenance
+
Device Server
−
:Remove "Qualifying Offer Method Transition Relief" checkbox on ACA tab (new for 2021.)
+
:'''Add order location notify device for Keystone Online.'''
 +
:Change default product code length to 20 characters for ALL ULINK batch controls.
  
−
Employee Maintenance
+
Keystone REST Server (KServer)
−
:'''Add new ACA Offer of Coverage codes 1T and 1U (new for 2021.)'''
+
:'''Add "KCompanyReset" action.'''
−
:'''ACA Plan Start Month is now required (as of 2020.)'''
+
:'''Add "validate" parameter to "KDBRestore" action.'''
 +
:Fix "ClearCaches" action.
 +
:Fix "NextEndPoint" action to support cross-authorization endpoints.
 +
:Limit maximum number of request threads to 16 (reduces resource usage.)
 +
:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
 +
:Rollback all database changes for the request if an "exception" action was executed.
 +
:Improve reliability of startup/shutdown.
 +
:'''Driver API: Add "notifyorderlocation" endpoint.'''
 +
:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
 +
:'''External AICrete API v2: New API for AICrete which requires authorization header.'''
 +
:'''External AICrete Datatables: Common datatables unit for AICrete APIs.'''
 +
:'''External Salesforce API v2: New API for Salesforce which requires authorization header.'''
 +
:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
 +
:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
 +
:Keystone Online APIs: Now require authorization header.
 +
:Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
 +
:Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
 +
:'''Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.'''
 +
:'''Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."'''
 +
:Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
 +
:Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
 +
:Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
 +
:'''Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.'''
 +
:'''Windows Client System Database API: Add "companyreset" endpoint.'''
 +
:'''Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.'''
 +
:Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.
  
−
Federal & State W-2 Export
+
----
−
:'''Updated for 2021.'''
 
  
−
Payroll Tax Library
+
[[Release Notes for Keystone 4.7.x]]
−
:'''Updated to 2022-R1a version (IL, IN, KY, MI, NC, ND, RI & VT states.)'''
 
  
−
Print 1095-C Forms
+
[[Release Notes for Keystone 4.6.x]]
−
:This option has been removed from the Payroll Year End menu.
 
  
−
Timecard Maintenance
+
[[Release Notes for Keystone 4.5.x]]
−
:Fix error "The timecard check cannot be deleted" when attempting to delete a paycheck.
 
  
−
===Services===
+
[[Release Notes for Keystone 4.4.x]]
  
−
Device Aggregator
+
[[Release Notes for Keystone 4.3.x]]
−
:'''Add Test Mode parameter for truck status processing.'''
 
  
−
Device Server
+
[[Release Notes for Keystone 4.2.x]]
−
:'''Add Test Mode parameter for truck status processing.'''
 
−
Updated PennDOT e-ticket interface to use Job Mix Year (job price), Technician Name and Technician License (plant) fields.
 
  
−
----
+
[[Release Notes for Keystone 4.1.x]]
  
 
[[Release Notes for Keystone 4.0.x]]
 
[[Release Notes for Keystone 4.0.x]]

Latest revision as of 02:32, 31 May 2025


NOTE: Items in bold type are NEW features.

Build 5.0.2 - 5/30/2025

Services

Application Server

Fix issue with generating out-of-balance G/L transactions when posting an in-balance G/L batch (this happens with imported transactions and/or iSolved payroll imported data.)

Keystone Relay Server

Retry every 15 minutes if the connection to the relay service fails.

Build 5.0.1 - 5/23/2025

Dispatch Module

Order Maintenance

When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.

Accounts Receivable Module

Product Maintenance

Fix issues looking up product codes containing plus signs (+).

General Ledger Module

Import Payroll Transactions

When importing G/L transactions include only the transactions for the payroll run number being imported.

General

Company Database

Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.

Services

Device Server

For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
Add "GA" as a supported state for HaulHub.

Keystone REST Server (KServer)

Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
Windows Client Device API v2: Modify "dispatchevent" endpoint to include "JobKey" field in "Ticket" object.
Windows Client Dispatch Methods API: Fix "notifyordercomplete" endpoint to include CC/BCC contacts.
Datatables API: Add "GA" to the "dotstates" data table.

Relay Server

Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.

Build 5.0 - 5/1/2025

New Features

Keystone Relay

New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.

Keystone REST Server (KServer)

Improved cache handling which eliminates extra database queries and is more performant.
Require authorization header for most API calls.

Security Improvements

Changed default passwords for all Interbase users.
Removed several Interbase users that are no longer needed.
Implemented a new algorithm for the Keystone security code.
Store login passwords as salted hashes instead of encrypted passwords within the database.

Dispatch Module

End of Day
Load Schedule Report
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Order Maintenance

When using the "Quoted Line 1" product lookup option, do not include products restricted to the customer in the drop-down list on the first detail line.
When adding a bringdown automatic product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
When switching from an order with GPS coordinates to one without, or vice versa, or to an order with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Reprint Tickets

Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.

Schedule

Display correct "Qty Ord" on the schedule after a shipped load is edited (where the quantity shipped is changed) using the right-click->Edit Ticket option.
Fix exception "cdsDIActiveOrders: Cannot perform this operation on a closed dataset" when using the order right-click "New Ticket" option to ship a block plant order (introduced in 4.1.4.1.)
When a truck is swapped for a pre-ticketed load, move the load to Begin Load status.
Do not allow a truck in Returning status that has been pre-ticketed to be swapped.
Do not allow a truck to be swapped to itself.

