Difference between revisions of "New Keystone Releases"

From GivenHansco Keystone Help
Jump to navigation Jump to search
m (1 revision imported)
 
(116 intermediate revisions by 2 users not shown)
Line 1: Line 1:
−
(Items in '''bold type''' are NEW features.)
+
__TOC__
  
−
==Build 3.6 - 8/30/2019==
 
  
−
===Dispatch Module===
+
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
Concrete Calculator
+
==Build 5.0.2 - 5/30/2025==
  
−
<blockquote>Fix mismatch between shape drop-down and grid shape column descriptions.
+
===Services===
−
</blockquote>
 
−
End of Day
 
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
Application Server
−
</blockquote>
+
: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.)
−
Order Maintenance
 
  
−
<blockquote>'''Add &quot;Delivery Instructions 1&quot; field to advanced order search dialog.'''
+
Keystone Relay Server
 +
:Retry every 15 minutes if the connection to the relay service fails.
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
==Build 5.0.1 - 5/23/2025==
  
−
'''Add ability to specify Plant Mix Type on an order basis (contact support if you need this feature.)'''
+
===Dispatch Module===
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
Order Maintenance
 +
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
===Accounts Receivable Module===
  
−
When viewing the map window, the F2 (Ok)/F12 (Print) keys were not working.
+
Product Maintenance
 +
:Fix issues looking up product codes containing plus signs (+).
  
−
When copying an order, verify that the Customer and Plant Id fields are not blank.
+
===General Ledger Module===
−
</blockquote>
 
−
Print Orders
 
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
Import Payroll Transactions
−
</blockquote>
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
−
Re-Transfer Tickets
 
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
===General===
−
</blockquote>
 
−
Ticket Printing
 
  
−
<blockquote>'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
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.
  
−
'''Apply mix modifier product(s) when sending mix design to batch control.'''
+
===Services===
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
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.'''
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
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.'''
  
−
Reload ticket customer prior to generating batch control data.
+
Relay Server
−
</blockquote>
+
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
−
Truck Demand Graph
 
  
−
<blockquote>'''Add user option to add an extra 1 yard load for plus orders.'''
+
==Build 5.0 - 5/1/2025==
−
</blockquote>
 
−
Void Tickets
 
  
−
<blockquote>'''Send void ticket notification to Keystone Online dispatch event device.'''
+
===New Features===
−
</blockquote>
 
−
===Ticketing Module===
 
  
−
End of Day
+
Keystone Relay
 +
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
  
−
<blockquote>Fix Ticket Date warning (added in 3.5.8.1) when the Beginning Date is left blank.
+
Keystone REST Server (KServer)
−
</blockquote>
+
:Improved cache handling which eliminates extra database queries and is more performant.
−
Order Maintenance
+
:Require authorization header for most API calls.
  
−
<blockquote>'''Display product warning message after entering Product Id.'''
+
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.
  
−
'''Display &quot;job expired&quot; warning immediately after entering Job Id for a quoted job whose prices have expired.'''
+
===Dispatch Module===
  
−
'''Add &quot;Contact Name&quot; to F4 search field list.'''
+
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.
  
−
'''Use current PC clock date as delivery date when creating orders.'''
+
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.
  
−
When copying an order, verify that the Customer Id field is not blank.
+
Reprint Tickets
−
</blockquote>
+
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
−
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.
+
Schedule
−
</blockquote>
+
: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.
−
Print Orders
+
: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.
  
−
<blockquote>Fix incorrect &quot;Delivered Sales Tax&quot; total.
+
System Map
−
</blockquote>
+
:Fix END point of directions to show actual address of the end point of the route.
−
Re-Transfer 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.
  
−
<blockquote>Retrieve tickets from sales history for Export Ticketing locations.
+
===Ticketing Module===
−
</blockquote>
 
−
Ticket Printing
 
−
 
 
−
<blockquote>'''Display product warning message after entering Product Id.'''
 
−
 
 
−
'''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.'''
+
End of Day<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.
  
−
'''Use current PC clock date as ticket date when creating tickets.'''
+
On-Hand Inquiry
 +
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
  
−
Send Order Load Number and Keystone Online Business Key fields with ticket data to batch control link.
+
Reprint Tickets
 +
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
  
−
Reload ticket customer prior to generating batch control data.
 
