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 4.2.6 - 8/22/2022==
+
===Services===
  
===Payroll 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.)
Tax Library
 
:'''Updated to 2022-R9 version.'''
 
 
 
===General===
 
  
Reports
+
Keystone Relay Server
:Resolve issue where "Print to PDF" would not work properly when clicking the F12 Print button on the preview window (introduced in 4.2.4.6.)
+
:Retry every 15 minutes if the connection to the relay service fails.
  
==Build 4.2.5 - 8/10/2022==
+
==Build 5.0.1 - 5/23/2025==
  
 
===Dispatch Module===
 
===Dispatch Module===
  
Ticket Printing
+
Order Maintenance
:'''Add "Clear" button to the right of the Qty On Board field of the ticket stub screen.'''
+
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
:'''Add additional DOT-specific fields to support HaulHub.'''
 
 
 
Truck Demand Graph
 
:Fix graph shows no results when one or more loads have a NULL plant number.
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
 
Customer Maintenance
 
:'''Add Products tab to setup list of products that this customer is restricted to.'''
 
:'''Add DOT tab.'''
 
:Remove "Default Job Id" field (introduced in 4.2.1.3.)
 
 
Customer Price Maintenance
 
:'''Add Pending Price and Pending Date fields to price grid.'''
 
 
Email Invoices
 
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
 
Email Orders
 
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
 
Email Statements
 
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
 
Group Price Maintenance
 
:'''Add Pending Price and Pending Date fields to price grid.'''
 
 
Import Tickets
 
:'''Add support for importing tab-delimited text files.'''
 
 
Job Price Maintenance
 
:'''Add Pending Price and Pending Date fields to detail grid.'''
 
 
Plant Maintenance
 
:'''Add new fields to DOT tab.'''
 
 
Print Statements
 
:Fix transaction statement type to respect the "Print Zero Balance Customers", "Print Paid Invoices" and "Print Cleared Invoices Since" options.
 
:'''Save "Print Void Invoices" checkbox on Setup tab from run to run.'''
 
  
 
Product Maintenance
 
Product Maintenance
:'''Add Pending Price and Pending Date fields to header area.'''
+
:Fix issues looking up product codes containing plus signs (+).
:'''Add Customers tab to setup list of customers that this product is restricted to.'''
 
  
Reprint Tickets
+
===General Ledger Module===
:'''Add "Invoice Number" and "Invoice Date" selection for invoiced tickets.'''
 
:Fix "Customer Class" selection not working.
 
  
Setup Pending Prices
+
Import Payroll Transactions
:Update Last Change Date/Time and User in job detail when job prices changed.
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
:Update Last Change Date/Time and User in quote detail when quote prices changed.
 
:'''Add PEND_COMMIT_SESSION field to record session number where price changes are committed permanently.'''
 
:'''Add PEND_LAST_CHANGE and PEND_LAST_USER fields to record the last change date/time and user whenever a pending price is added/changed.'''
 
:'''When displaying the prices in the grid, show prices that have existing pending dates at the top of the list.'''
 
:'''Change caption on Post button to "Commit Permanently" and color the button red.'''
 
:'''Add warning about unbilled tickets to the Commit Permanently button message.'''
 
:When a pending price is manually entered, set the pending price date.
 
:When a pending price is manually cleared, clear the pending price date.
 
 
 
Truck Maintenance
 
:'''Add DOT tab.'''
 
 
 
===Quote Module===
 
 
 
Quote Maintenance
 
:'''Add "Last Changed" and "Changed By" columns to Products grid.'''
 
:'''Add Pending Price and Pending Date fields to detail grid.'''
 
 
 
===Payroll Module===
 
 
 
Email Direct Deposit Stubs
 
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
 
 
 
Tax Library
 
:'''Upgraded to version 2022-R8b.'''
 
  
 
===General===
 
===General===
  
System Menu
+
Company Database
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
: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.
System Option Maintenance
 
:'''Add "Printer Type Map" option to SYSTEM section.'''
 
 
 
Reports
 
:'''Add generic printer type to session log when printing report.'''
 
:Fix issue with checklist selection criteria showing extra items when item descriptions contain semicolons.
 
:Add "message-id" header to SMTP mail message when emailing report to solve Google Mail issues.
 
  
 
===Services===
 
===Services===
 
Application Server
 
:'''Add additional DOT-specific fields to support HaulHub.'''
 
:'''When validating batch weights, calculate the theoretical weight for each ingredient to support HaulHub.'''
 
 
Device Aggregator
 
:'''Add additional batch weight fields to support HaulHub when processing batch results.'''
 
