New Keystone Releases: Difference between revisions

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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 5.0.2 - 5/30/2025==
==Release 5.2.1.0 - 12/10/2025==


===Services===
===Accounts Receivable Module===
 
====Customer Prices Maintenance====
 
:Fix issue where customer price records could not be deleted (introduced in 5.2.)
 
 
====Re-Print Tickets====
 
:Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.


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
====Print Invoices====
:Retry every 15 minutes if the connection to the relay service fails.


==Build 5.0.1 - 5/23/2025==
====Re-Print Invoices====


===Dispatch Module===
:Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.


Order Maintenance
:When adding a bringdown product, set its Qty Ord to the Line 1 product Qty Ord MINUS Qty Delv.


===Accounts Receivable Module===
===Accounts Payable Module===


Product Maintenance
====Vendors Maintenance====
:Fix issues looking up product codes containing plus signs (+).


===General Ledger Module===
:Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.


Import Payroll Transactions
:When importing G/L transactions include only the transactions for the payroll run number being imported.


===General===
===General===


Company Database
====Reports====
: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.
:'''In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.'''
 
 
====Windows Client====
 
:When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.
 


===Services===
===Services===


Device Server
====Application 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)
:Fix zero cost issues with inventory reconciliation.
: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==
====KServer Keystone Online Dashboard API====


===New Features===
:Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.


Keystone Relay
==Release 5.2.0.0 - 12/4/2025==
:'''New service which provides secure "https" support for KServer endpoints when called by Keystone Online/third parties.'''


Keystone REST Server (KServer)
===New Feature===
:Improved cache handling which eliminates extra database queries and is more performant.
 
:Require authorization header for most API calls.
====Credit Card Fees====
 
:'''Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.'''
 
 
====Save Form Layouts====
 
:'''There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.'''
 
 
====Visual Themes====
 
:'''Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:'''
:'''The default Keystone font now matches the standard Windows font (Segoe UI.)'''
:'''Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)'''
:'''Most icons have been visually improved especially on high-resolution 4K monitors. '''
:'''File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)'''


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===
===Dispatch Module===


End of Day<BR>
====Order List====
Load Schedule Report<BR>
 
Order List
:Remove blank Report Sequence option.
: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====
 
:Remove the MAP button next to the Delivery Instructions fields.
 
:'''Add a warning message when changing Job Id for an existing order.'''
 
:'''Add visual indicator when Slump is changed due to a product change on the order.'''
 
 
====Schedule====


Order Maintenance
:'''Add "Base Mix" as an optional schedule grid field.'''
: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
:'''Added hint message for split orders.'''
:'''Allow reprinting of all dispatch tickets whether from the plant, office or ticket history tables.'''


Schedule
:'''Add "Show Status Hints" to Options menu.'''
: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.)
:'''Add "Status Hint Legend" to Options menu.'''
: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.
:'''Add system option to cache schedule queries to improve performance in certain cases.'''
:Do not allow a truck to be swapped to itself.
 
:Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)


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===
===Ticketing Module===


End of Day<BR>
====Order List====
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
:Remove blank Report Sequence option.
:'''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===
===Accounts Receivable Module===


Credit Card Pre-Approvals
====A/R Inquiry====
:'''Log field change event for "Comment" field.'''
 
:'''Add credit card fee/pay class to Payment History grid.'''
 
 
====Cash Posting Register====
 
:'''Add "Session No" to selection criteria.'''
 
 
====Customer Prices Maintenance====
 
:'''Add Standard Cost field to grid. Add ability to show/hide grid fields.'''
 
 
====Customer Sales by Job====
 
:Fix overlap of long product code and product description.
 
 
====Drivers List====
 
:When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.
 
 
====Email Invoices====
 
:Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.
 
 
====Job Prices Maintenance====
 
:'''When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.'''
 
:'''Changes to the "Inactive" field will now be tracked as a field change event.'''
 
 
====Pay Class Maintenance====
 
:'''New option added to the A/R File Maintenance menu.'''


Customer Maintenance
:'''Record field change events for "Print Dispatch Ticket" and "Print Ticketing Ticket" fields.'''


Customer Sales Report
====Products Maintenance====
:'''Add new sequence options "Profit % This Year (Descending)" and "Profit % This Month (Descending)."'''


Import Tickets<BR>
:When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.
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
: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>
====Sales Tax Rates Maintenance====
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
:'''Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.'''
: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
====Ticket Maintenance====
: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
:'''A warning message will be displayed if the Tax Authority field is left blank.'''
: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===
:'''Ask for a Void Reason when using the F3 Void button.'''


