Difference between revisions of "New Keystone Releases"

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<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
 
<p><i>NOTE: Items in '''bold type''' are NEW features.</i></p>
  
−
==Build 4.6 - 5/3/2024==
+
==Build 5.0.2 - 5/30/2025==
  
−
===New Features===
+
===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.
  
−
Dispatch Split Orders
+
===Accounts Receivable Module===
−
:'''When setting up loads on an order, you can now override the plant number load-by-load. This can be used to ship one order from two different plants, or to move the remaining loads of an order to another plant. If an order has loads going to two or more different plants, the load will appear multiple times (once for each plant) on the Schedule screen. Order totals will represent the entire order (not the individual plant.)'''
 
  
−
Dispatch Orders can no longer be deleted
+
Product Maintenance
−
:'''The Delete button has been removed from Dispatch Order Maintenance. To indicate that an order is cancelled, set the Order Status to Cancel.'''
+
:Fix issues looking up product codes containing plus signs (+).
  
−
Re-Send Dispatch Event Notifications
+
===General Ledger Module===
−
:'''A new column containing a button has been added to the Loads grid in Dispatch Order Maintenance which allows dispatch event notifications (ex: HaulHub) to be re-sent on demand. This allows order data to be corrected and then re-submitted anytime after the load is shipped.'''
 
  
−
Sending Tickets to Batch Controls
+
Import Payroll Transactions
−
:'''A new warning has been added when sending tickets to Link-20 or Universal Link batch controls if the mix product or any of the ingredient product codes exceed 10 characters in length. This warning will appear on the schedule screen when a load is shipped. The ticket will NOT be sent to the batch control in this case.'''
+
:When importing G/L transactions include only the transactions for the payroll run number being imported.
  
−
===Dispatch Module===
+
===General===
  
−
Mix Design Maintenance
+
Company Database
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
+
: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.
  
−
Order Maintenance
+
===Services===
−
:'''Add field change events for GPS Lat, GPS Long, GPS Radius and GPS Route.'''
 
−
:'''Do not allow orders to be deleted.'''
 
−
:'''Require reason when the order status is changed to "Cancelled".'''
 
−
:'''Display the order cancel reason as a hint on the Order Status dropdown if the status is Cancelled.'''
 
−
:'''Add shading to non-editable fields on Loads grid.'''
 
−
:'''Add ability to override a load's scheduled plant.'''
 
−
:'''Set WillCall Release Time field when W/C flag is first changed from checked to unchecked.'''
 
−
:'''Add support for Split Orders (see New Features above.)'''
 
−
:'''When posting changes to an order, validate that the products are valid for the quoted job if one is specified (contact support if you need this feature.)'''
 
−
:'''Add column to Loads grid which contains a button for shipped loads that triggers a re-send of Dispatch Notifications.'''
 
  
−
Order Maintenance<BR>
+
Device Server
−
Ticket Maintenance
+
:For Keystone Online dispatch event notification, always send the "ticket" object regardless of status (VERSION 2 ONLY.)
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
+
:'''Add "GA" as a supported state for HaulHub.'''
  
−
Order Maintenance<BR>
+
Keystone REST Server (KServer)
−
Ticket Printing
+
:Windows Client Device API v2: Modify "dispatchevent" endpoint to include "OrderKey" field in "Header" object.
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
+
: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.'''
  
−
Schedule
+
Relay Server
−
:'''Add order event for Swap Truck.'''
+
:Log error message if the HybridConnection doesn't exist and loop until INI file settings are changed.
−
:'''Add optional fields Delv Inst 2, Delv Inst 3, Delv Inst 4, Job Class, Mix Desc 2, Order Custom 1, Ship To 3 and Ship To 4 to schedule grid.'''
 
−
:'''Prevent shipping a load if the order plant's Allow Tickets checkbox is unchecked.'''
 
−
:'''Add hover hint on truck status to show batch control error message.'''
 
−
:'''Set WillCall Release Time field when a W/C order is shipped.'''
 
−
:'''Truck grids now sort on plant and truck number by default.'''
 
−
:'''Truck grids now sort truck numbers numerically if appropriate (10, 11, 12, 100, 1100 instead of 10, 100, 11, 1100, 12.)'''
 