−
</blockquote>
 
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
A/R Cash Posting
+
Credit Card Pre-Approvals
−
 
+
:'''Log field change event for "Comment" field.'''
−
<blockquote>'''Show Void Reason at top of Invoice History form.'''
 
−
</blockquote>
 
−
A/R Inquiry
 
  
−
<blockquote>Do not bold Invoice Number if Invoice Notes tab only contains blanks.
+
Customer Maintenance
−
</blockquote>
+
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
−
Automatic Product Maintenance
 
  
−
<blockquote>'''Add ability to setup automatic product to match product codes using base product/plant id.'''
+
Customer Sales Report
 +
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
  
−
'''Italicize inactive automatic products on the main grid.'''
+
Import Tickets<BR>
 +
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.
  
−
'''Indicate &quot;Match Products on Base&quot; by including an asterisk (*) after the Products summary.'''
 
−
</blockquote>
 
−
Credit Card Pre-Approval
 
−
 
−
<blockquote>'''Significant performance improvement when loading orders.'''
 
−
</blockquote>
 
−
Import Tickets
 
−
 
−
<blockquote>'''Add CSV_AUTOFIELDS configuration option for import batch tickets.'''
 
−
 
−
'''Add &quot;Job Block&quot; field to Jonel batch ticket import.'''
 
−
 
−
'''Significant performance improvement when importing online and remote tickets.'''
 
−
 
−
Show reconcile error dialog when a required field has an invalid value.
 
−
 
−
Display message and abort when errors occur when applying tickets to the database.
 
−
</blockquote>
 
−
Inventory Purchase Receipts Batch Register
 
−
 
−
<blockquote>'''Add &quot;Receipt No.&quot; field to report.'''
 
−
</blockquote>
 
 
Job Price Maintenance
 
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.
  
−
<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.)'''
+
Print Invoices<BR>
−
</blockquote>
+
Reprint Invoices
−
Open Ticket Stack
+
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
  
−
<blockquote>Eliminate delay when the &quot;Reprice All&quot; button is clicked and there are a large number of open tickets.
+
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.)
  
−
Eliminate delay when closing the option after repricing tickets when there are a large number of open tickets.
+
Product Maintenance
−
 
+
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
−
When using the keyboard shortcuts to select vendors and due dates, you must now hold CTRL and SHIFT with the shortcut key.
+
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
−
 
 
−
Fix Access Violation exceptions and issues with column sorting.
 
−
</blockquote>
 
−
Physical Inventory Entry
 
−
 
 
−
<blockquote>Prevent entering a negative count.
 
−
</blockquote>
 
−
Plant Maintenance
 
−
 
 
−
<blockquote>Fix issue where &quot;Devices&quot; tab only shows last device after accepting plant changes.
 
−
</blockquote>
 
−
Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
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.
  
−
'''Add ability to print e-ticket document images on invoices.'''
+
Ticket Inquiry
−
</blockquote>
+
: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.)
−
Product Maintenance
+
: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.)
  
−
<blockquote>'''Add support for &quot;Mix Modifier&quot; products.'''
+
===Inventory Module===
−
</blockquote>
 
−
Re-Print Invoices
 
  
−
<blockquote>'''Add ability to show ticket subtotal after each ticket (contact support if you need this feature.)'''
+
Inventory Transfers
 +
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
  
−
'''Add ability to print e-ticket document images on invoices.'''
 
−
</blockquote>
 
 
===Quote Module===
 
===Quote Module===
  
−
Print Quotes
+
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.'''
  
−
<blockquote>'''Add ability to print product Plant Number, Plant Name and Plant Screen Id (contact support if you need this feature.)'''
 
−
</blockquote>
 
 
Quote Maintenance
 
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.
  
−
<blockquote>'''Add &quot;Create Order&quot; option to re-book job dialog.'''
 
−
</blockquote>
 
 
===Accounts Payable Module===
 
===Accounts Payable Module===
  
−
A/P Handwritten Check Entry
+
Import Invoices
 +
:'''Add ability to import due date.'''
  
−
<blockquote>Fix so discount is properly applied when referencing a previously vouchered invoice with no discount originally entered.
+
===Cash Management Module===
  
−
Assign discount date when referencing a previously vouchered invoice with no discount date originally entered.
+
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.)
  
