Difference between revisions of "New Keystone Releases"

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

Difference between revisions of "New Keystone Releases"

Latest revision as of 02:32, 31 May 2025

Contents

Build 5.0.2 - 5/30/2025

Services

Build 5.0.1 - 5/23/2025

Dispatch Module

Accounts Receivable Module

General Ledger Module

General

Services

Build 5.0 - 5/1/2025

New Features

Dispatch Module

Ticketing Module

Accounts Receivable Module

Inventory Module

Quote Module

Accounts Payable Module

Cash Management Module

General Ledger Module

Payroll Module

General

Services

Navigation menu

Personal tools

Namespaces

Variants

Views

More

Search

Navigation

Tools

@@ Line 4: / Line 4: @@
 <p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
-==Build 4.3.8 - 3/3/2023==
+==Build 5.0.2 - 5/30/2025==
-===Dispatch Module===
-Order Maintenance
-:'''Add "% Super Plas" (super-plasticizer) field.'''
-Re-Print E-Ticket Documents
-:'''New option added to the Dispatch Utilities menu which allows e-ticket documents to be printed on demand.'''
-Schedule
-:Fix plant demand graph to include the dispatch time when generating the graph.
-:Fix the double "View Order" buttons on the order popup menu when the user does not have permission to edit orders.
-:Fix issue when entering a Quick Order where if you hover the mouse over the products grid and use the mouse scroll wheel (before entering the Customer Id/Order Id) you would not be able to complete the order.
-:Fix issue where "View Order" allowed products to be deleted from the order.
-:'''Display driver/truck license expiration warnings on ticket stub screen.'''
-Truck Demand Graph
-:'''All backend processing has been moved to the Keystone REST Server.'''
-:Use current date and time when displaying the graph for today.
-===Accounts Receivable Module===
-Print Dunning Letters
-:'''Add Customer Credit Status selection.'''
-Product Maintenance
-:'''Show Last Produced Date and Last Sale Date on Inventory tab.'''
-Quick Ticket Entry
-:Fix product dropdown list not being populated when a customer is entered without a job.
-Re-Print A/R Documents
-:'''New option added to the A/R Setup/Utilities menu which allows documents to be printed on demand.'''
-===Inventory Module===
-Production Receipts
-:Update Last Produced Date field for top-level product.
-===Quote Module===
-Quote Maintenance
-:'''Apply salesperson override to new quotes when the logged in user is locked to a specific salesperson.'''
-===Payroll Module===
-Employee Maintenance
-:'''Add validation for Social Security Number as per SSA rules.'''
-Tax Library
-:'''Updated to version 2023-R3.'''
-===General===
-Email Forms Options<BR>
-Forms Reports
-:Fix to select the proper form when two forms are available but the first one is marked inactive.
-:'''The form dropdown list will now include the new Description field added to Form Maintenance.'''
-Form Maintenance
-:'''Add Description field.'''
-Windows Client
-:Fix issue where the width of a tab that is showing a bold caption would be too narrow and would clip off the end of the caption.
-:'''Add "West Virginia" to DOT State dropdown list.'''
 ===Services===
-Device Server
+Application Server
-:'''Add "ConnectInterval" scale device parameter (default 2 seconds) to specify delay when opening the scale device fails.'''
+: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.)
-:'''When sending tickets to ULINK batch control, send order "% Super Plas" field as ULINK fields #87 and #94.'''
-:'''Add "WV" to list of supported states for HaulHub batch weight notification device.'''
-Keystone REST Server (KServer)
-:'''Customer Portal API v2: Add "includeproducts" parameter to CurrentOrders endpoint.'''
-:Customer Portal API v2: Signficant performance improvement to CurrentOrders endpoint.
-:Customer Portal API v2: Modify "OrderDetails" endpoint to also return unshipped loads.
-:Driver API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
-:GPS API: Modify "truckticketinfo" endpoint to properly return an active load that was scheduled more than 12 hours from the current time.
-:'''Windows Client A/R Report API: Add ARDocumentList endpoint.'''
-:'''Windows Client Dispatch API v2: Add new endpoints for truck demand graph.'''
-:'''Windows Client Dispatch Lookup API: Add new endpoints for truck demand graph.'''