  
 
Device Server
 
Device Server
:'''Completed implementation of HaulHub batch weight notification device.'''
+
:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
:Add "message-id" header to SMTP mail message to solve Google Mail issues.
+
:'''Add "GA" as a supported state for HaulHub.'''
  
KServer
+
Keystone REST Server (KServer)
:Online Customer Portal API: Modify OrderRequest endpoint to replace delvDt field with delvDtStart and delvDTEnd fields.
+
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
:'''Windows Client AR API: Add "qryDOT" query to rdmARCustomer/cdsMaster endpoint.'''
+
: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.'''
  
==Build 4.2.4 - 7/18/2022==
+
Relay Server
 +
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
  
===Dispatch Module===
+
==Build 5.0 - 5/1/2025==
  
Order Maintenance
+
===New Features===
:When using View Order function from Schedule, change caption of Order Maintenance window to "View Dispatch Order."
 
:Don't display warning messages when closing View Order.
 
  
===Accounts Receivable Module===
+
Keystone Relay
 
+
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
Reprint Tickets
 
:Fix exception "EFOpenError: Could not open the form file" when checking the "Use Form COPIES" checkbox.
 
 
 
===Payroll Module===
 
 
 
Tax Library
 
:'''Updated to 2022-R8 version.'''
 
 
 
===General===
 
 
 
File Maintenance
 
:Reset ViewOnlyMode when main form closes.
 
 
 
===Services===
 
 
 
Device Aggregator
 
:When a new client subscribes to a scale, it will now immediately return the last received weight from that scale (it won't wait until the scale weight changes.)
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
:'''Dispatch API v2: Add "JobLot" and "JobBlock" fields to Order object in ScheduleOrderLoads endpoint.'''
+
:Improved cache handling which eliminates extra database queries and is more performant.
:'''FX API: Add "battolldsz" endpoint.'''
+
:Require authorization header for most API calls.
:FX API: Fix "battol" endpoint to return one record per day.
 
  
==Build 4.2.3 - 6/9/2022==
+
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.
  
===Accounts Receivable Module===
+
===Dispatch Module===
  
Print Statements
+
End of Day<BR>
:'''Add new "Transaction" statement type (contact support if you need this.)'''
+
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.
  
===Purchase Order Module===
+
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.
  
Print Purchase Orders
+
Reprint Tickets
:'''Add ability to print extended backordered amount (per line item) and backordered total (contact support if you need this.)'''
+
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
  
===Services===
+
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.
  
Device Aggregator
+
System Map
:Add additional diagnostic information when processing batch results.
+
: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.
  
Keystone REST Server (KServer)
+
===Ticketing Module===
:'''FX API: Add "battol" endpoint.'''
 
:Windows Client Quote Lookup API: Slight performance improvement to rdmQTQuote/cdsKey endpoint.
 
  
==Build 4.2.2 - 5/23/2022==
+
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.
  
===Dispatch Module===
+
On-Hand Inquiry
 +
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
  
Cash Payment Entry
+
Reprint Tickets
:'''Add support for "Plant/Order" plant tax authority method.'''
+
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
  
Order Maintenance
+
===Accounts Receivable Module===
: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===
+
Credit Card Pre-Approvals
 +
:'''Log field change event for "Comment" field.'''
  
Order Maintenance
+
Customer Maintenance
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
:'''Add support for "Plant/Order" plant tax authority method.'''
 
 
 
Order Stack
 
: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===
+
Customer Sales Report
 +
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
  
Cash Posting
+
Import Tickets<BR>
:Force Check Number to uppercase.
+
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.
  
 
Job Price Maintenance
 
Job Price Maintenance
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
: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.
  
Open Ticket Stack
+
Print Invoices<BR>
:Fix exception "EDatabaseError: cdsDocIdx_Link Field 'DOC_ID' not found".
+
Reprint Invoices
:Fix Access Violation exceptions when putting individual tickets on hold.
+
:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
: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
+
Print Statements
:'''Add "Plant/Order" Tax Authority method option.'''
+
: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.)
  
Quick Ticket Entry
+
Product Maintenance
:'''Add support for "Plant/Order" plant tax authority method.'''
+
: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.'''
  
Ticket Maintenance
+
Reprint Invoices
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
: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 support for "Plant/Order" plant tax authority method.'''
+
 
 +
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 Module===
  
Valuation Report
+
Inventory Transfers
:Obtain standard cost from product transactions.
+
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
  
 
===Quote Module===
 
===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
 
Quote Maintenance
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode".
+
: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===
  
Invoice Vouchering
+
Import Invoices
:Fix exception "EDatabaseError: cdsDetail Dataset not in edit or insert mode".
+
:'''Add ability to import due date.'''
  