Inventory Transfers
:Fix to no longer adjust the "Qty On Order" of either product when posting the batch.


===Quote Module===
====Void Invoice====


Quote List
:'''Added ability to select multiple invoices to void when using the "Void By Invoice" option.'''
:'''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===


Import Invoices
====Email ACH Stubs====
:'''Add ability to import due date.'''
 
:'''New option added to the A/P Invoicing/Checks menu.'''
 
 
====Federal & State 1099 Export====
 
:'''Updated for 2025.'''
 
 
====Print 1099 Forms (Month End)====
 
:'''Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)'''
 


===Cash Management Module===
====Vendors Maintenance====
 
:Fix typecast exception (Null->OleStr) when adding a new vendor.
 
 
====Handwritten Check Entry====
 
====Invoice Vouchering====
 
====Vendor Classes Maintenance====
 
====Vendors Maintenance====
 
:Allow bank account G/L accounts to be used in Expense G/L dropdown.


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===
===General Ledger Module===


Import Payroll Transactions
====Accounts Maintenance====
:'''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===
:When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.
 
 
===System Menu===
 
====Option Maintenance====
 
:'''Show preview of selected theme and apply to all active Keystone windows when accepted.'''


Tax Library
:'''Updated to version 2025-R2.'''


===General===
===General===


DataScope<BR>
====Company Database====
Query Export
 
:Fix exception "EDBClient" when deleting a query.
:'''Updated to version 26.07.'''
 
 
====Document Database====
 
:'''Updated to version 2.01.'''


Sales Tax
:Modified sales tax calculation to properly handle a negative taxable amount.


Setup
====Keystone Setup====
:Delete obsolete files when updating an existing Keystone installation.


System Menu
:Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
:Reduce delay when closing the menu.
 
:Set a default password for the "ADMIN" user when installing a new system.
:'''Upgraded setup to use light/dark mode based on current Windows settings.'''
 
 
====System Menu====
 
:'''The Entry/Processing submenu has been removed from the Payroll menu.'''
 
:'''Add Visual Theme selector icon to the top of the menu.'''
 
:'''When increased/decreased, the menu font size will now be saved for the currently logged in user and company.'''
 
:When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
 
:Fix issue where there is no Keystone icon in the taskbar during the initial login screen.
 
 
====Windows Client====
 
:Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
 
:'''Add First/Last page buttons to the Document Viewer.'''
 
:'''Use search button in place of blue background for fields where F4 search is available.'''
 
:In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
 
:'''Add new options to File menu: "Reset Form Layout" and "Save Form Layout".'''


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===
===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
====Application Server====
:Move KServer "notifyordercomplete" endpoint from Driver API to Windows Client Dispatch methods API.
 
:'''Modify PrepareRemoteDB to include the new A/R Pay Class table.'''


Device Server
:Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.
:'''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.'''
====Device Server====
:'''Add "validate" parameter to "KDBRestore" action.'''
 
:Fix "ClearCaches" action.
:When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.
: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.
====KServer Dashboard API====
:Rollback all database changes for the request if an "exception" action was executed.
 
:Improve reliability of startup/shutdown.
:'''Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.'''
:'''Driver API: Add "notifyorderlocation" endpoint.'''
 
:Driver API: Removed endpoints "notifyordercomplete", "notifyorderlocation", "notifyorderroute" and "updateordcmpnotify."
:'''Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.'''
:'''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.'''
====KServer Dispatch API v2====
:'''External Stonemont API v2: New API for Stonemont which requires authorization header.'''
 
:'''External Stonemont Datatables: Common datatables unit for Stonemont APIs.'''
:'''Add "NextToLoad" endpoint.'''
: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".
====KServer Driver API====
:'''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."'''
:Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)
: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.
====KServer Keystone Online Back Office API====
:'''Windows Client Quote Reporting API: Add FILE_NO parameter to QTSummaryQuoteList endpoint.'''
 
:'''Windows Client System Database API: Add "companyreset" endpoint.'''
:'''Modify "CustomerPayment" endpoint to create transactions for pay class fees.'''
:'''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.
:Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
 
:Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.
 
 
====KServer Keystone Online Customer Portal API====
 
:'''Modify "CustomerInvoices" endpoint to include pay class fee information.'''
 
:'''Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.'''
 