−
:After shipping a load, keep the clocked-in trucks grid scrolled to approximately the same position as it was prior to shipping the load.
 
  
−
Schedule<BR>
+
==Build 5.0 - 5/1/2025==
−
Ticket Maintenance<BR>
 
−
Ticket Printing<BR>
 
−
Ticket Stack<BR>
 
−
Weigh Truck
 
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
  
−
Ticket Maintenance
+
===New Features===
−
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
 
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
 
  
−
Ticket Maintenance<BR>
+
Keystone Relay
−
Ticket Stack
+
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''
−
:'''Allow editing of the HOLD field.'''
 
  
−
Ticket Printing
+
Keystone REST Server (KServer)
−
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
+
:Improved cache handling which eliminates extra database queries and is more performant.
−
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
+
:Require authorization header for most API calls.
−
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
 
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
 
  
−
===Ticketing Module===
+
Security Improvements
 +
:Changed default passwords for all Interbase users.
 +
:Removed several Interbase users that are no longer needed.
 +
:Implemented a new algorithm for the Keystone security code.
 +
:Store login passwords as salted hashes instead of encrypted passwords within the database.
 +
 
 +
===Dispatch Module===
 +
 
 +
End of Day<BR>
 +
Load Schedule Report<BR>
 +
Order List
 +
:Fix the "Material Usage Report" to convert the quantity/quantities from the component U/M from the product structure to the component product U/M.
  
−
Order Maintenance<BR>
+
Order Maintenance
−
Ticket 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.
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
+
: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.
  
−
Order Maintenance<BR>
+
Reprint Tickets
−
Ticket Printing
+
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
 
  
−
Order Stack
+
Schedule
−
:'''Add order CUSTOM_1 field as an optional grid field.'''
+
: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.
  
−
Order Stack<BR>
+
System Map
−
Ticket Maintenance<BR>
+
:Fix END point of directions to show actual address of the end point of the route.
−
Ticket Printing<BR>
+
: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.
−
Ticket Stack<BR>
+
:Fix several issues with Route map display failing to appear.
−
Weigh Truck
 
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
  
−
Order Stack<BR>
+
===Ticketing Module===
−
Ticket Printing
 
−
:'''Do not allow tickets to be generated if the plant Allow Tickets checkbox is unchecked.'''
 
  
−
Ticket Maintenance
+
End of Day<BR>
−
:'''Do not allow tickets to be saved if the plant Allow Tickets checkbox is unchecked.'''
+
Order List
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
+
: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 Maintenance<BR>
+
On-Hand Inquiry
−
Ticket Stack
+
:'''Orders, In-Stock and Available fields now reflect today's orders and future orders.'''
−
:'''Allow editing of the HOLD field.'''
 
  
−
Ticket Printing
+
Reprint Tickets
−
:'''Send additional batch control fields: CUSTOM_1, CUSTOM_2, WILLCALL_RELEASE_TIME, TRUCK_PLATE_NO.'''
+
:'''Allow reprinting of all ticketing tickets whether from the plant, office or ticket history tables.'''
−
:'''When an error occurs during ticket commit, void the ticket and set the void reason to the error message.'''
 
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
 
  
 
===Accounts Receivable Module===
 
===Accounts Receivable Module===
  
−
Job Price Maintenance
+
Credit Card Pre-Approvals
−
:Fix exception Control 'THITcxLookupComboBox' has no parent window when product selected and ESC pressed 2 or 3 times.
+
:'''Log field change event for "Comment" field.'''
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4, Comment 2 and Notes 2.'''
+
 
 +
Customer Maintenance
 +
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''
  
−
Open Ticket Stack<BR>
+
Customer Sales Report
−
Ticket Maintenance<BR>
+
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''
−
Truck Maintenance
 
−
:'''Show Description in Truck Id dropdown list, add F4 Search on Description field.'''
 