−
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.
 
−
</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.
 
−
</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.
 
−
</blockquote>
 
−
Vendor Invoice History
 
−
 
−
<blockquote>Show Void Date for voided invoices.
 
−
</blockquote>
 
 
===General Ledger Module===
 
===General Ledger Module===
  
−
Trial Balance
+
Import Payroll Transactions
−
 
+
:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
−
<blockquote>'''Add &quot;Account Type&quot; as the first field in all report sequences.'''
+
:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''
  
−
'''Add &quot;Account Type&quot; group indication and subtotals.'''
 
−
</blockquote>
 
 
===Payroll Module===
 
===Payroll Module===
  
−
Calculate Payroll
 
−
 
−
<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.
 
−
</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.
 
−
</blockquote>
 
 
Tax Library
 
Tax Library
 +
:'''Updated to version 2025-R2.'''
  
−
<blockquote>'''Updated to 2019-R9 version (ID, MA, MO, VT states.)'''
 
−
</blockquote>
 
 
===General===
 
===General===
  
−
DataScope
+
DataScope<BR>
−
 
 
−
<blockquote>'''Add support for security roles on custom queries.'''
 
−
 
 
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
 
−
</blockquote>
 
−
Device Maintenance
 
−
 
 
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
</blockquote>
 
−
Document Preview
 
−
 
 
−
<blockquote>'''Add support for PDF documents.'''
 
−
</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.'''
 
−
</blockquote>
 
−
General
 
−
 
 
−
<blockquote>'''Add Help-&gt;GivenHansco Web Site menu option.'''
 
−
 
 
−
Do not display the tab caption in bold if the memo field on the tab consists only of blanks.
 
−
 
 
−
Verify that connection to application server is still valid prior to requesting or posting data.
 
−
</blockquote>
 
 
Query Export
 
Query Export
 +
:Fix exception "EDBClient" when deleting a query.
  
−
<blockquote>'''Add option to export to XLSX file.'''
+
Sales Tax
−
 
+
:Modified sales tax calculation to properly handle a negative taxable amount.
−
'''Add support for security roles on custom queries.'''
 
  
−
'''Add Roles, Menu Key and Pub(lic) columns to query list grid.'''
+
Setup
−
</blockquote>
+
:Delete obsolete files when updating an existing Keystone installation.
−
Reports
 
  
−
<blockquote>Change default report image method to &quot;Synopse GDI&quot; to improve images on forms.
 
−
</blockquote>
 
 
System Menu
 
System Menu
 +
:Reduce delay when closing the menu.
 +
:Set a default password for the "ADMIN" user when installing a new system.
  
−
<blockquote>'''On the Edit User dialog, add &quot;(10 characters max)&quot; hint after Password field.'''
+
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.)
−
'''CTRL+UP and CTRL+DOWN may be used to adjust the size of the menu font.'''
+
:Ensure that the Application Server "ping" is executed once per client application.
−
 
 
−
'''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.
 
−
 
 
−
Do not include custom queries for non-existent or non-allowed menu keys.
 
  
−
Some custom queries were not showing up on the menu because of a blank (as opposed to null) Menu Key.
 
−
</blockquote>
 
 
===Services===
 
===Services===
−
 
+
 
 
Application Server
 
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.
  
−
<blockquote>'''Calculate reasonable defaults for the number of pooled database connections available to the Application Server and KServer.'''
 
−
 
−
'''Support multiple application servers at a single site.'''
 
−
 
−
'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
 
−
'''Add log message when system license info changed.'''
 
−
 
−
Only send active load statuses when sending dispatch events.
 
−
</blockquote>
 
 
Device Aggregator
 
Device Aggregator
 +
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
</blockquote>
 
 
Device Server
 
Device Server
 +
:'''Add order location notify device for Keystone Online.'''
 +
:Change default product code length to 20 characters for ALL ULINK batch controls.
  
−
<blockquote>'''Add support for &quot;Dispatch Event&quot; devices.'''
 
−
 
−
'''Add &quot;Keystone Online&quot; batch control link.'''
 
−
 
−
'''Add &quot;Keystone Online&quot; dispatch event device.'''
 
−
 
−
'''Send void ticket notification to Keystone Online dispatch event device.'''
 