 
====Keystone REST Server (KServer)====
 
:Fix "EFOpenError" exception during Keystone system installation.
 
:'''Modify KPPTranslate action to handle pay class fees.'''
 
 
====Keystone Relay====
 
:Fix occasional crashes resulting from NullReferenceException.
 
 
====Kserver Datatables API====
 
:'''Updated AP1099FORMBOX for 2025.'''


----
----
[[Release Notes for Keystone 5.1.x]]
[[Release Notes for Keystone 5.0.x]]


[[Release Notes for Keystone 4.7.x]]
[[Release Notes for Keystone 4.7.x]]

Latest revision as of 19:38, 10 December 2025


NOTE: Items in bold type are NEW features.

Release 5.2.1.0 - 12/10/2025

Accounts Receivable Module

Customer Prices Maintenance

Fix issue where customer price records could not be deleted (introduced in 5.2.)


Re-Print Tickets

Fix issue where the form changes due to a plant change, but the TOTAL section of the form is printed using the new plant instead of the current plant.


Print Invoices

Re-Print Invoices

Fix issue where the form changes due to a division change, but the TOTAL section of the form is printed using the new division instead of the current division.


Accounts Payable Module

Vendors Maintenance

Fix exception "The Vendor cannot be deleted: Table unknown APPINVHD_VENDBAL" when deleting a vendor.


General

Reports

In the lookup dropdown list for Selection Criteria, indicate inactive items by including the [INACTIVE] tag prior to the description field. The inactive items are grouped at the end of the lookup list.


Windows Client

When displaying a scale weight, the weight was invisible/hard to read/cut off depending on the visual theme selected.


Services

Application Server

Fix zero cost issues with inventory reconciliation.


KServer Keystone Online Dashboard API

Modify endpoints to use "StartoftheDay" instead of "StartoftheYear" for beginning date.

Release 5.2.0.0 - 12/4/2025

New Feature

Credit Card Fees

Initial work has begun to implement Credit Card Fees in Keystone. The first phase focuses on the Keystone Online customer portal and allows credit card fees to be automatically added based on the chosen payment method. Future phases will allow credit card fees to be applied inside Keystone within Cash Posting and later at the Job/Order/Ticket level.


Save Form Layouts

There are two new options on the "File" menu of every Keystone option. The "Save Form Layout" option will save any changes made to the size/position of the option's form so that the next time the option is run it will reflect the adjusted size/position. This setting is saved for the currently logged in user and company only. The "Reset Form Layout" option will restore the size/position of the option's form to their default values.


Visual Themes

Keystone now supports user-selectable visual themes. By default, Keystone will use a light/dark theme based on the Windows light/dark color theme. Users may also select from a list of available themes which will apply to the currently logged in company. Several other changes have been made as a result of this feature:
The default Keystone font now matches the standard Windows font (Segoe UI.)
Most background colors (used to indicate error/status) have been replaced with icons. There is a new Search icon for fields that allow F4 search in place of the bright blue background. An error icon replaces the yellow background of an invalid email address. A lock icon indicates rows on a grid that cannot be edited (contacts/events.)
Most icons have been visually improved especially on high-resolution 4K monitors.
File Maintenance options now have an icon that indicates whether a new item is being added (replacing the "You are adding..." popup) or edited (replacing the pale, yellow background at the top of the form.)


Dispatch Module

Order List

Remove blank Report Sequence option.


Order Maintenance

Remove the MAP button next to the Delivery Instructions fields.
Add a warning message when changing Job Id for an existing order.
Add visual indicator when Slump is changed due to a product change on the order.


Schedule

Add "Base Mix" as an optional schedule grid field.
Added hint message for split orders.
Add "Show Status Hints" to Options menu.
Add "Status Hint Legend" to Options menu.
Add system option to cache schedule queries to improve performance in certain cases.
Fix issue where a single load order would disappear when printing a ticket and cancelling the printing (or the printing resulted in an error.)


Ticketing Module

Order List

Remove blank Report Sequence option.


Accounts Receivable Module

A/R Inquiry

Add credit card fee/pay class to Payment History grid.


Cash Posting Register

Add "Session No" to selection criteria.


Customer Prices Maintenance

Add Standard Cost field to grid. Add ability to show/hide grid fields.


Customer Sales by Job

Fix overlap of long product code and product description.


Drivers List

When exporting the report and the user clicks Cancel on the "Export Report" file browser dialog, the "Export Complete" message will no longer appear.