System Map

Fix END point of directions to show actual address of the end point of the route.
When the form is resized, scale the width of the directions portion of the Route tab so it remains at 25% of the total width.
Fix several issues with Route map display failing to appear.

Ticketing Module

End of Day
Order List

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

On-Hand Inquiry

Orders, In-Stock and Available fields now reflect today's orders and future orders.

Reprint Tickets

Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.

Accounts Receivable Module

Credit Card Pre-Approvals

Log field change event for "Comment" field.

Customer Maintenance

Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.

Customer Sales Report

Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."

Import Tickets
Invoice Register
Invoiced Tickets List
MTD Invoice Register
Pre-Billing Audit List
Ticket Activity Report
Zero Price Tickets Report

Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.

Job Price Maintenance

Fixed exception when deleting a job.
When switching from a job with GPS coordinates to one without, or vice versa, or to a job with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.

Print Invoices
Reprint Invoices

Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.

Print Statements

Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)

Product Maintenance

Fix to update the "Profit" value on the Mix Design tab when moving between products.
Required and Orders fields on the Inventory tab now reflect today's orders and future orders.

Reprint Invoices

When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.

Ticket Inquiry

Fix exception "EOleException: -1 is not a valid value for field Slump: The allowed range is 0 to 25" at startup or when viewing a ticket with a negative batched slump value (introduced in 4.6.1.1.)
Fix exception "EDatabaseError: Field VOID_SESSION_NO not found" when moving off a void ticket using OK or PgUp/PgDn (introduced in 4.7.3.5.)

Inventory Module

Inventory Transfers

Fix to no longer adjust the "Qty On Order" of either product when posting the batch.

Quote Module

Quote List

Add sequence options "Quote Date, Prospect Name, File #" and "Quote Date, Prospect Id, File #".
Add selection by File #.
Add File # column to summary/detail reports.

Quote Maintenance

When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
When switching from a quote with GPS coordinates to one without, or vice versa, or to a quote with different GPS coordinates, the Plant Id dropdown would not select the correct plant when typing in the Plant Id.
The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.

Accounts Payable Module

Import Invoices

Add ability to import due date.

Cash Management Module

Import C/M Transactions

The option will now close itself after successfully importing a batch of transactions. (This will generate a new Session #/Batch Id when the user re-opens the option to do the next batch.)

General Ledger Module

Import Payroll Transactions

Add the "payrollRunType" field to the payroll run drop-down list.
Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.

Payroll Module

Tax Library

Updated to version 2025-R2.

General

DataScope
Query Export

Fix exception "EDBClient" when deleting a query.

Sales Tax

Modified sales tax calculation to properly handle a negative taxable amount.

Setup

Delete obsolete files when updating an existing Keystone installation.

System Menu

Reduce delay when closing the menu.
Set a default password for the "ADMIN" user when installing a new system.

Windows Client

Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
Ensure that the Application Server "ping" is executed once per client application.

Services

Application Server

Fixed to properly set the system Serial # when the server crashes/is killed and restarts automatically.
Notify KServer when a company is added/deleted/changed.
Ensure that the Plant Id is always specified when changing a load status to Begin Load.
When a new ticket is added, use the Last Change datetime value as the StatusDateTime value for the load.
When changing the load status to End Load, fix data when a pre-ticketed load never gets an At Plant status from its previous load.

Device Aggregator

Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.

Device Server

Add order location notify device for Keystone Online.
Change default product code length to 20 characters for ALL ULINK batch controls.

Keystone REST Server (KServer)

Add "KCompanyReset" action.
Add "validate" parameter to "KDBRestore" action.
Fix "ClearCaches" action.
Fix "NextEndPoint" action to support cross-authorization endpoints.
Limit maximum number of request threads to 16 (reduces resource usage.)
Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
Rollback all database changes for the request if an "exception" action was executed.
Improve reliability of startup/shutdown.
Driver API: Add "notifyorderlocation" endpoint.
Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
External AICrete API v2: New API for AICrete which requires authorization header.
External AICrete Datatables: Common datatables unit for AICrete APIs.
External Salesforce API v2: New API for Salesforce which requires authorization header.
External Stonemont API v2: New API for Stonemont which requires authorization header.
External Stonemont Datatables: Common datatables unit for Stonemont APIs.
Keystone Online APIs: Now require authorization header.
Windows Client Device Autorun API v2: Fix "trxsync" endpoint.
Windows Client Device Autorun API v2: Change "loadautoreturn" endpoint to "processautoreturn".
Windows Client Device API v2: Add "loadautoreturn" endpoint to auto-return a single load.
Windows Client Dispatch Methods API: Add endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
Windows Client Driver Autorun API: Fix "ordcmpautonotify" endpoint to properly execute the "notifyordercomplete" endpoint which is in a different root URL.
Windows Client Quote Method API: Modify "Create Order" endpoint to copy TAX_CODE_2 and TAX_CODE_3 fields from quote detail to order detail.
Windows Client Quote Methods API: Fix "createorder" endpoint to properly assign SESSION_NO and TRANS_NO for the new order, and to assign JOB_SESSION_NO and JOB_TRANS_NO.
Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.
Windows Client System Database API: Add "companyreset" endpoint.
Windows Client System Database API v2: Add "validate" parameter to "dbrestore" endpoint.
Windows Client Ticketing Lookup API: Fix "rdmTIPlant/cdsKey" endpoint to be sequenced by Plant Id.

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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