-:Windows Client Document Imaging API: Fix rdmDoDocIdx/cdsDocIdx_LinkType endpoint to return all document types when DOC_TYPE parameter is not specified.
-==Build 4.3.7 - 1/27/2023==
+Keystone Relay Server
+:Retry every 15 minutes if the connection to the relay service fails.
-===Accounts Payable Module===
+==Build 5.0.1 - 5/23/2025==
-A/P Federal & State 1099 Export
+===Dispatch Module===
-:'''Add separate entry fields for the minimum amounts for the three supported forms (1099-INT, 1099-MISC and 1099-NEC.)'''
-===Payroll Module===
+Order Maintenance
+:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.
-Tax Library
-:'''Updated to version 2023-R2a.'''
-===General===
-DataScope
-Query Export
-:'''Queries created by the logged in user will always appear on the query list.'''
-:'''Add "Created By" column to the query list.'''
-:Fix issue with queries setup based on security roles not being handled correctly when displaying the query list.
-System Menu
-:Fix issue with queries setup based on security roles not being handled correctly when setting up the Custom Reports/Exports submenu.
-===Services===
-Device Server
-:Fix issues with date conversion for third-party status and some batch devices (introduced in 4.3.5.2.)
-Keystone REST Server (KServer)
-:Change method of determining database cache versions to improve performance.
-==Build 4.3.6 - 1/24/2023==
 ===Accounts Receivable Module===
-Customer Maintenance
+Product Maintenance
-:Fix exception "EDBClient Data is read only" when attempting to delete a customer.
+:Fix issues looking up product codes containing plus signs (+).
-Job Price List
-:'''Add ability to print customer terms description on form (contact support if you need this.)'''
-Product List
-:Print correct U/M when listing product components.
-===Accounts Payable Module===
-Reprint Checks
-:'''Add Vendor Sequence Code option to report sequence.'''
-===Payroll Module===
-Calculate Payroll
+===General Ledger Module===
-:Fix payroll tax calculation to propertly calculate RI SDI tax (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
-Company Summary Report
+Import Payroll Transactions
-:Fix totals for Social Security Gross not matching other payroll summary reports.
+:When importing G/L transactions include only the transactions for the payroll run number being imported.
-Setup Tax Codes
-:'''Add drop-down list to Tax Library Id field.'''
-:'''Add hint messages for local taxes.'''
 ===General===
-Windows Client
+Company Database
-:'''Add system option to specify whether fonts should be scaled automatically when the a particular option is resized.'''
+:Fix DIPTRKGPS_NEW_STATUS procedure (status 8 should always set the truck in-yard time.)
-:Reduce CPU usage of common logging module.
+:Fix handling of parameters being sent to KServer such that a parameter value containing a '+' sign will be correctly handled.
-:Fix issue introduced in 4.2.6.27 when refreshing client cache.
 ===Services===
-Application Server
-Device Aggregator
 Device Server
-Keystone REST Server (KServer)
+:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
-:Reduce CPU usage of common logging module.
+:'''Add "GA" as a supported state for HaulHub.'''
-:Improve thread-safety of region-based functions.
-Device Server
-:Reduce CPU usage for scales that can be read a line at a time.
-:Fix scale reading issue when server is stopped/started.
 Keystone REST Server (KServer)
-:'''Windows Client Dispatch API v2: Improve performance of schedule queries by implementing conditional caching (future.)'''
+: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.'''
-==Build 4.3.5 - 1/13/2023==
+Relay Server
+:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
-===Accounts Receivable Module===
+==Build 5.0 - 5/1/2025==
-Job Price Maintenance
-:Fix issue where if a customer had ONLY inactive jobs and you click in the Job Id field, then check the menu option "Lookup Inactive Job Prices", then click the Job Id dropdown you would not see any jobs in the list (introduced in 4.3.)
-===Dispatch Module===
-Schedule
-:'''Add system option to use the Application Server to provide schedule data rather than the Keystone REST Server.'''
-===Payroll Module===
-Calculate Payroll
+===New Features===
-:Fix payroll tax calculation to properly calculate CA SDI tax for 2023 (<span style="color:red;">please contact support for required payroll configuration changes to complete the fix for this issue.</span>)
