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>
  
−
<p></p>
+
==Build 5.0.2 - 5/30/2025==
−
<p><b>IMPORTANT: The ability to drag a route on the Dispatch Map is currently in progress and is not functional at this time.</b></p>
 
  
−
==Build 4.2.2 - 5/23/2022==
+
===Services===
  
−
===Dispatch Module===
+
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.)
  
−
Cash Payment Entry
+
Keystone Relay Server
−
:'''Add support for "Plant/Order" plant tax authority method.'''
+
:Retry every 15 minutes if the connection to the relay service fails.
  
−
Order Maintenance
+
==Build 5.0.1 - 5/23/2025==
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
−
:When copying an order, do not copy these fields: LOCK_SESSION_NO, OC_EMAIL_STATUS and CC_REJECT_COUNT.
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
===Ticketing Module===
+
===Dispatch Module===
  
 
Order Maintenance
 
Order Maintenance
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Order Stack
+
===Accounts Receivable Module===
−
:Fixed order Delivery Date column to include day of week (introduced in 4.0.)
 
−
:Changed order lookback default date to 3 months ago (was 1 month previously.)
 
  
−
===Accounts Receivable Module===
+
Product Maintenance
 +
:Fix issues looking up product codes containing plus signs (+).
  
−
Cash Posting
+
===General Ledger Module===
−
:Force Check Number to uppercase.
 
  
−
Job Price Maintenance
+
Import Payroll Transactions
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
  
−
Open Ticket Stack
+
===General===
−
:Fix exception "EDatabaseError: cdsDocIdx_Link Field 'DOC_ID' not found".
 
−
:Fix Access Violation exceptions when putting individual tickets on hold.
 
−
:Keep all edited tickets visible on the grid until changes are saved/cancelled regardless of filter settings.
 
−
:Do not apply changes when Hold column double-clicked.
 
−
:Slight performance improvement when no ticket filters have been applied.
 
−
:Ignore double-click on Hold column (treat as single-click.)
 
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Plant Maintenance
+
Company Database
−
:'''Add "Plant/Order" Tax Authority method option.'''
+
: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.
  
−
Quick Ticket Entry
+
===Services===
−
:'''Add support for "Plant/Order" plant tax authority method.'''
 
  
−
Ticket Maintenance
+
Device Server
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
−
:'''Add support for "Plant/Order" plant tax authority method.'''
+
:'''Add "GA" as a supported state for HaulHub.'''
  
−
===Inventory Module===
+
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.'''
  
−
Valuation Report
+
Relay Server
−
:Obtain standard cost from product transactions.
+
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
  
−
===Quote Module===
+
==Build 5.0 - 5/1/2025==
  
−
Quote Maintenance
+
===New Features===
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
 
  
−
===Accounts Payable Module===
+
Keystone Relay
 +
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
  
−
Invoice Vouchering
+
Keystone REST Server (KServer)
−
:Fix exception "EDatabaseError: cdsDetail Dataset not in edit or insert mode".
+
:Improved cache handling which eliminates extra database queries and is more performant.
 +
:Require authorization header for most API calls.
  
−
===Purchase Order Module===
+
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.
  
−
Purchase Order Maintenance
+
===Dispatch Module===
−
:'''When emailing a P.O., add ability to select vendor purchasing contacts from a dropdown list.'''
 
  
−
===Payroll Module===
+
End of Day<BR>
 +
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.
  
−
Payroll Tax Library
+
Order Maintenance
−
:'''Updated to 2022-R6a version (AL, OK, UT states.)'''
+
: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.
  
−
===Cash Management Module===
+
Reprint Tickets
 +
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
  
−
Bank Account Maintenance
+
Schedule
−
:Fix disrepancy between Current Balance and Statement Reconciliation Curent Balance.
+
: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.
  
−
===General===
+
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.
  
−
Company Database
+
===Ticketing Module===
−
:'''Upgraded to version 21.15.'''
 
  
−
Reports
+
End of Day<BR>
−
:Log selected printer name in session log when printing report.
+
Order List
−
:Eliminate exception when closing the report after cancelling the query.
+
: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.
  
−
Windows Client
+
On-Hand Inquiry
−
:'''Updated DevExpress library to version 20.2.14.'''
+
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
  
−
===Services===
+
Reprint Tickets
 +
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
  
−
Device Server
+
===Accounts Receivable Module===
−
:'''Add support for Digital Fleet status interface.'''
 
