EFI Pace Release Notes. Version October / 2017

Transcription

1 EFI Pace Release Notes Version October / 2017

2 Introduction Release Notes 3 Copyright by Electronics for Imaging, Inc. All Rights Reserved. EFI Pace Release Notes December, 2018 Version Document Version 44 This publication is protected by copyright, and all rights are reserved. No part of it may be reproduced or transmitted in any form or by any means for any purpose without express prior written consent from Electronics for Imaging, Inc. Information in this document is subject to change without notice and does not represent a commitment on the part of Electronics for Imaging, Inc. Patents This product may be covered by one or more of the following U.S. Patents: 4,716,978, 4,828,056, 4,917,488, 4,941,038, 5,109,241, 5,170,182, 5,212,546, 5,260,878, 5,276,490, 5,278,599, 5,335,040, 5,343,311, 5,398,107, 5,424,754, 5,442,429, 5,459,560, 5,467,446, 5,506,946, 5,517,334, 5,537,516, 5,543,940, 5,553,200, 5,563,689, 5,565,960, 5,583,623, 5,596,416, 5,615,314, 5,619,624, 5,625,712, 5,640,228, 5,666,436, 5,745,657, 5,760,913, 5,799,232, 5,818,645, 5,835,788, 5,859,711, 5,867,179, 5,940,186, 5,959,867, 5,970,174, 5,982,937, 5,995,724, 6,002,795, 6,025,922, 6,035,103, 6,041,200, 6,065,041, 6,112,665, 6,116,707, 6,122,407, 6,134,018, 6,141,120, 6,166,821, 6,173,286, 6,185,335, 6,201,614, 6,215,562, 6,219,155, 6,219,659, 6,222,641, 6,224,048, 6,225,974, 6,226,419, 6,238,105, 6,239,895, 6,256,108, 6,269,190, 6,271,937, 6,278,901, 6,279,009, 6,289,122, 6,292,270, 6,299,063, 6,310,697, 6,321,133, 6,327,047, 6,327,050, 6,327,052, 6,330,071, 6,330,363, 6,331,899, 6,340,975, 6,341,017, 6,341,018, 6,341,307, 6,347,256, 6,348,978, 6,356,359, 6,366,918, 6,369,895, 6,381,036, 6,400,443, 6,429,949, 6,449,393, 6,476,927, 6,490,696, 6,501,565, 6,519,053, 6,539,323, 6,543,871, 6,546,364, 6,549,294, 6,549,300, 6,550,991, 6,552,815, 6,559,958, 6,572,293, 6,590,676, 6,606,165, 6,633,396, 6,636,326, 6,643,317, 6,647,149, 6,657,741, 6,662,199, 6,678,068, 6,707,563, 6,741,262, 6,748,471, 6,753,845, 6,757,436, 6,757,440, 6,778,700, 6,781,596, 6,816,276, 6,825,943, 6,832,865, 6,836,342, RE33,973, RE36,947, D341,131, D406,117, D416,550, D417,864, D419,185, D426,206, D439,851, D444,793. Trademarks The APPS logo, AutoCal, Auto-Count, Balance, Best, the Best logo, BESTColor, BioVu, BioWare, ColorPASS, Colorproof, ColorWise, Command WorkStation, CopyNet, Cretachrom, Cretaprint, the Cretaprint logo, Cretaprinter, Cretaroller, DockNet, Digital StoreFront, DirectSmile, DocBuilder, DocBuilder Pro, DocStream, DSFdesign Studio, Dynamic Wedge, EDOX, EFI, the EFI logo, Electronics For Imaging, Entrac, EPCount, EPPhoto, EPRegister, EPStatus, Estimate, ExpressPay, Fabrivu, Fast-4, Fiery, the Fiery logo, Fiery Driven, the Fiery Driven logo, Fiery JobFlow, Fiery JobMaster, Fiery Link, Fiery Prints, the Fiery Prints logo, Fiery Spark, FreeForm, Hagen, Inktensity, Inkware, Jetrion, the Jetrion logo, LapNet, Logic, MiniNet, Monarch, MicroPress, OneFlow, Pace, PhotoXposure, PressVu, Printcafe, PrinterSite, PrintFlow, PrintMe, the PrintMe logo, PrintSmith, PrintSmith Site, Printstream, Print to Win, Prograph, PSI, PSI Flexo, Radius, Rastek, the Rastek logo, Remoteproof, RIPChips, RIP-While-Print, Screenproof, SendMe, Sincrolor, Splash, Spot-On, TrackNet, UltraPress, UltraTex, UltraVu, UV Series 50, VisualCal, VUTEk, the VUTEk logo, and WebTools are trademarks of Electronics For Imaging, Inc. and/or its wholly owned subsidiaries in the U.S. and/or certain other countries. All other terms and product names may be trademarks or registered trademarks of their respective owners, and are hereby acknowledged.