−
 
−
When voiding a ULINK ticket, Include failure message response in error log.
 
−
</blockquote>
 
 
Keystone REST Server (KServer)
 
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.
  
−
<blockquote>'''All standard lookup list queries have been moved to KServer.'''
+
----
−
 
 
−
'''Database Backup and Restore moved to KServer.'''
 
−
 
 
−
'''Keystone Update moved to KServer.'''
 
−
 
 
−
'''Dispatch Schedule and Truck grid data is now obtained from KServer.'''
 
−
 
 
−
'''Some file lists and reports have been moved to KServer.'''
 
−
 
 
−
'''Document Imaging document list/document retrieval moved to KServer.'''
 
−
 
 
−
'''Improved logging capabilities.'''
 
−
 
 
−
'''Add &quot;IPAllowed&quot; and &quot;RequestThreads&quot; configuration parameters.'''
 
−
 
 
−
'''Setup multiple threads (256 maximum) for HTTP server.'''
 
−
 
 
−
'''Add support for &quot;list&quot; parameters.'''
 
−
 
 
−
'''Add support for &quot;MS Access&quot; databases.'''
 
−
 
 
−
'''Support dynamic construction of WHERE clause for SELECT queries.'''
 
−
 
 
−
'''Add support for &quot;range&quot; filters on query parameters.'''
 
−
 
 
−
'''Support singleton auto-run item (once per server.)'''
 
  
−
'''Version API: Add statistics endpoints.'''
+
[[Release Notes for Keystone 4.7.x]]
  
−
'''FX API: Significant performance improvement in &quot;matreqdet&quot; query in materialrequiredbyhour endpoint.'''
+
[[Release Notes for Keystone 4.6.x]]
  
−
'''Stonemont API: Significantly improve performance of queries in &quot;xbatchresults&quot;, &quot;xbatchresultscondensed&quot; and &quot;xpost_mixdesigns&quot; endpoints.'''
+
[[Release Notes for Keystone 4.5.x]]
  
−
'''Improved query caching method.'''
+
[[Release Notes for Keystone 4.4.x]]
  
−
'''Add Keystone Online Customer Portal API.'''
+
[[Release Notes for Keystone 4.3.x]]
  
−
'''It is no longer necessary to create separate configuration options for each company database.'''
+
[[Release Notes for Keystone 4.2.x]]
  
−
Several fixes in cache handling, logging and multi-threading logic.
+
[[Release Notes for Keystone 4.1.x]]
  
−
Handle escaped characters correctly in query parameter values.
+
[[Release Notes for Keystone 4.0.x]]
  
−
Fix discrepancy between &quot;ScheduleByPlant&quot; in Dispatch API and Dispatch Schedule.
+
[[Release Notes for Keystone 3.6.x]]
−
 
 
−
Delay AUTORUN processing for one minute after startup.
 
−
 
 
−
Use single background task to communicate with device aggregator that reads a queue of commands.
 
−
 
 
−
Dispatch v2 API: Exclude void loads in the &quot;Loads&quot; return data of the &quot;ScheduleOrderLoads&quot; endpoint.
 
−
 
 
−
Dispatch v2 API: Exclude void loads in the &quot;ScheduleOrders&quot; endpoint.
 
−
 
 
−
FX API: Fix &quot;materialrequiredbyhour&quot; endpoint to use the load's plant number instead of the order's to properly handle cross-shipping.
 
−
 
 
−
GPS API: Fix &quot;truckticketinfo&quot; endpoint to return GPS plant number using translated version of Keystone plant number.
 
−
 
 
−
Stonemont API: Several fixes (date/time handling, doubledecode URL parameters.)
 
−
 
 
−
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.
 
−
 
 
−
When running autorun query, first check that database version is current, abort if not.
 
−
 
 
−
FX API: Fix enddate parameter in 'dispatchtime' endpoint to properly set the time portion to 23:59:59.
 
−
 
 
−
Driver API: Change 'ticket' endpoint to avoid adding ####K### suffix to document filename.
 
−
</blockquote>
 
−
 
 
−
----
 
  
 
[[Release Notes for Keystone 3.5.x]]
 
[[Release Notes for Keystone 3.5.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

Retrieved from "http://104.43.204.248/wiki/index.php?title=New_Keystone_Releases&oldid=1677"