  
−
Keystone REST Server (KServer)
+
Credit Card Pre-Approvals
−
:Keystone Online Customer Portal API: Change CustomerInvoices endpoint to include original invoice amount (DebitAmt) and current discounted invoice balance (InvoiceBal.)
+
:'''Log field change event for "Comment" field.'''
−
:Version API: Fix "cachegc" endpoint so that garbage collect procedure actually runs.
 
−
:Windows Client A/R API: Modify rdmARProduct/cdsQuotedJobProducts to add "process_parent_jobs" and "process_restricted" parameters.
 
  
−
==Build 4.2.1 - 5/6/2022==
+
Customer Maintenance
 +
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
  
−
===Dispatch Module===
+
Customer Sales Report
 +
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
  
−
Cash Payment Entry
+
Import Tickets<BR>
−
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode" when clicking the Cancel button after previously entering and printing a payment receipt.
+
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.
  
−
Order Maintenance
+
Job Price Maintenance
−
:When deleting an order, first check if there are associated tickets, if so display a message and abort.
+
:Fixed exception when deleting a job.
−
:If the user blanks out the Unit Price, substitute zero as the value.
+
: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.
−
:Recalculate loads immediately when the Override Load Size is changed.
 
  
−
Schedule
+
Print Invoices<BR>
−
:When refreshing schedule data, silently ignore REST errors 12029 (cannot connect to server) and 12030 (server connection error.)
+
Reprint Invoices
 +
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
  
−
===General===
+
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.)
  
−
Windows Client
+
Product Maintenance
−
:Change default for "Application Server Ping Interval" option to 295 seconds.
+
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
−
:Do not retry on REST timeout errors (eliminates runaway condition for long-running queries.)
+
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
−
:Default REST request timeout increased to 60 seconds.
 
  
−
===Services===
+
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.
  
−
Device Aggregator
+
Ticket Inquiry
−
:Handle case where device server opens a new connection where the previous connection is still considered "open" by the 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.)
 +
: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.)
  
−
Device Server
+
===Inventory Module===
−
:'''For Trimble XML status interface, import "employee_code" as Driver Id.'''
 
  
−
Keystone REST Server (KServer)
+
Inventory Transfers
−
:Backoffice A/R API: CustomerPayment endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
+
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
−
:Online Customer Portal API: OrderRequest endpoint - Mark date parameter as such to ensure only date portion is set.
 
−
:Windows Client System Device API v2: updatebatchstart endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client System Device API v2: loadautoreturn endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
−
:Windows Client Dispatch Methods API: VoidLoadBringdown endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
 
  
−
==Build 4.2 - 4/29/2022==
+
===Quote Module===
  
−
===New Feature===
+
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.'''
  
−
'''A new feature has been added which can periodically send a "heartbeat" signal from the Windows Client to the Application Server. This is important on networks with VLANs since they often will disconnect "idle" connections after a period of time (generally an hour but this can vary.) If you find that users who have left the menu and/or options open but idle encounter "not responding" or lockups this may be indicative of the network connection being disconnected by a VLAN/firewall. Please contact support if this is happening on your system to configure the "heartbeat" feature.'''
+
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===
 
===Accounts Payable Module===
  
−
Check Register<BR>
+
Import Invoices
−
MTD Check Register
+
:'''Add ability to import due date.'''
−
:Adjust report layout to more closely resemble the old (non-generic) versions.
+
 
 +
===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===
 
===General===
  
−
Generic Reports
+
DataScope<BR>
−
:Report Sequence will now be saved from one run to the next.
+
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.
  
−
System Options Maintenance
+
Windows Client
−
:'''Add "Application Server Ping Interval" option to SYSTEM section.'''
+
: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.)
−
:'''Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.'''
+
:Ensure that the Application Server "ping" is executed once per client application.
−
:Logout/Login to company after existing the option.
 
  
 
===Services===
 
===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
 
Device Server
−
:Fix ULINK batch control ticket transmission when sending mix design with ticket to avoid repeating field #142 - metric weights flag (introduced in 4.1.4.)
+
:'''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)
 
Keystone REST Server (KServer)
−
:Windows Client A/P Report API: Adjust A/P Check Register & A/P MTD Check Register report layouts to more closely resemble the old (non-generic) versions.
+
:'''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 4.1.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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