3 4 EFI Pace Release Notes Table of Contents Introduction... 8 Contact Information... 8 Version Enhancements... 9 Version API... 9 Version Accounting Integration... 9 Version Custom Report Writer... 9 Version Accounting Integration... 9 Version Radius Portal... 9 Version Hardware... 9 Version Accounting Integration API Version PaceConnect Version Accounting Integration Version Hardware Version Accounting Integration Version Accounting Integration Version Accounting Integration Version Estimating Inventory Version API Version Job Billing Version PaceConnect Version Framework User Interface Accounts Payable... 13

4 Introduction Release Notes 5 Accounts Receivable Customization Toolkit Customizations EFI Pace Scheduler Estimating Hardware JDF JMF Job Billing Job History Job Shipments PaceConnect PaceConnect-Metrix PaceConnect-PrintStream PaceConnect-Sage Price List Quoting Purchasing System Setup Unit Of Measure Universal Importer Documentation Version Fixed Defects Version Accounting Integration Version Data Collection Estimating Version PageFlex Integration Version PageFlex Integration Version Accounting Integration Version PaceConnect-PrintFlow Version Accounting Integration Estimating Version Radius Portal Version Estimating Version Job Billing Version API... 25

5 6 EFI Pace Release Notes Version Job Billing PaceConnect Version Estimating Hardware Version Accounting Integration PaceConnect-Metrix Payroll Version Estimating Version Job Billing Purchasing Version Inventory PaceConnect-Metrix PaceConnect-PrintFlow Purchasing Version Estimating Job Billing PaceConnect-Metrix PaceConnect-PrintStream Payroll Version PaceConnect-Metrix Version Framework Job Billing Job Planning PaceConnect-Auto-Count PaceConnect-Metrix Version API Estimating Job Planning Purchasing Version Accounting Integration Estimating Job Control Center Payroll Version Data Collection... 31

6 Introduction Release Notes 7 Estimating Version Accounts Receivable Job Billing PaceConnect-Digital StoreFront PaceConnect-Metrix Version Estimating PaceConnect PaceConnect-Metrix Version User Interface Accounts Payable Accounts Receivable Admin Console Customization Toolkit Estimating General Ledger Inventory Job Billing Job Planning PaceConnect-Metrix PaceConnect-PrintFlow PaceConnect-PrintStream Payroll Price List Quoting Purchasing System Security Universal Importer Workbench System Specifications Hardware and Software PaceConnect Integrations Database Changes Appendix A: Standard Forms With Unit Of Measure Changes... 43

7 8 EFI Pace Release Notes Introduction This guide describes the changes made in EFI Pace version The first part of the guide describes the new feature and enhancement updates to the EFI Pace system, while the second part of the guide lists the defects repaired in version Before you upgrade your EFI Pace system to version 29.01, read the descriptions of the changes made to all the modules that you plan to use. Also read about the minimum system requirements and review any changes with other system users, as applicable. If you have any questions about how the changes may affect you or about changes that you must make to your system before you upgrade your system, please contact your EFI Pace Support representative. Contact Information EFI Support Web Site EFI Customer Care Site Use the EFI Customer Care site to report issues, as well as to track the status of issues you reported. Important You need a user name and password to log into the EFI Customer Care site. Please contact your Customer Support representative to create an account for you. Standard Service Desk hours are 8:00 am to 8:00 pm Eastern Standard Time (Eastern Daylight Time during summer), Monday Friday. Note For problems involving infrastructure (i.e., workstations, networks, operating systems, backup software, printers, third-party software, etc.), contact the appropriate vendor. EFI cannot be responsible for supporting these types of issues. EFI Professional Services US Phone: US Fax: US ProfessionalServicesOperations@efi.com EFI Professional Services can help you perform EFI software installations, upgrades, and updates. This group can also help you implement, customize, and optimize your EFI software plus offer a range of training options.

8 Version Enhancements Release Notes 9 Version Enhancements This section summarizes the system enhancement updates in EFI Pace version by module, including the corresponding issue number. Refer to the Version Fixed Defects topic for detailed descriptions of all defects repaired in this version of EFI Pace. Version API [PACE-52387] The system no longer times out when you use the API to post Inventory records. Version Accounting Integration [PACE-47805] When you use the Onesource integration to calculate tax and invoice shipments with carton contents of job part items, the system uses the shipment address to calculate tax rather than the invoice Sold To address. Version Custom Report Writer [PACE-45702] When you run custom reports that include a shared formula (i.e., showsize) in i-net Designer, the formula now displays the correct result. Please note that you must change the configuration within i-net Designer. Refer to the "Reporting Tasks" section of the Admin Console guide in Online Help for more information. Version Accounting Integration [PACE-47700] The system now populates Address Line 3 in the Jeeves Accounting integration. Version Radius Portal [PACE-47407] The system now retains user-defined inquiries with external objects, even when the Portal is not connected to the Radius database. Version Hardware [PACE-46483] Debian Wheezy was updated to address Linux Q vulnerabilities. This includes a security update to patch Meltdown (CVE ) and Specter (CVE , CVE ) CPU vulnerabilities. You must restart your server after you apply the update for the security patches to work. If you are unsure of how to safely restart the server, please contact EFI Pace Support at Pace.Support@efi.com or at , extension 3.

