efi pace release noteskb.pace2020.com/documents/29/pace_v29.01rns.pdf · general ledger ... the...

EFI Pace Release Notes

Version 29.01 October / 2017

Introduction | Release Notes 3

Copyright © 2002-2018 by Electronics for Imaging, Inc. All Rights Reserved.

EFI Pace | Release Notes

July, 2018 Version 29.01

Document Version 39

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.

4 EFI Pace | Release Notes

Table of Contents

Introduction ................................................................................................................... 8

Contact Information ............................................................................................................................. 8

Version 29.01 Enhancements ....................................................................................... 9

Version 29.01-1414 ............................................................................................................................... 9 Accounting Integration ..................................................................................................................... 9

Version 29.01-1412 ............................................................................................................................... 9 Radius Portal .................................................................................................................................... 9

Version 29.01-1402 ............................................................................................................................... 9 Hardware .......................................................................................................................................... 9

Version 29.01-1321 ............................................................................................................................... 9 Accounting Integration ..................................................................................................................... 9 API .................................................................................................................................................... 9

Version 29.01-1306 ............................................................................................................................. 10 PaceConnect .................................................................................................................................. 10

Version 29.01-1280 ............................................................................................................................. 10 Accounting Integration ................................................................................................................... 10

Version 29.01-1214 ............................................................................................................................. 10 Hardware ........................................................................................................................................ 10




Version 29.01-1027 ............................................................................................................................. 11 Estimating ...................................................................................................................................... 11 Inventory ........................................................................................................................................ 11

Version 29.01-961 ............................................................................................................................... 12 API .................................................................................................................................................. 12

Version 29.01-903 ............................................................................................................................... 12 Job Billing ....................................................................................................................................... 12

Version 29.01-865 ............................................................................................................................... 12 PaceConnect .................................................................................................................................. 12

Version 29.01-653 ............................................................................................................................... 12 Framework ..................................................................................................................................... 12 User Interface ................................................................................................................................. 12 Accounts Payable .......................................................................................................................... 12 Accounts Receivable ...................................................................................................................... 13 Customization Toolkit ..................................................................................................................... 13 Customizations ............................................................................................................................... 13 EFI Pace Scheduler ....................................................................................................................... 14 Estimating ...................................................................................................................................... 14 Hardware ........................................................................................................................................ 16


JDF ................................................................................................................................................. 16 JMF ................................................................................................................................................ 17 Job Billing ....................................................................................................................................... 17 Job History ..................................................................................................................................... 17 Job Shipments ............................................................................................................................... 17 PaceConnect .................................................................................................................................. 18 PaceConnect-Metrix ....................................................................................................................... 18 PaceConnect-PrintStream ............................................................................................................. 19 PaceConnect-Sage ........................................................................................................................ 19 Price List Quoting ........................................................................................................................... 19 Purchasing ..................................................................................................................................... 19 System Setup ................................................................................................................................. 20 Unit Of Measure ............................................................................................................................. 21 Universal Importer .......................................................................................................................... 21 Documentation ............................................................................................................................... 21

Version 29.01 Fixed Defects ....................................................................................... 23

Version 29.01-1414 ............................................................................................................................. 23 Accounting Integrattion .................................................................................................................. 23 Estimating ...................................................................................................................................... 23

Version 29.01-1412 ............................................................................................................................. 23 Radius Portal .................................................................................................................................. 23

Version 29.01-1402 ............................................................................................................................. 23 Estimating ...................................................................................................................................... 23

Version 29.01-1382 ............................................................................................................................. 24 Job Billing ....................................................................................................................................... 24

Version 29.01-1358 ............................................................................................................................. 24 API .................................................................................................................................................. 24

Version 29.01-1347 ............................................................................................................................. 24 Job Billing ....................................................................................................................................... 24 PaceConnect .................................................................................................................................. 24

Version 29.01-1321 ............................................................................................................................. 24 Estimating ...................................................................................................................................... 24 Hardware ........................................................................................................................................ 24

Version 29.01-1306 ............................................................................................................................. 25 Accounting Integration ................................................................................................................... 25 PaceConnect-Metrix ....................................................................................................................... 25 Payroll ............................................................................................................................................ 25

Version 29.01-1280 ............................................................................................................................. 25 Estimating ...................................................................................................................................... 25

Version 29.01-1266 ............................................................................................................................. 25 Job Billing ....................................................................................................................................... 25 Purchasing ..................................................................................................................................... 26

Version 29.01-1244 ............................................................................................................................. 26 Inventory ........................................................................................................................................ 26 PaceConnect-Metrix ....................................................................................................................... 26 PaceConnect-PrintFlow ................................................................................................................. 26


Purchasing ..................................................................................................................................... 26 Version 29.01-1214 ............................................................................................................................. 26