-===Services===
+Keystone Relay
+:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
-Device Aggregator
-:Fix crashing/lockup issue that was related to using the "Test" function in Device Maintenance.
 Keystone REST Server (KServer)
-:'''Windows Client Ticketing API: The queries for the Ticketing Order Stack are now cached which will improve performance.'''
+:Improved cache handling which eliminates extra database queries and is more performant.
+:Require authorization header for most API calls.
-==Build 4.3.4 - 1/9/2023==
+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===
-Order Maintenance
+End of Day<BR>
-:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
+Load Schedule Report<BR>
-:Improve performance of contact query.
+Order List
-:Eliminate unnecessary re-querying of plant, job price and zone data.
+: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.
-Ticket Printing
-:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Dispatch Ticket" checkbox in Customer Maintenance.'''
-:Eliminate unnecessary re-querying of plant, job price and zone data.
-===Ticketing Module===
 Order Maintenance
-:'''When adding a new order, set the "Print Ticket" checkbox based on the "Print Ticketing Ticket" checkbox in Customer 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.
-:Improve performance of contact query.
+: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.
-Ticket Printing
+Reprint Tickets
-:'''When adding a new ticket, set the "Print Ticket" field based on the "Print Ticketing Ticket" checkbox in Customer Maintenance.'''
+:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
-:Eliminate unnecessary re-querying of plant, job price and zone data.
-:When showing the ticket stub screen, the Driver Name will no longer show the first name in the driver list when the Driver Id is blank (introduced in 4.3.)
-===Accounts Receivable Module===
+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.
-Customer Maintenance
+: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.)
-:'''Add "Print Dispatch Ticket" and "Print Ticketing Ticket" checkboxes.'''
+: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.
-Job Price Maintenance
+:Do not allow a truck to be swapped to itself.
-:Improve performance of contact query.
-Setup Pending Prices
-:Fix exception "EDatabaseError: Field SESSION_NO must have a value" when tabbing out of the Pend Date field on the last line of the grid.
-:Fix issue when committing prices permanently where if you were positioned on any record other than the first one, the change for that record would not be committed.
-:'''When "Commit Permanently" is clicked, the price changes are now also saved.'''
-:'''When "Commit Permanently" is clicked, display an informational message after all the price changes have been committed.'''
-Ticket Maintenance
-:Eliminate unnecessary re-querying of plant, job price and zone data.
-===Inventory Module===
-Purchase Receipts
-:Fix Product Id dropdown so it only includes stocked products (introduced in 4.3.)
-===Quote Module===
-Quote Maintenance
-:Improve performance of contact query.
-===Accounts Payable Module===
-Handwritten Check Entry
-:For non-vouchered invoices, link P.O. receipts and generate product transactions.
-===Payroll Module===
-Print 941 Schedule B
-:'''Save "Company FICA Tax" and "Company Medicare Tax" settings from run to run.'''
-Print W-3 Form
-:'''Updated for 2022 (no changes from 2021.)'''
-Tax Library
+System Map
-:'''Updated to version 2023-R1d (IL, MD, MI, MN, NC, OR, RI, VT states.)'''
+: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.
-===General===
+:Fix several issues with Route map display failing to appear.
-File Maintenance
-:When committing changes, first check to see if the detail records need to be resequenced before performing the resequence operation.
-===Services===
-Keystone REST Server (KServer)
-:Fix memory leaks when running SELECT query while processing a PUT/POST method.
-:Driver API: Optimize contacts, batwtcontacts and ordcmpcontacts queries in truckticketinfo endpoint.
-:Driver API: Optimize Contacts query in notifyordercomplete endpoint.
-:Online E-Ticketing API: Optimize TicketEMailRecipients query in TruckTicketInfo endpoint.