9 10 EFI Pace Release Notes Version Accounting Integration [PACE-45875] The Job Type Billing Options tab on the Job Type Detail page includes a new Separate Tax Distribution for Rounding check box that determines whether the system adds the rounding amount calculated from tax distributions as a separate tax distribution line or distributes the amount among the existing invoice tax distributions. API [PACE-47299] In the API SDK, the legacy PHP and VB.NET samples are now located in the Unsupported folder. You can use these samples as a reference, but they are no longer maintained. Version PaceConnect [PACE-45871] You can now use the XML data importer to look up an ID ID lookup with an xpath. If you want to update an object through XML but the XML does not contain the object ID, you can identify the object by an xpath with other attributes. For example, you can use a lookup attribute in the XML to update an estimate by its estimate number instead of the estimate ID as follows: <?xml version="1.0" encoding="utf-8"?> <import> <InventoryLines> <InventoryLine lookup="@serialid=1645"> <quantity>1500</quantity> </InventoryLine> </InventoryLines> </import> Version Accounting Integration [PACE-41356] The Invoice Type Add and Detail pages now include the new Create Tax Distribution check box. By default, the check box is selected for invoices, and deselected for pre-bill. You deselect the check box, EFI Pace does not create any tax distributions when you add an invoice. When you select the check box, EFI Pace creates tax distributions, where applicable, when you add or change an invoice. Version Hardware [PACE-44199] Debian Wheezy was updated to address Linux Q vulnerabilities.

10 Version Enhancements Release Notes 11 Version Accounting Integration [PACE-44877] The system now passes the Product Code to OneSource. Version Accounting Integration [PACE-42367] The Other Settings tab on the Job Cost Setup Detail page now includes the new Relieve Partial WIP Per Part field. When you select the check box, the system applies to the individual job parts the WIP/COGS adjustments for any invoice posted with WIP to relieve less than 100%. When you deselect the check box, the system makes all WIP/COGS adjustments to part 1. Version Accounting Integration [PACE-42367] The new Consolidate VAT Tax Distributions check box on the Job Billing Setup Detail page enables you to prevent the system from summarizing invoice tax distributions when VAT (Value Added Tax) is in use. When you select the check box, you can turn off the system behavior of summarizing tax distributions when the country, tax rate and tax category are the same. By turning off summarization, you can now link tax distributions to their originating invoice line/extra. Select the Consolidate VAT Tax Distributions check box on the Job Type/Job Type Billing Options if you want to calculate tax in a country that uses VAT AND you want to use a query or report to link the tax distribution to the invoice line to which it is related. [PACE-42369] You can now enter a tax category on a job product. Version Estimating [PACE-42278] The system now maintains the outside buy template where both estimate and job description velocity templates are created, and contains the new, Use Estimate Description On Convert check box. When you select this check box, the system maintains the description set in the outside buyout from the description template in the estimate over to the job outside buy, rather than the job velocity template overwriting the value. If you force the description in an outside buy template in an estimate, the system copies the forced value to the job on convert, regardless of a job-side velocity template.

11 12 EFI Pace Release Notes Inventory [PACE-42482/PACE-42171/PACE-41315] / / Purchase orders now use dedicated UOMs instead of both a UOM and unit quantity. For example, if an inventory item is purchased by the roll of 100 ft., the system now includes a UOM value of 100ft-Roll instead of only Roll. When you upgrade your system, EFI Pace creates the new UOMs and updates existing inventory items and purchase orders to include the new UOMs in the new Quantity UOM field. The Inventory Item Detail page now includes a green plus sign (+) next to Units of Measure (UOMs) for your convenience. To manually create new purchasing UOMs, click + on the Purchasing UOM tab. Select a naming template for the new purchasing UOM and enter the unit quantity. Before saving the new UOM, EFI Pace checks whether the UOM already exist, and, if so, uses the existing UOM instead to avoid duplicates. Note The system hides any UOM created through the Purchase UOM Add page from all UOM lists unless it is used as a purchasing UOM for an inventory item. Version API [PACE-41361] The InvokeAction API web service now enables you to start, pause, resume and complete a ganged job activity, similar to the process in the Data Collection module user interface. You can find the sample "GangedActivityJobCost" code in the Java source code of the SDK. Version Job Billing [PACE-36770] The Job Billing module now includes the Rate 2 Limit field so that the system can properly handling tax rate limits for certain counties. Version PaceConnect [PACE-41541] The Data Object Event Exporter PaceConnect now supports XML creation using a Velocity template. Version Framework [PACE-36955] EFI Pace now supports whitelisted proxy servers in the appliance configuration to prevent upgrades from reverting whitelisted proxy servers.

12 Version Enhancements Release Notes 13 [PACE-31269] To maintain privacy, webcrawlers now exclude your EFI Pace system from indexing your sites. [PACE-38493] You can now link standard currency fields that are set to perunit with a Unit Of Measure (UOM) field in EFI Pace. User Interface [PACE-36626] The system now includes a new cost widget which includes a unit price and the purchasing unit of measure. [PACE-37500] EFI Pace now uses the inventory item pricing unit of measure to create the pricing information when you add a purchase order. Additionally, the system uses the inventory item quantity unit of measure to create the quantity information when you add a purchase order. Accounts Payable [PACE-23868] EFI Pace now includes only posted bills in Accounts Payables history. Accounts Receivable [PACE-31203] The Cash Receipts Journal report (cash-receipts-journal.rpt) now includes an option that enables you to group the report data by bank account. Customization Toolkit [PACE-37644] The InvokeAction API web service now enables you to start, pause, resume and complete a ganged job activity, similar to the process in the Data Collection module user interface. You can find the sample "GangedActivityJobCost" code in the Java source code of the SDK.

