Release Notes for Keystone 5.1.x

NOTE: Items in bold type are NEW features.

Release 5.1.0.0 - 10/15/2025

Dispatch Module

Cash Payment Entry

Fix issue where in certain cases a payment ticket with a blank Customer ID was generated.

Order Maintenance

Prevent deleting product lines on a closed order.

Update order slump when line 1 product is changed.

Record an event when any of the Tax Code columns are changed on the Products grid.

When copying an order from another plant set the Tax Authority of the copied order correctly based on the new plant.

Add "Created By" field to ticket history grid showing the user that originally created the ticket.

Ticket Printing

Added warning if the ticket date is prior to today.

Void Tickets

Fix Access Violation when voiding a ticket.

Ticketing Module

Ticket Printing

Added warning if the ticket date is prior to today.

Accounts Receivable Module

Aged Trial Balance

Add user checkbox option to print commas in amounts.

Customers Maintenance

Change the description for the "Web CCPay" column on the Contacts grid to "Web Pay".

Drivers Maintenance

Prevent using the same Driver Number value for multiple drivers.

Email Invoices

Fix so the invoice always includes all tickets.

Add ability to select either an invoice session or a single customer.

Add Load Invoice List button to allow the user to setup all parameters before loading invoices.

Products Maintenance

Fix Orders Today/Future values to include Ticketing orders.

Orders Future value no longer includes today's orders.

Quick Ticket Entry

When editing an existing line, do not copy any fields from the previous ticket.

Trucks Maintenance

Prevent using the same Unit Id value for multiple trucks.

Void Invoice

When voiding an invoice all G/L transactions will be generated with a "Standard" transaction type.

Voided Tickets Report

New report showing all voided tickets for a specific date range.

Ticket Maintenance

Add ability to upload and link documents.

Quote Module

Print Quote

Added ability to print Tax Column 1 thru 3 amounts on the quote.

Quote Maintenance

Add ability to upload and link documents.

Accounts Payable Module

A/P ACH Export

Added (optional) ability to export the Company Id in mixed-case (instead of forcing to upper-case.)

Aged Trial Balance

Add user checkbox option to print commas in amounts.

Aged Trial Balance Export

Added user option to export in Summary mode.

Import Invoices

Added ability to import P.O. number.

Print Checks

Fix issue where the negative check error message did not indicate the correct invoice.

Vendors Maintenance

Add ability to upload and link documents.

Re-Print ACH Stubs

Updated for Email ACH Stubs option.

Vendors Maintenance

Remove G/L accounts in classes A/R, Bank Account and A/P from the Expense G/L dropdown list.

Purchase Order Module

Purchase Orders Maintenance

Added ability to change the Vendor Id on a purchase order with no linked receipts.

Add ability to enter comments using F5.

Purchase Orders Maintenance

Add ability to upload and link documents.

Cash Management Module

Transaction Entry

Fix EInvalidOperation when using F4 search in the Target G/L grid column after selecting an account from the drop-down list.

General Ledger Module

Accounts Maintenance

When an error occurs when saving an account, delete all newly added events.

Document Imaging

Document Type Maintenance

Add Base Filename field.

Add "Doc Path Id" field.

Requires access code to change the "Doc Path Id" for types that have existing documents.

Added drop-down lists for Doc System ID, Source App and Source Table fields.

Add "Upload Doc Allowed" checkbox.

Show Source App/Table in Doc Type dropdown.

System Menu

Add Company

Add "Business GUID" field.

Utilities

User Option Maintenance

New option added to the Utilities menu. Currently this allows the user to setup the Visible Plants for Dispatch & Ticketing.

Query Export

Fix freezing issue that occurred when running multi-company query that required the DB to be upgraded (only for long-running DB upgrades.)

General

Company Database

Company Database updated to version 26.03.

Document Database

Document Database updated to version 2.0.

Keystone Setup

Display friendly service description when stopping/starting Keystone services.

System Database

System database updated to version 6.03.

System Map

Fix Access Violation when switching to the Route tab (introduced in 5.0.2.2.)

Fix issue where two maps could not be open at the same time.

System Menu

Added HTML viewer for Release Notes and License Agreement.

Windows Client

Fix issues with pop-up windows "hiding" behind other windows.

Fix issue with "on-demand" lookups where the data in the lookup list would not refresh properly when using the UP/DOWN arrows without the lookup list dropped down.

Services

Application Server

Fix "EOleException: G/L transactions not found or mismatched" when voiding a zero-dollar A/P invoice.

Device Server

Send "job site location" to HaulHub.

Fix issues when using EOL/EOLHEX on variable length record scales.

KServer Dashboard API

Fix "timeinstatusminutes" query in dispatchtime endpoint (minutes should be integers.)

KServer Driver API

Fix GPS issue when calling endpoints.

KServer GPS API

Add DriverList endpoint.

KServer Keystone Online Customer Portal API

Add "DetailedYardageReport" endpoint.

KServer Keystone Online Dashboard API

Add plant selection to "slsforward" endpoint.

Updated endpoints.

KServer Windows Client A/P Reporting API

Modified endpoints for Email ACH Stubs changes: APPrintChecks, APReprintChecks.

KServer Windows Client Document API

Add endpoints: getdoclink, setdoclink, updatenulldoclinks.

Add endpoints: rdmDoDocIdx/cdsDocIdx_DocTypes, getdoclink, setdoclink and setolddoclink.

KServer Windows Client Document Methods API

New API containing "newdocument" endpoints.

Keystone REST Server (KServer)

Properly indicate a voided ticket when re-sending to HaulHub.

Add FileCopy action.

Add KNewDocument action.

Fix intermittent issues with lookup caching (most common were Quotes not appearing in the drop-down list after entering new ones.)

Fix issue where Company ID from the authorization key was not propagating from the authorized endpoint to unauthorized endpoints.

Keystone Relay

Fix intermittent failure to start properly after system reboot.

Fix issue where unhandled exception would crash the service.

Web Server

Display a Description in the Windows Services dialog.

KServer Windows Client Device API v2

Adjust queries involving driver table to pull GPS Driver Number from the driver table instead of the translate table.

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