-:Quote API: Optimize Contacts query in Quote endpoint.
-:Windows Client A/R API: Optimize qryContact query in rdmARJobPrice/cdsMaster endpoint.
-:Windows Client Device API v2: Optimize TicketEmailRecipients (contact) query in VehicleStatusUpdate endpoint.
-:Windows Client Dispatch API v2: Optimize qryContact query in rdmDIOrder/cdsMaster endpoint.
-:Windows Client Quote API: Optimize qryContact query in rdmQTQuote/cdsMaster endpoint.
-:Windows Client Ticketing API: Optimize qryContact query in rdmTIOrder/cdsMaster endpoint.
-==Build 4.3.3 - 12/27/2022==
-===Payroll Module===
-Tax Library
-:'''Updated to 2023-R1b version (CO, DC, IN, MS, MO, ND states.)'''
-===General===
-Windows Client
-:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item (improved fix from the previous fix in 4.3.1.1.)
-===Services===
-Keystone REST Server (KServer)
-:Fix GetSystemOption function to run the query only once per request (previously when called from a detail-level query would run the query once for each detail record.)
-:'''Add "Condition" property to AutoRun section of endpoint.'''
-:Version API: Add endpoint condition for "logquerystats" endpoint.
-:Windows Client Device API v2: Significant performance improvement to "loadautoreturn" endpoint.
-==Build 4.3.2 - 12/21/2022==
-===Dispatch Module===
-Order Maintenance
-:Fix product lookup for line 1 when using a job with the Tkt/Ord Products option set to Quoted Products Only Line 1 (introduced in 4.2.6.17.)
-Print Orders
-:'''Add ability to print Zone Description the form.'''
-Schedule
-:'''Add optional fields to the Clocked In Trucks grid: Last Cust Name, Last Mix, Last Mix Desc.'''
 ===Ticketing Module===
-Print Orders
+End of Day<BR>
-:'''Add ability to print Zone Description the form.'''
+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.
-Weigh Truck
+On-Hand Inquiry
-:Force Truck Number to uppercase when adding a new truck on the fly.
+:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
-===Accounts Receivable Module===
+Reprint Tickets
+:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
-A/R Inquiry
-Cash Posting
-:Use "CASH" (uppercase) when the check number for a payment is blank.
-Apply Service Charges
-:Force A/R GL to uppercase when adding a new one on the fly.
-:Force Svc Chg GL to uppercase when adding a new one on the fly.
-:Force Exempt Code to uppercase when adding a new one on the fly.
-Open Ticket Stack
-:Instead of refreshing the dataset when OK/Cancel clicked, close/open the dataset.
-:The date/plant checklists will now include all tickets (not just the ones that are visible on the grid.)
-:Fix inability to change Tax Code after using F9 Edit Ticket.
-Plant Maintenance
-:Force Sys Loc to uppercase when adding a new one on the fly.
-:Force Ship Group to uppercase when adding a new one on the fly.
-Product Maintenance
-:Force Tax Code to uppercase when adding a new one on the fly.
-Void Invoice
-:When generating the zero-dollar check, use the letter "V" followed by the invoice number as the check number.
-===Inventory Module===
-Inventory Reconciliation
-:Fix re-reconcile warning so it works correctly when selecting one or more Reconcile Groups.
-===Accounts Payable Module===
-Print Checks
-:Incorporate negative check warning in the check generation logic instead of running a separate query prior to generating checks (performance improvement.)
-Vendor Maintenance
-:'''Add F4 search to all G/L account fields on the G/L Setup tab.'''
-===Cash Management Module===
-Statement Reconciliation
-:When a transaction is cleared, set the Clear Date to the reconciliation target date.
-===Payroll Module===
-Setup Company
-:Force State Code to uppercase when adding a new one on the fly.
-Tax Library
-:'''Updated to version 2023-R1a (Federal, IA, NM, NY.)'''
-Timecard Maintenance
-:Fix issue where override amount could not be entered on the Override tab even though the definition allows it (introduced in 4.2.6.9.)
-===Job Cost Module===
-Job Maintenance
-:Force Job Group to uppercase when adding a new one on the fly.
-Trx Type Maintenance
-:Force Unit of Measure to uppercase when adding a new one on the fly.
-===General===
-Keystone Setup
-:No longer installs the WebView2 runtime on versions of Windows prior to 8.1/Server 2012-R2.
-System Menu
-:Fix so Query and Location datasets are cached on the client.