13 14 EFI Pace Release Notes Customizations [PACE-37644] The Inventory and Purchase Order forms were substantially changed to incorporate the new Unit Of Measure functionality. If you have custom Inventory forms (such as InventoryItem.detail) or custom Purchase Order forms (such as PurchaseOrderLine.detail), it is highly recommended that you download the new standard form for version and add back up your customizations. As part of the upgrade process, any XML from the following forms were fixed to eliminate possible errors: InventoryItem.add InventoryItem.addDynamic Inventoryitem.detail PurchaseOrderLine.add PurchaseOrderLine.detail PurchaseOrderLine.addFromJobMaterial PurchaseOrderLine.addNewFromJobMaterial PurchaseOrderLine.addNewFromInventoryItem While the change made to the XML enables your custom forms to function, your system may not include all the new Unit of Measure functionality. To download the standard form, navigate to [ServerIP]/config/webapp/epace2/object/form/ and enter your Administrator user ID and password when prompted. When you log in, a list of all standard forms appear so that you can download the appropriate forms and compare them to your custom form. Refer to Appendix A for a list of all standard forms affected by the new Unit of Measure functionality. EFI Pace Scheduler [PACE-36209] The system no longer sends jobs with cyclic links to EFI Pace Scheduler, and the Scheduler Job Exporter PaceConnect record includes failure executions for cyclic link jobs. Estimating [PACE-37791] The Estimating module now includes a new "Markup Type" field with the following two available values: Overall Markup is the legacy markup configuration that enables you to set a markup percentage for "Paper," "Outside Purchases," and "Overall Markup." V/A Markup replaces the single Overall Markup field with the Base V/A Markup and Base Non V/A Markup fields on the Estimating Setup Detail page, Customer Detail page, and Estimate Detail page. When you select V/A Markup, the system makes the overall markup unavailable and non-applicable. The Base V/A Markup field indicates the markup used instead of the activity code markup and applies only to those activity codes for which you selected the Include in value added check box. This markup applies to costs, similar to the overall markup. The Base Non V/A Markup field indicates the markup used instead of the activity code markup and only applies to those activity codes for which you deselected the Include in value added check box. The markup applies to costs, similar to the overall markup. [PACE-38962] The Commission Percent error message now includes the quantities position and parts description so you can determine the parts on which commission records are required.

14 Version Enhancements Release Notes 15 [PACE-903] The Estimate Price Setup tab on the Estimate Detail page now includes a new Price Rounding Method field, which includes options of , 2 -.1, 3-1, and When you upgrade your system, the default field value is , which does not change any existing estimating calculations in the system. If you change the value in this field, the system recalculates ALL price fields (but NOT the cost fields) to round to the nearest value, based on the field value you select. For example, if the Quoted Price value on an estimate is $ and you set the Price Rounding Method field to 4-10, then the system calculations round the Quoted Price value to the nearest ten, and displays a value of $ Likewise, if you set the Price Rounding Method field to 3-1, the system displays $ as the Quoted Price. [PACE-38549] The Estimate Summary page now displays the VA bar chart for value added and non-value added records at the estimate, product, and part price level for each quantity.

15 16 EFI Pace Release Notes [PACE-38538] The Analysis section on the Estimate Summary Detail page no longer includes the "$" symbol in the headers. For example, instead of V/A $, EFI Pace displays V/A on the Estimate Summary page for the part, product and estimate selectors. [PACE-32551] You can now edit the Effective Commission Rate on the Estimate Price Summary page. [PACE-33737] When an estimate includes a forced product or estimate level overall markup, EFI Pace now sets the overall markup for new parts added to an estimate to the same forced value. [PACE-37173] The Device Capability column on the Press Event tab of the Press Detail page is now named Press Event. [PACE-37065] The Press Event object now includes the Active field and the Press Event field displays only the active press event values. [PACE-12813] You can now add markup percentage by quantity, instead of only at the estimate part level. [PACE-13219] The system no longer adds a plate for varnish if the press is not configured to do so. You can override the estimate to add a plate for varnish if needed. Please note that the Varnish Needs Plate field in the press setup use the value from the estimate press in an estimate by default, and the system does not change the value on an existing estimate when you change the press configuration. To initiate the new change on a press, please delete the Estimate Press record and recalculate the estimate. Hardware [PACE-40096] Apache now includes the patch to the latest version that addresses a potentially highly publicized vulnerability CVE Optionsbleed. [PACE-40761] Debian Wheezy was updated to address Linux Q vulnerabilities. JDF [PACE-38855] When you run a job with more than one sig on a sheet, EFI Pace now sends the proper pagination for workflow integration. [PACE-37072] You can now filter press events in EFI Pace by the JobPartPressForm press selection, thus reducing the press event selections. [PACE-30248] When you run a job with more than one signature on a sheet, EFI Pace now sends the correct pagination for the workflow integration.