===Purchase Order Module===
+
===Cash Management Module===
  
Purchase Order Maintenance
+
Import C/M Transactions
:'''When emailing a P.O., add ability to select vendor purchasing contacts from a dropdown list.'''
+
: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.)
  
===Payroll Module===
+
===General Ledger Module===
  
Payroll Tax Library
+
Import Payroll Transactions
:'''Updated to 2022-R6a version (AL, OK, UT 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.'''
  
===Cash Management Module===
+
===Payroll Module===
  
Bank Account Maintenance
+
Tax Library
:Fix disrepancy between Current Balance and Statement Reconciliation Curent Balance.
+
:'''Updated to version 2025-R2.'''
  
 
===General===
 
===General===
  
Company Database
+
DataScope<BR>
:'''Upgraded to version 21.15.'''
+
Query Export
 
+
:Fix exception "EDBClient" when deleting a query.
Reports
 
:Log selected printer name in session log when printing report.
 
:Eliminate exception when closing the report after cancelling the query.
 
  
Windows Client
+
Sales Tax
:'''Updated DevExpress library to version 20.2.14.'''
+
:Modified sales tax calculation to properly handle a negative taxable amount.
  
===Services===
+
Setup
 +
:Delete obsolete files when updating an existing Keystone installation.
  
Device Server
+
System Menu
:'''Add support for Digital Fleet status interface.'''
+
:Reduce delay when closing the menu.
 
+
:Set a default password for the "ADMIN" user when installing a new system.
Keystone REST Server (KServer)
 
:Keystone Online Customer Portal API: Change CustomerInvoices endpoint to include original invoice amount (DebitAmt) and current discounted invoice balance (InvoiceBal.)
 
: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==
 
 
 
===Dispatch Module===
 
 
 
Cash Payment Entry
 
:Fix exception "EDatabaseError: cdsMaster Dataset not in edit or insert mode" when clicking the Cancel button after previously entering and printing a payment receipt.
 
 
 
Order Maintenance
 
:When deleting an order, first check if there are associated tickets, if so display a message and abort.
 
:If the user blanks out the Unit Price, substitute zero as the value.
 
:Recalculate loads immediately when the Override Load Size is changed.
 
 
 
Schedule
 
:When refreshing schedule data, silently ignore REST errors 12029 (cannot connect to server) and 12030 (server connection error.)
 
 
 
===General===
 
  
 
Windows Client
 
Windows Client
:Change default for "Application Server Ping Interval" option to 295 seconds.
+
: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.)
:Do not retry on REST timeout errors (eliminates runaway condition for long-running queries.)
+
:Ensure that the Application Server "ping" is executed once per client application.
:Default REST request timeout increased to 60 seconds.
 
  
 
===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
 
Device Aggregator
:Handle case where device server opens a new connection where the previous connection is still considered "open" by the aggregator.
+
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
  
 
Device Server
 
Device Server
:'''For Trimble XML status interface, import "employee_code" as Driver Id.'''
+
:'''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)
:Backoffice A/R API: CustomerPayment endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
+
:'''Add "KCompanyReset" action.'''
:Online Customer Portal API: OrderRequest endpoint - Mark date parameter as such to ensure only date portion is set.
+
:'''Add "validate" parameter to "KDBRestore" action.'''
:Windows Client System Device API v2: updatebatchstart endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
+
:Fix "ClearCaches" action.
:Windows Client System Device API v2: loadautoreturn endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
+
:Fix "NextEndPoint" action to support cross-authorization endpoints.
:Windows Client Dispatch Methods API: VoidLoadBringdown endpoint - Mark date/time parameters as such to avoid setting milliseconds portion of time.
+
: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.
  
==Build 4.2 - 4/29/2022==
+
----
 
 
===New Feature===
 
 
 
'''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.'''
 
 
 
===Accounts Payable Module===
 
 
 
Check Register<BR>
 
MTD Check Register
 
:Adjust report layout to more closely resemble the old (non-generic) versions.
 
  
===General===
+
[[Release Notes for Keystone 4.7.x]]
  
Generic Reports
+
[[Release Notes for Keystone 4.6.x]]
:Report Sequence will now be saved from one run to the next.
 
  
System Options Maintenance
+
[[Release Notes for Keystone 4.5.x]]
:'''Add "Application Server Ping Interval" option to SYSTEM section.'''
 
:'''Add "Application Server Ping Excluded IP Addresses" option to SYSTEM section.'''
 
:Logout/Login to company after existing the option.
 
  
===Services===
+
[[Release Notes for Keystone 4.4.x]]
  
Device Server
+
[[Release Notes for Keystone 4.3.x]]
: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.)
 
  
Keystone REST Server (KServer)
+
[[Release Notes for Keystone 4.2.x]]
: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.
 
 
 
----
 
  
 
[[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.

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