  
−
Plant Maintenance
+
Import Tickets<BR>
−
:'''Add Events tab.'''
+
Invoice Register<BR>
−
:'''Add field change events for Active Flag, Allow Tickets flag, Plant Type, Default Plant Mix Type, Default Tax Authority, Tax Authority Method, Last Invoice Number, G/L Plant Mask, Sales G/L Plant Mask, GPS Lat, GPS Long, GPS Radius, Last Ticket Number and Device List.'''
+
Invoiced Tickets List<BR>
−
:'''Add "Allow Tickets" checkbox.'''
+
MTD Invoice Register<BR>
−
:Require access code to activate an inactive plant.
+
Pre-Billing Audit List<BR>
−
:Require access code to change Allow Tickets from unchecked to checked.
+
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.
  
−
Print Invoices
+
Job Price Maintenance
−
:Fix invoice separation by division.
+
: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<BR>
 +
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
 
Print Statements
−
:'''Add options to properly separate by job, plant, division.'''
+
:Use the first active statement form (instead of the default ARSTM.FRM) when the ARSTM form in the database is marked inactive.
−
:'''Save the selections in the Division/Plant/Job dropdowns from run to run.'''
+
:Fix report sequence options (except for Customer Id) not sequencing properly (introduced in 4.5.6.10.)
−
:Eliminate Customer/Job report sequence option.
 
  
 
Product Maintenance
 
Product Maintenance
−
:'''Add field change events for the Tax Code fields.'''
+
:Fix to update the "Profit" value on the Mix Design tab when moving between products.
−
:'''Auto-fill Base Product and Plant fields when adding a new product.'''
+
:'''Required and Orders fields on the Inventory tab now reflect today's orders and future orders.'''
−
:Do not allow the user to click into the "Pend Price" and "Pend Date" fields.
+
 
−
:Change Product Id dropdown on Mix Modifier tab to include only products with "Ingredient" product type.
+
Reprint Invoices
−
:'''Perform per-hundred weight conversion (if specified on the U/M) when sending mix design to batch control.'''
+
: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===
  
−
Sales Tax Report
+
Inventory Transfers
−
:'''Add "Include All Tax Entities" checkbox which includes all tax entities whether they have transactions or not.'''
+
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.
  
−
Ticket Maintenance
+
===Quote Module===
−
:'''Add system option to support a drop-down item list for the Custom 1 field (contact support if you need this feature.)'''
 
−
:'''Add field labels (default blank captions) for Ship To 2,3,4, Delv Inst 2,3,4.'''
 
  
−
Truck Maintenance
+
Quote List
−
:'''Add "Description" field.'''
+
:'''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===
 
===Accounts Payable Module===
  
−
A/P Inquiry
+
Import Invoices
−
:'''Add "J/C Qty" and "U/M" fields to Invoice History grid.'''
+
:'''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.)
  
−
Print Checks<BR>
+
===General Ledger Module===
−
Re-Print Checks<BR>
+
 
−
Vendor List<BR>
+
Import Payroll Transactions
−
Vendor Maintenance<BR>
+
:'''Add the "payrollRunType" field to the payroll run drop-down list.'''
−
Void Checks<BR>
+
:'''Add system option to optionally consolidate C/M check/direct deposit transactions by Check Sequence.'''
−
Void Invoices
 
−
:'''Add "Country" field.'''
 
  
 
===Payroll Module===
 
===Payroll Module===
  
 
Tax Library
 
Tax Library
−
:'''Updated to version 2024-R5 (VA state.)'''
+
:'''Updated to version 2025-R2.'''
  
 
===General===
 
===General===
  
−
Form Maintenance
+
DataScope<BR>
−
:Change font for "Form Data" tab to Courier New to match the default font used when printing forms.
+
Query Export
 +
:Fix exception "EDBClient" when deleting a query.
  
−
Form Reports
+
Sales Tax
−
:Do not use forms in the company database that are marked Inactive.
+
:Modified sales tax calculation to properly handle a negative taxable amount.
−
:'''Allow special Unicode characters when printing text on forms.'''
+
 
 +
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
 
Windows Client
−
:Display Entity Id containing an ampersand (&) properly on the Rename Entity dialog.
+
:Fix issue where window handles with a value greater than a 32-bit unsigned integer would cause errors (including "P3 Invalid" message when starting an option from the menu.)
−
:'''Add system option to allow captions for screen controls to be overridden (contact support if you need this feature.)'''
+
:Ensure that the Application Server "ping" is executed once per client application.
−
:File Maintenance: For options that support events, fix exception "Missing Event Type Record for type 'MA'" when saving the item after clicking the "Type" column dropdown in the Events grid.
 