16 Version Enhancements Release Notes 17 [PACE-32964] When you enable the Send Update On Job Version Change feature on the PaceConnect record click Update Version, the system does the following: Submits the JDF PaceConnect record every time you click Update Version, regardless of the Job Status settings. Submits a QueueStatus message for the JMF PaceConnect when you click Update Version. The system also submits a SubmitQueueEntry message if the Update Job Version feature is enabled on the Job Status record AND you selected the In Production check box in its setup. When you change an Admin or Production status, the system triggers the JDF PaceConnect, and the JMF PaceConnect triggers a SubmitQueueEntry if you select the In Production check box for the Admin status or Production status. When you disable the Send Update On Job Version Change on the PaceConnect, the only submission for either PaceConnect occurs when you change the status according to the above criteria. JMF [PACE-37938] For prepress integrated workflows, EFI Pace now supports and receives unplanned job costs for all gray boxes in the MIS to Prepress ICS document (JDF version 1.3). Notes You should still follow your consultant's steps and send only the recommended gray boxes for prepress integration: ImpositionPreparation, PrePressPreparation, PlateMaking, and ImpositionProofing (where applicable). As part of the implementation process, customers or consultants must add the new Gray Boxes (Content Creation, Plate Setting, Proof and Plate Making, and ImpositionRIPing) as Prepress Items and select the JDF Default Item check box for unplanned job costs. Job Billing [PACE-40924] The system now carries the user-defined field on an Invoice Line over to the credit/debit invoice lines. [PACE-31966] The Change Order Billing Notice (jobcontrol-changeorder.rpt) and Work Order (jobcontrol-changeorder.rpt) now include the PO number you enter on the Change Order Info tab. Job History [PACE-31273] The Job Archives Profit Analysis report (jobarchives-profit-analysis.rpt) now contains an End Date parameter to be more consistent with the other archive reports. Job Shipments [PACE-38300] The Job Shipments module includes the following enhancements: The Skid Packing Slip now prints one single page per skid for a shipment so that you can attach a packing slip to each individual skid. Each page includes the skid number, the number of cartons for the skid, and the quantity per skid. The Skid Packing Slip report (skid-packing-slip.rpt) also includes the total number of skids per shipment and the total quantity per shipment.

17 18 EFI Pace Release Notes In the report parameters, you can choose whether the following items print on the report: o o o o Additional Job Description Ship Via Note Carton Content Carton Content "Type" label Please note that all totals on the report (skids, cartons and quantity) are always based on the shipment. Even if you print the report from the skid instead of from the job shipment, the system use the totals from the job shipment, rather than the skid set. PaceConnect [PACE-40000] You can now optionally execute an XSLT stylesheet against the "Estimate Job Importer Connect" and "Data Objects Importer Connect" PaceConnect records before importing the file. You can also pass your own XML format into these PaceConnect records and then upload an XSLT stylesheet to transform your custom XML into the EFI Pace XML schema to enable importing. Additionally, the "Data Object Event Exporter" PaceConnect records can now optionally execute an XSTL stylesheet against the XML file that EFI Pace creates so that your receiving system can receive XML in the necessary format. [PACE-38487] You can now link a language to a customer using a required field, if you select the Jeeves Accounting Enabled check box on the PaceConnect Info tab on the Customer record. [PACE-37602] The EFI Generic Connector now requires Java 8 or above to install. [PACE-38382] The system now includes a new PaceConnect record for integration with the Jeeves accounting system. This new PaceConnect enables you to send customers and invoices to Jeeves and import suppliers and customer balances from Jeeves to EFI Pace. [PACE-35947] EFI Pace now includes a new PaceConnect that enables you to use the services of Onesource and its tax technology platform. With this new PaceConnect, you can use Onesource and your shipment addresses to precisely determine tax rates on your invoices based on the destination of the job's shipments. When you post invoices, information is sent from EFI Pace to Onesource and held for tax compliance reporting. Onesource also updates invoice reversals and debit/credit memos with tax updates as you enter them in EFI Pace. PaceConnect-Metrix [PACE-21815] EFI Pace now sends tab allowances to Metrix as extended panels.

18 Version Enhancements Release Notes 19 [PACE-3857] You can now define custom fold patterns in the Metrix GUI, which you can then use in EFI Pace. Note You can use custom fold patterns with JDF workflows that involve Metrix-exported JDF layouts; however, you should not use custom fold patterns in JDF-based production workflows. [PACE-27119] The Metrix paper catalog now calculates EFI Pace inventory items configured with the same paper type and paper weight as the SAME paper with various SIZES. In Metrix, you can change the paper from one size to another size when you edit a layout, and you can also gang job parts with different inventory items together, as long as those inventory items include matching paper types and weights configured. Additionally, when autoplanning, Metrix considers all the sizes and picks the most appropriate one. [PACE-38524] The system now displays a detailed error message when the number of odd panels exceeds the maximum possible odd panels for the fold pattern used in the estimate part, and indicates how to resolve the issue. [PACE-39772] The system now logs the MXML file in the default_logs when EFI Pace sends the MXML to Metrix and the Debug option on the Metrix PaceConnect record is enabled. Note This is for debugging only. You should not enable the Debug option on the Metrix connect ion live customer when not required, as this can lead to performance issues. PaceConnect-PrintStream [PACE-38853] You can now mark a PrintStream-shared inventory item as "DSF shared," so that the system shares it with Digital StoreFront through PrintStream. PaceConnect-Sage [PACE-38391] The system now includes an enhanced integration with Sage 200 to bring customer balances from Sage and record them against EFI Pace customers. Price List Quoting [PACE-36214] You can now add components to quotes. Purchasing Note The new Unit Of Measure functionality includes upgrades to the Inventory and Purchasing modules. Refer to the Inventory topic for details. [PACE-33534] The Purchase Order Receipt report (purchase-order-receipts.rpt) now reports the correct extended price for each receipt, as indicated by the Extended Price field on the Purchase Order Receipt Detail page.