-:Fix issue on Windows 7/Windows Server 2012 where the menu would "freeze" trying to display the Keystone News wiki page.
-Windows Client
-:In master-detail maintenance options, fix issue where using PageUp/PageDown after doing an F4 search on the group key would not position to the correct item.
-===Services===
-Application Server
-:'''When a customer contact is changed, send a contact event to the website if "Web Access" is changed from Y to N.'''
-Device Aggregator
-:Fix "Test Link" function crashing the client thread.
-Keystone REST Server (KServer)
-:Driver API: Fix "truckticketinfo" endpoint to property calculate "grandtotal" and "qtydel" field values when products are added to the ticket after shipping a load.
-==Build 4.3.1 - 11/27/2022==
-===Accounts Payable Module===
-Federal & State 1099 Export
-:'''Updated for tax year 2022.'''
-:'''Remove IA_BEN payer element (not required for 2022.)'''
-:'''Add empty box 13 for 1099-MISC (new for 2022.)'''
-:'''Add Vendor Id selection.'''
-Print 1099 Forms
-:'''Updated for tax year 2022.'''
-:'''The IRS 2022 1099 forms require printing the last two digits of the tax year.'''
-===Payroll Module===
-ACA 1094/1095 Export
-:'''Updated for tax year 2022 (no changes.)'''
-:'''Add Employee Id selection.'''
-Federal & State W-2 Export
-:'''Updated for tax year 2022 (no changes.)'''
-:'''Add Employee Id selection.'''
-Print W-2 Forms
-:'''Updated for tax year 2022 (no changes.)'''
-===Cash Management Module===
-Statement Reconciliation
-:Fix issue where changing the Reconciliation Target Date did not always update the list of transactions correctly (introduced in 4.2.6.34.)
-==Build 4.3 - 11/18/2022==
-===Dispatch Module===
-Order Maintenance
-:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
-:Improve performance of quoted job product lookup.
-:Improve performance of job lookup by loading jobs for current customer only.
-:Widened "Event Date/Time" on the Events tab.
-Schedule
-:'''Add prompt if schedule already open, allow user to select to view current schedule or open new one.'''
-:'''Add order SHIP_TO_2 as an optional schedule grid field.'''
-Ticket Printing
-:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
-:'''When sending mix design along with ticket to batch control, display warning messages for incorrect mix design but allow to send only the ticket data (no mix design data.)'''
-:Improve performance of quoted job product lookup.
-:Improve performance of job lookup by loading jobs for current customer only.
-:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
-===Ticketing Module===
-Order Maintenance
-:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
-:Improve performance of quoted job product lookup.
-:Improve performance of job lookup by loading jobs for current customer only.
-Ticket Printing
-:The EDIT and VISIBLE security options on Unit Price field are now handled properly.
-:Improve performance of quoted job product lookup.
-:Improve performance of job lookup by loading jobs for current customer only.
-:'''Add Driver Name below the Driver Id field on the ticket stub screen.'''
 ===Accounts Receivable Module===
-A/R Inquiry<BR>
+Credit Card Pre-Approvals
-Cash Posting
+:'''Log field change event for "Comment" field.'''
-:'''Add SESSION_NO, TRANS_NO, LINE_NO to sort sequence for posting history.'''
-Customer Price Maintenance
-:Improve performance of product lookup.
-:Widened "Last Changed" grid column.
 Customer Maintenance
-:Improve performance of product lookup.
+:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
-:Remove DOT tab (obsolete.)
-Delivery Truck Log
+Customer Sales Report
-:Do not include sales history from voided/reversal invoices.
+:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
-Group Price Maintenance
+Import Tickets<BR>
-:Improve performance of product lookup.
+Invoice Register<BR>
-:Widened "Last Changed" grid column.
+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
-:Improve performance of product lookup.
+:Fixed exception when deleting a job.
-:Improve performance of job lookup by loading jobs for current customer only.
+: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.
-:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Salesperson, Usage Type, Zone.
-:Widened "Last Changed" grid column.
-:Zone and Product lookups to are now loaded only when the dropdown is clicked.