−
:File Maintenance: Fix exception "EDBClient in module dsnap270" when attempting to delete an item with events.
 
  
 
===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.
  
−
Application Server
+
Device Aggregator
−
:Disable KServer access to database being upgraded during upgrade process.
+
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
  
 
Device Server
 
Device Server
−
:'''Add validation of all product code lengths before sending tickets or mix designs to batch control.'''
+
:'''Add order location notify device for Keystone Online.'''
−
:Do not truncate any product code fields for batch protocols.
+
:Change default product code length to 20 characters for ALL ULINK batch controls.
−
:Set default product code length to 10 for Link-20 and ULINK batch protocols, unlimited length for all other batch protocols.
 
−
:'''ULINK: Add fields CUSTOM_1 (172), WILLCALL_RELEASE_TIME (173) and TRUCK_PLATE_NO (174).'''
 
  
 
Keystone REST Server (KServer)
 
Keystone REST Server (KServer)
−
:Eliminate log errors for KUMConvert function when the source quantity and source U/M are null (introduced in 4.5.6.0.)
+
:'''Add "KCompanyReset" action.'''
−
:Prevent new requests from connecting to database being restored or upgraded.
+
:'''Add "validate" parameter to "KDBRestore" action.'''
−
:Improve thread-safety in TghTaskManager and TghRSFileKeyManager classes.
+
:Fix "ClearCaches" action.
−
:When processing CardConnect payments, properly translate PaymentType of "ACH" to Keystone PAY_TYPE "A".
+
:Fix "NextEndPoint" action to support cross-authorization endpoints.
−
:Online Customer Portal API: Modify "CustomerInvoices" endpoint to fix "InvoiceOverflow" field in "Customer" object so it has the correct value.
+
:Limit maximum number of request threads to 16 (reduces resource usage.)
−
:'''Online Customer Portal API: Add "CreditHold" field to "ContactLookup" endpoint.'''
+
:Raise exception when resource is not found when executing an AutoRun endpoint or when executing an endpoint within a query.
−
:Online Customer Portal API: Modify "ContactLookup" endpoint to only return data if the customer is marked Active.
+
:Rollback all database changes for the request if an "exception" action was executed.
−
:Stonemont QC API: Set "decodestrings" option to "html" at the map level.
+
:Improve reliability of startup/shutdown.
−
:'''Windows Client A/P API: Modify "rdmAPCheck/cdsInvHistory" endpoint, add JC_TRX_QTY and JC_UNIT_OF_MEASURE fields.'''
+
:'''Driver API: Add "notifyorderlocation" endpoint.'''
−
:'''Windows Client A/P Report API: Modify "APPrintChecks" and "APReprintChecks" endpoints to return vendor COUNTRY field.'''
+
:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
−
:'''Windows Client A/R API: Modify "rdmARProductStructure/cdsProdStructure" endpoint to obtain PER100_INGTYPE and PER100_RATIO fields.'''
+
:'''External AICrete API v2: New API for AICrete which requires authorization header.'''
−
:'''Windows Client A/R Lookup API: Modify "rdmARTruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
+
:'''External AICrete Datatables: Common datatables unit for AICrete APIs.'''
−
:Windows Client A/R Lookup API: Eliminate client-side cache and conflict with rdmARProduct/cdsKey endpoint on the new-style product lookup/search endpoints (introduced in 4.5.6.0.)
+
:'''External Salesforce API v2: New API for Salesforce which requires authorization header.'''
−
:'''Windows Client Dispatch Lookup API: Modify "rdmDITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
+
:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
−
:'''Windows Client Dispatch Lookup API: Modify "rdmTITruck/cdsKey" endpoint to include truck DESCRIPTION field.'''
+
:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
−
:'''Windows Client Dispatch Methods API: Add "LockNextLoad" and "UnlockLoad" endpoints.'''
+
:Keystone Online APIs: Now require authorization header.
−
:'''Windows Client System Database API: Add "dbresume" and "dbsuspend" endpoints.'''
+
: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 4.5.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

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