19 20 EFI Pace Release Notes [PACE-37986] Purchase Order reports now display the quantity and unit price UOMs separately. [PACE-37983] EFI Pace now correctly converts the quantity received on a purchase order to the quantity on hand on the inventory item if purchase order and inventory item use different UOMs. System Setup [PACE-37180] EFI Pace now enables you to enter a more meaningful description for a press event. The system uses the press event description in drop-down lists, such as in the Press Event Workflow setup, in addition to the Device Capability name and value. For any existing Press Event record, the system uses the name and value from the linked Device Capability record as the default description. You can overwrite this default description on the Press Event detail page. Upon upgrading to EFI Pace version 29.01, the Press Event field in the grid on the Press Event Workflow Detail page contains no values. Because the Press Event field is now a required field, however, you must select a press event for each line in the grid to update the page. EFI Pace updates the grid with the corresponding read-only Device Capability field once you selected a press event. Prior to EFI Pace version 29.01, in a JDF integration where device capabilities are required, you had to select from a list of device capabilities, which required at least a basic JDF knowledge. Now, you can "translate" the JDF terminology to something meaningful for your employees with the Press Event description field. Together with the Active field on the Press Event record, this significantly increases the usability of press events and enables deeper integration at the same time. Tip Administrators, please note the following for best practice for this update: 1. Before you update to version 29.01, please check which press events/device capabilities you do and do not use, and consider a more meaningful description for the press events you use. 2) After updating to EFI Pace version 29.01, deactivate the Press Events records you do not need. 3) Change the description of the active Press Event records to something meaningful for your employees. 4) Navigate to each press event workflow on your system and select the required press events in the grid. JobPartPressForm Press Event Workflow Press Event Workflow:

20 Version Enhancements Release Notes 21 Press Events: Unit Of Measure [PACE-38625] You can now add user defined fields of Type Double and Currency that refer to a Unit (like Unit costs). To add a unit-related field, select the Has Unit or Per Unit checkbox on the User-Defined Field record. You can then select an existing UOM field, or set EFI Pace to create a UOM field automatically. Universal Importer [PACE-38967] The log debug messages appear only when you enable the PaceConnect Debug setting. [PACE-28993] Attached files now appear on the Import Template Detail tab of the Import Template Detail page. Documentation The Online Help system includes the following new Workflow Summary Guides for the EFI Pace Productivity Suite v5.1: Workflow #1 - EFI Pace - EFI Pace Scheduling - Fiery Workflow #2 - EFI Pace - Prinergy - Auto-Count Workflow #3 - EFI Pace - Metrix - PrintFlow - Auto-Count Workflow #4 - Digital StoreFront - EFI Pace - EFI Pace Scheduling Workflow #5 - Digital StoreFront - EFI Pace - SmartLinc Process Shipper Workflow #6 - Digital StoreFront - EFI Pace - EFI Pace Scheduling - SmartLinc Process Shipper Workflow #7 - Digital StoreFront - EFI Pace - Metrix - EFI Pace Scheduling - Fiery Central Workflow #8 - Digital StoreFront - EFI Pace - Metrix - PrintFlow - Fiery Central Workflow #9 - Digital StoreFront - EFI Pace - PrintFlow - Fiery Central - SmartLinc Process Shipper Workflow #10 - Digital StoreFront - EFI Pace - PrintFlow - Fiery XF Workflow #11 - Digital StoreFront - EFI Pace - EFI Pace Scheduling - Auto-Count 4D - Fiery - SmartLinc Process Shipper

21 22 EFI Pace Release Notes Workflow #12 - Digital StoreFront - EFI Pace - Fiery - SmartLinc Process Shipper Workflow #13 - PrintStream - EFI Pace - EFI Pace Scheduling - SmartLinc Process Shipper Workflow #14 - Digital StoreFront - PrintStream - EFI Pace - Fiery - SmartLinc Process Shipper Workflow #15 - Digital StoreFront - PrintStream - EFI Pace - Metrix - EFI Pace Scheduling Workflow #16 - Digital StoreFront - EFI Pace Metrix Workflow #17 - EFI Pace - Metrix Fiery Workflow #18 - EFI Pace Prinect Workflow #19 - EFI Pace - PrintFlow - Fiery - Process Shipper Workflow #20 - EFI Pace - Metrix - Prinergy - EFI Pace Scheduling - Auto-Count Workflow #21 - EFI Pace Apogee Workflow #22 - Digital StoreFront - EFI Pace - EFI Pace Scheduling - Fiery XF - SmartLinc Process Shipper In addition, the Online Help includes updates to the following guides: Accounts Payable Usage Accounts Receivable Usage Estimating Setup Inventory Usage JDF/JMF Setup Job Control Center Setup Job Shipments Usage Purchasing Usage