Email Invoices

Fix issue when changing the cutoff date and then clicking the Load button without exiting the cutoff date field would (sometimes) result in the invoice list not loading, until you clicked the Load button a second time.


Job Prices Maintenance

When a customer's credit status is BLOCKED, display a warning message when entering a new job for the customer.
Changes to the "Inactive" field will now be tracked as a field change event.


Pay Class Maintenance

New option added to the A/R File Maintenance menu.


Products Maintenance

When editing a mix design, the "Cost" column will now immediately update after the "Qty Per Unit" is changed.


Sales Tax Rates Maintenance

Add "Increase Fee by Tax Rate" checkbox and "Fee Taxable" dropdown list.


Ticket Maintenance

A warning message will be displayed if the Tax Authority field is left blank.
Ask for a Void Reason when using the F3 Void button.


Void Invoice

Added ability to select multiple invoices to void when using the "Void By Invoice" option.


Accounts Payable Module

Email ACH Stubs

New option added to the A/P Invoicing/Checks menu.


Federal & State 1099 Export

Updated for 2025.


Print 1099 Forms (Month End)

Option removed from the A/P Month/Year End menu. (1099 Forms must be printed through the web portal.)


Vendors Maintenance

Fix typecast exception (Null->OleStr) when adding a new vendor.


Handwritten Check Entry

Invoice Vouchering

Vendor Classes Maintenance

Vendors Maintenance

Allow bank account G/L accounts to be used in Expense G/L dropdown.


General Ledger Module

Accounts Maintenance

When using the "Replicate Accts" feature the NRMCA Group field will now be replicated.


System Menu

Option Maintenance

Show preview of selected theme and apply to all active Keystone windows when accepted.


General

Company Database

Updated to version 26.07.


Document Database

Updated to version 2.01.


Keystone Setup

Setup will now terminate a service if it doesn't respond to a stop request in a timely manner.
Upgraded setup to use light/dark mode based on current Windows settings.


System Menu

The Entry/Processing submenu has been removed from the Payroll menu.
Add Visual Theme selector icon to the top of the menu.
When increased/decreased, the menu font size will now be saved for the currently logged in user and company.
When switching to another company that requires a database upgrade, if you answer "No" to the prompt to upgrade the database, you will now be logged back in to the previous company without an error message.
Fix issue where there is no Keystone icon in the taskbar during the initial login screen.


Windows Client

Fix issue where viewing a previously uploaded multi-page PDF document would only show the first page.
Add First/Last page buttons to the Document Viewer.
Use search button in place of blue background for fields where F4 search is available.
In options that have a Contacts tab, allow TAB/Shift-TAB to move out of the Email grid column.
Add new options to File menu: "Reset Form Layout" and "Save Form Layout".


Services

Application Server

Modify PrepareRemoteDB to include the new A/R Pay Class table.
Fix error "The job price cannot be added: Column unknown BASE_PRODUCT" when attempting to save a copied job in Job Price Maintenance.


Device Server

When retrieving batch results from a ULINK batch control, properly handle the case where the batch was loaded just before midnight and the batch results were retrieved after midnight.


KServer Dashboard API

Add "plantactive" field to endpoints: kpi, kpibymo, dispatchtime and materialrequiredbyhour.
Add "PlantList" endpoint which includes inactive plants and a field to indicate whether the plant is active or not.


KServer Dispatch API v2

Add "NextToLoad" endpoint.


KServer Driver API

Modify "ticket" PUT endpoint to delete existing DOTDOCIDX record before adding the new record. (Eliminate double e-tickets when printing invoices.)


KServer Keystone Online Back Office API

Modify "CustomerPayment" endpoint to create transactions for pay class fees.
Modify "CustomerPayment" endpoint to do a case-insensitive lookup of the payment processor pay type.
Fix "CustomerPayment" endpoint to generate separate cash detail records for allowance, discount and fee amounts.


KServer Keystone Online Customer Portal API

Modify "CustomerInvoices" endpoint to include pay class fee information.
Modify OrdReqJobInfo endpoint: Add "autoQty" and "defQty" product fields.


Keystone REST Server (KServer)

Fix "EFOpenError" exception during Keystone system installation.
Modify KPPTranslate action to handle pay class fees.


Keystone Relay

Fix occasional crashes resulting from NullReferenceException.


Kserver Datatables API

Updated AP1099FORMBOX for 2025.

Release Notes for Keystone 5.1.x

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