-:'''Add state DOT field hint messages.'''
-:Remove "Project Id" on DOT tab (obsolete.)
-:Remove "DOT Job Mix Yr" column on Products grid (obsolete.)
-:'''Add F4 search to Plant Id and Usage Type fields.'''
-:The setup parent job dialog will no longer load the lookup list of all jobs when shown.
-:'''Add ability to add/edit Usage Class on the fly.'''
-:Limit Job Id field to 18 characters when copying a job.
-Open Ticket Stack
+Print Invoices<BR>
-:Improve performance of quoted job product lookup.
+Reprint Invoices
-:Improve performance of job lookup by loading jobs for current customer only.
+:Use the first active invoice form (instead of the default ARINV.FRM) when the ARINV form in the database is marked inactive.
-Plant Maintenance
+Print Statements
-:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
-:Remove "Plant Identifier" on DOT tab (obsolete.)
+:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)
-:'''Add state DOT field hint messages.'''
-:When a Plant Id is renamed, the corresponding GPS Plant Id records in the CCTXTRL table for the old Plant Id were not deleted, resulting in GPS signals no longer being processed for the new Plant Id.
-:When adding a single plant (called from Job Price Maintenance for example) and the user cancels the access code dialog, close the option.
 Product Maintenance
-:'''When sending mix design to batch control, display warning messages for incorrect mix design and do not send to batch control.'''
+:Fix to update the "Profit" value on the Mix Design tab when moving between products.
-:'''Add state DOT field hint messages.'''
+:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
-Quick Ticket Entry
-:Improve performance of quoted job product lookup.
-:Improve performance of job lookup by loading jobs for current customer only.
-Sales Tax Rate Maintenance
+Reprint Invoices
-:'''Add splitter control to adjust heights of locality/rate grids.'''
+:When checking the "Use alternate form" checkbox or changing the selected form, update the Printer Name on screen to reflect the new selected printer.
-:Increase default height of tax locality rate grid.
-:Do not delete tax locality when tax locality structure record deleted.
-Ticket Maintenance
+Ticket Inquiry
-:Improve performance of quoted job product lookup.
+: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.)
-:Improve performance of job lookup by loading jobs for current customer only.
+: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.)
-:Widened "Load Date/Time" column on the Batch Weights tab.
-:Widened dispatch times on the Times/Email tab.
-:Fix issue where scale weight popup would not appear in certain cases.
-Truck Maintenance
-:Remove DOT tab (obsolete.)
-Unit of Measure Maintenance
-:'''Add state DOT field hint messages.'''
 ===Inventory Module===
-Enter Inventory Balances<BR>
-Misc. Inv. Transactions<BR>
-Physical Inventory Entry<BR>
-Production Receipts<BR>
-Purchase Receipts
-:Improve performance of stocked product lookup.
-Inventory Reconciliation
-:Reconcile all transactions on the current reconcile date ignoring reconcile time. (Solves the issue where transactions with a time of 23:59 were ignored on reconcile date.)
 Inventory Transfers
-:Improve performance of stocked product lookup.
+:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
-:'''Add F4 search capability to Transfer In product.'''
 ===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
-:'''Add state DOT field hint messages.'''
+:When creating an order while booking a job, copy the Tax Code 2 and Tax Code 3 fields from quote detail to order detail.
-:Improve performance of product lookup.
+:When creating an order while booking/rebooking a job, properly assign the current SessionNo and create a new TransNo for the new order.
-:Improve performance of quote lookup by loading quotes for current prospect only.
+: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.
-:Improve option startup time by loading these lookups only when the dropdown is clicked: Credit Terms Class, Job Class, Job Tax Code, Plant, Product, Product Tax Code, Reason Code, Salesperson, Usage Type, Zone.
+:The Email BCC and Receipt fields were truncating the saved system option values to 80 characters.
-:Widened "Last Changed" products grid column.
-:'''Add F4 search to Plant Id and Usage Type fields.'''