22 Version Fixed Defects Release Notes 23 Version Fixed Defects This section summarizes the defects fixed in EFI Pace version by module, including the corresponding issue number and fix version. Refer to the Version Enhancements topic for detailed descriptions of all enhancement updates in this version of EFI Pace. Version Accounting Integration PACE When you use the ONESOURCE integration to calculate tax in the Job Billing module, the Tax Calculator now accepts the UTF8 character set, so that you can enter smart quotes in text fields on Invoice records without error Version Data Collection PACE The Data Collection module in EFI Pace now completes the nonchargeable time you start in Auto-Count when you switch from a nonchargeable activity to an activity code in Auto-Count Estimating PACE PACE When you link an inventory item to a standard paper type, EFI Pace uses the inventory item description when it converts the estimate into a new or existing job. The system now selects the Update Job Info check box, whenever you select the existing job option Version PageFlex Integration PACE The PageFlex integration now correctly imports price

23 24 EFI Pace Release Notes Version PageFlex Integration PACE The system now pulls the content file from the output location, instead of the preview, when file is a PDF Version Accounting Integration PACE When you use the Onesource integration and ship to addresses in Canada, the system enters D in the Point of Title Transfer field by default to prevent an error when you add invoices Version PaceConnect-PrintFlow PACE The system now generates a schedule and sends updates only for job parts with a job plan added through the Purchase Order Line Add event along with the first job part Version Accounting Integration PACE The system no longer overstates the tax base on a tax distribution Estimating PACE You can now calculate and recalculate estimates without any error, even if you enter only the contact or company name Version Radius Portal PACE You can now search using an actual ship date without error

24 Version Fixed Defects Release Notes 25 Version Estimating PACE You can now reconvert an estimate to an existing job with job shipments without error, even if the job type option, Auto Add Product is enabled Version Job Billing PACE You can now successfully post an invoice batch Version API PACE The Convert Estimate to Job InvokeAction API now functions correctly Version Job Billing PACE You can now post invoice without rounding errors, even if your EFI Pace system is integrated with PrintStream PaceConnect PACE The Bookpoint Import PaceConnect can now process larger files PACE The system now loads the PaceConnect Detail page faster Version Estimating PACE The Estimate Price Summary page now includes the Price Per Add'l M and Quoted Per Add'l M fields

25 26 EFI Pace Release Notes Hardware PACE The EFI Pace server no longer experiences performance issues when you license the Universal Importer Version Accounting Integration PACE EFI Pace now updates the freight on tax distributions when you manually add invoice extras with an Extra Category of Freight, even if the tax distributions are based on the job shipment zip code PaceConnect-Metrix PACE You can now edit a job layout with Metrix, and the system now sends correct values to the job part press form Payroll PACE The Payroll Quarterly Summary report (payroll-quarterly-summary.rpt) no longer adjusts Medicare wages when you set the SUTA parameter as Gross Version Estimating PACE When you add versions to an estimate, the system now numbers the versions sequentially, without error

26 Version Fixed Defects Release Notes 27 Version Job Billing PACE PACE If you do not use tax distributions, the system rounds any tax calculated on the invoice to two decimal places before saving it to the database. The system now uses the commission on the invoice for the default sales person on the job if the sales category is commissionable, even if the job parts include no commission lines Purchasing PACE EFI Pace now displays the UOMs from the selected vendor on the Purchase Order Add page when the PO is created for any inventory item Version Inventory PACE PACE The Inventory Valuation report (inventory-valuation.rpt) now displays the correct valuation for old dated transactions. The system now correctly populates the Location/Bin and Quantity Remaining fields when you enter the Serial ID on an inventory transaction PaceConnect-Metrix PACE The system now creates job plans for activity codes if you set the job plan level to Job Part Press Form, and only on the job part with the ganged press form PaceConnect-PrintFlow PACE The system now properly links the job plans for upstream tasks and plate making activities to all the run job plans associated with the job part press forms

27 28 EFI Pace Release Notes Purchasing PACE The system now changes the pricing & quantity UOMs according to the vendor item you select on the Purchase Order Add page Version Estimating PACE EFI Pace now updates plate and planned quantity correctly when you convert an estimate to a job, even if you add a new part to the estimate and reconvert it back into the existing job Job Billing PACE You can now add an invoice to a job without error, even if there are no job costs PaceConnect-Metrix PACE When you try to gang jobs in Metrix, the system now displays a valid error message when it is unable to gang jobs. Rather than an "unable to create gang" message, the system displays a more descriptive message of the issue, such as "Unable to create gang for job(s) [job numbers], as required fields [field names] are empty." PaceConnect-PrintStream PACE EFI Pace now sends the delete ARN to PrintStream only when you delete a "Planned Ship to Inventory" shipment. PACE EFI Pace now sends only 1 ARN when a PrintStream order includes 1 POD item or 1 Build-On-Fly Kit item

28 Version Fixed Defects Release Notes 29 Payroll PACE PACE The Payroll Quarterly Summary report (payroll-quarterly-summary.rpt) now includes a parameter so you can select adjusted or gross state unemployment wages (SUTA). The Adjusted/Gross parameter on the Quarterly State Unemployment report (payroll-quarterly-state.rpt) now displays gross values properly, without exemptions Version PaceConnect-Metrix PACE The system now calculates estimates with Metrix solutions as expected, even if they are available for only some parts Version Framework PACE You can now open attachments without issue, even if the file names include special characters Job Billing PACE The system no longer displays the invoice line quantity as negative after you post an invoice for the job Job Planning PACE When you change presses or recalculate/reconvert estimates with Update Job Objects enabled, job planning records reflect the appropriate press's job plan PaceConnect-Auto-Count PACE When you change the planned activity on a job plan shared with Auto- Count to an activity code that is not shared with Auto-Count, the system now removes the run from Auto-Count

29 30 EFI Pace Release Notes PaceConnect-Metrix PACE The system now displays the correct estimate page count after you add an additional signature from the estimate product Version API PACE The API Create Estimate, Convert Estimate To Job, and Add Estimate Part methods now include more information in the resulting messages. Additionally, the Create Estimate fields now include the proper data types Estimating PACE PACE When you upgrade from EFI Pace version 26, the system now converts Ink and Coverage fields from the estimate part to the estimate press. The system enables you to add any standard fields from EFI Pace and/or any User Defined Fields to the Estimate Add Page without issue PACE You can now customize the Estimate Detail page Job Planning PACE PACE When you change presses or recalculate/reconvert estimates with Update Job Objects enabled, job planning records reflect the appropriate press's job plan. When you reconvert quotes to jobs, the system updates the job plans only when necessary Purchasing PACE The system now displays the correct accrual amount on the Outstanding Receipts Accrual report (outstanding-receipts-accrual.rpt) after you create the AP bills for partial PO receipts

30 Version Fixed Defects Release Notes 31 Version Accounting Integration PACE The system now sends the appliance ID to OneSource and maps it to CALLING_SYSTEM_NUMBER in the OneSource audited invoice Estimating PACE The system now calculates estimates without error, even if the value for color side 1 is less than the value for color side Job Control Center PACE The system now correctly totals actual job costs from estimates when you ship to inventory Payroll PACE Custom pay types used for normal pay no longer add overtime Version Data Collection PACE The Data Collection Material Pull no longer requires an inventory bin when the bin selection is not set as required Estimating PACE The system now calculates inventory item costs correctly with respect to Units of Measure (UOMs) for the finishing material and the correct results appear on the Estimate Results tab

31 32 EFI Pace Release Notes Version Accounts Receivable PACE PACE The correct Rate 2 limit now appears on the Sales Tax report (salestax-report.rpt) based on the Rate2 Limit field. The Sales Tax Report (sales-tax-report.rpt) now includes the correct Florida Discretionary Surtax totals based on State (Rate 1) and County (Rate 2) limits Job Billing PACE PACE PACE The tax distribution now shows a line with the correct tax base and tax amount based on whether the WIP Category is taxable when using actual cost-based taxing. The system no longer displays an Unfortunate Occurrence error when invoicing a job, even if the State key is missing. The system now accounts for invoice extras when calculating the amount due for the discount message on the invoice PaceConnect-Digital StoreFront PACE EFI Pace now displays the correct Ordered Quantity value on the Job Detail page and Part Detail page, even when you place the order in Digital StoreFront for kit and non-kit finished good items, regardless of whether the items are associated with a combo item template, standard item template or no item template PaceConnect-Metrix PACE PACE The system now displays the correct estimate page count after you add an additional signature from the estimate product. On a Metrix-calculated estimate that gangs, the postpress finishing operation now exists only in one estimate part associated to the layout, and not all related estimate parts. The system distributes costs evenly among those parts

32 Version Fixed Defects Release Notes 33 Version Estimating PACE PACE The system now saves estimate activities that are manually added to an estimate part. When you duplicate, or selectively duplicate, an estimate or estimate part, the system also duplicates any forced markups as forced to the new estimate or part PaceConnect PACE The Four51 PaceConnect mappings now includes keys, with the first letter capitalized, to match case-insensitively. For example, if the mapping is defined as Pack of 100, the system matches the mapping when the unit of measure is either Pack of 100 or pack of PaceConnect-Metrix PACE When you convert Metrix ganged estimates to a job, the system no longer creates cyclic links Version User Interface PACE PACE PACE PACE You can use the Tab key in Internet Explorer v11 to switch between the User Name and Password fields on the EFI Pace Login page. When you enter non-numeric characters in a size field, EFI Pace displays a warning only once instead of multiple times. The system now successfully displays recent menu items on the EFI Pace main menu. When you log into EFI Pace using the Internet Explorer v11 browser, you can now tab to the Password field after you enter your user name Accounts Payable PACE The Purchase Journal (purchase-journal.rpt) no longer truncates longer bill numbers