-:Do not load list of all jobs at startup.
-:'''Add ability to add/edit Usage Class on the fly.'''
-:Limit Quote Id field to 18 characters when copying a quote.
 ===Accounts Payable Module===
-Handwritten Check Entry
-:When posting the batch, write check number to G/L transaction table.
 Import Invoices
-:Fix exception "EghRSHTTPNotFound Exception raised: Resource not found" when printing the imported batch list (introduced in 3.6.29.2.)
+:'''Add ability to import due date.'''
-Print Checks
+===Cash Management Module===
-:Do not process void invoices with a non-zero To Pay amount.
-Select Invoices for Payment
+Import C/M Transactions
-:Fix so saving changes does not update any void invoices.
+: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.)
-===Cash Management Module===
+===General Ledger Module===
-Statement Reconciliation
+Import Payroll Transactions
-:When reconciling transactions, set the CLEAR_DATE to the Reconciliation Target Date.
+:'''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===
-Employee Maintenance
-:Remove "$" on Current Balance and New Balance fields on Enter New Loan dialog.
 Tax Library
-:'''Updated to 2022-R12 version (AR, KY, MT, NE, VA states and FICA.)'''
+:'''Updated to version 2025-R2.'''
-===Purchase Order Module===
+===General===
-Purchase Order Maintenance<BR>
+DataScope<BR>
-P.O. Receipt Maintenance
+Query Export
-:Improve performance of vendor product lookup.
+:Fix exception "EDBClient" when deleting a query.
-===General===
+Sales Tax
+:Modified sales tax calculation to properly handle a negative taxable amount.
 Setup
-:'''Automatically install 32 or 64-bit version of KServer based on target Windows version.'''
+:Delete obsolete files when updating an existing Keystone installation.
 System Menu
-:Fix issue where you could right-click the Keystone menu icon in the taskbar and start a second Keystone menu.
+:Reduce delay when closing the menu.
-:'''Show a progress bar in the Keystone taskbar icon when downloading web update.'''
+:Set a default password for the "ADMIN" user when installing a new system.
 Windows Client
-:When displaying a Date/Time value, use the Windows long time format (hh:mm:ss).
+: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.)
-:If the client lookup cache is active and remains valid, do not reload the client lookup cache from the local file (improve lookup performance.)
+: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
-:Improve reliability by splitting logic into modular units, reduce work done in main execution thread, fix potential thread-safety issues.
+:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
 Device Server
-:'''Completed implementation of the HaulHub batch weight notification device.'''
+:'''Add order location notify device for Keystone Online.'''
-:Send notification in the HaulHub batch weight notification device only if ticket has information for one of the supported state DOTs.
+:Change default product code length to 20 characters for ALL ULINK batch controls.
-:Fix memory leak in the HaulHub batch weight notification device when a ticket does not have information for one of the supported state DOTs.
-:Fix potential thread-safety issues.
-:'''Add default root URL for Keystone Online Contact Notification device.'''
-:All Keystone Online API calls now use "https" prefix by default.
 Keystone REST Server (KServer)
-:'''Add ability to specify conditions for actions.'''
+:'''Add "KCompanyReset" action.'''
-:'''Add LeftStr, MidStr, RightStr and SplitFileLevels functions.'''
+:'''Add "validate" parameter to "KDBRestore" action.'''
-:'''Add "logquerystats" config file parameter.'''
+:Fix "ClearCaches" action.
-:Stonemont QC API: Apply field truncations when posting data to avoid errors.
+:Fix "NextEndPoint" action to support cross-authorization endpoints.
-:Windows Client A/R API: Modify rdmARJobPrice/cdsMaster endpoint to use display key parameters.
+:Limit maximum number of request threads to 16 (reduces resource usage.)
-:Windows Client Dispatch API v2: Fix rdmDISchedule/cdsDIAvailTrucks query to resolve issue where trucks that were active on loads would switch to in-yard when the system clock rolls over midnight.
+:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
-:'''Windows Client Quote API: New API added.'''
+: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]]