Estimating ...................................................................................................................................... 26 Job Billing ....................................................................................................................................... 27 PaceConnect-Metrix ....................................................................................................................... 27 PaceConnect-PrintStream ............................................................................................................. 27 Payroll ............................................................................................................................................ 27

Version 29.01-1156 ............................................................................................................................. 27 PaceConnect-Metrix ....................................................................................................................... 27

Version 29.01-1126 ............................................................................................................................. 28 Framework ..................................................................................................................................... 28 Job Billing ....................................................................................................................................... 28 Job Planning .................................................................................................................................. 28 PaceConnect-Auto-Count .............................................................................................................. 28 PaceConnect-Metrix ....................................................................................................................... 28

Version 29.01-1072 ............................................................................................................................. 28 API .................................................................................................................................................. 28 Estimating ...................................................................................................................................... 29 Job Planning .................................................................................................................................. 29 Purchasing ..................................................................................................................................... 29

Version 29.01-1027 ............................................................................................................................. 29 Accounting Integration ................................................................................................................... 29 Estimating ...................................................................................................................................... 29 Job Control Center ......................................................................................................................... 29 Payroll ............................................................................................................................................ 30

Version 29.01-961 ............................................................................................................................... 30 Data Collection ............................................................................................................................... 30 Estimating ...................................................................................................................................... 30

Version 29.01-903 ............................................................................................................................... 30 Accounts Receivable ...................................................................................................................... 30 Job Billing ....................................................................................................................................... 30 PaceConnect-Digital StoreFront .................................................................................................... 31 PaceConnect-Metrix ....................................................................................................................... 31

Version 29.01-865 ............................................................................................................................... 31 Estimating ...................................................................................................................................... 31 PaceConnect .................................................................................................................................. 31 PaceConnect-Metrix ....................................................................................................................... 31

Version 29.01-653 ............................................................................................................................... 32 User Interface ................................................................................................................................. 32 Accounts Payable .......................................................................................................................... 32 Accounts Receivable ...................................................................................................................... 32 Admin Console ............................................................................................................................... 32 Customization Toolkit ..................................................................................................................... 33 Estimating ...................................................................................................................................... 33 General Ledger .............................................................................................................................. 34 Inventory ........................................................................................................................................ 34


Job Billing ....................................................................................................................................... 34 Job Planning .................................................................................................................................. 35 PaceConnect-Metrix ....................................................................................................................... 35 PaceConnect-PrintFlow ................................................................................................................. 37 PaceConnect-PrintStream ............................................................................................................. 37 Payroll ............................................................................................................................................ 37 Price List Quoting ........................................................................................................................... 37 Purchasing ..................................................................................................................................... 37 System Security ............................................................................................................................. 38 Universal Importer .......................................................................................................................... 38 Workbench ..................................................................................................................................... 38

System Specifications ................................................................................................ 39

Hardware and Software ...................................................................................................................... 39 PaceConnect Integrations ................................................................................................................. 39

Database Changes ...................................................................................................... 40

Appendix A: Standard Forms With Unit Of Measure Changes................................ 41


Introduction

This guide describes the changes made in EFI Pace version 29.01. 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 29.01.

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 https://customer.efi.com/support

US Phone: 1.855.EFI.4HLP (334-4457)

US Fax: 904.564.9691

Email: [email protected]

UK Phone: 0.800.783.2737 (option 3)

EU Phone (+) 49.2102.745.4500 (option 3) [+ is your international access code {011 in US}]

EFI Customer Care Site

https://customer.efi.com/support

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.

Regular USA 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: 651.365.5321

US Fax: 651.365.5334

US E-mail: [email protected]

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.


mailto:[email protected]



Version 29.01 Enhancements | Release Notes 9

Version 29.01 Enhancements This section summarizes the system enhancement updates in EFI Pace version 29.01 by module, including the corresponding issue number. Refer to the “Version 29.01 Fixed Defects” topic for detailed descriptions of all defects repaired in this version of EFI Pace.

Version 29.01-1420

Custom Report Writer

[PACE-45702] 29.01-1417 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 29.01-1414

Accounting Integration

[PACE-47700] 29.01-1 The system now populates Address Line 3 in the Jeeves Accounting integration.

Version 29.01-1412

Radius Portal

[PACE-47407] 29.01-1404 The system now retains user-defined inquiries with external objects, even when the Portal is not connected to the Radius database.

Version 29.01-1402

Hardware

[PACE-46483] 29.01-1388 Debian Wheezy was updated to address Linux Q2 2018 vulnerabilities. This includes a security update to patch Meltdown (CVE-2017-5754) and Specter (CVE-2017-5753, CVE-2017-5715) 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 [email protected] or at 800-624-5999, extension 3.

Version 29.01-1321


[PACE-45875] 29.01-1309 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] 29.01-1 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 29.01-1306

PaceConnect

[PACE-45871] 29.01-1 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 29.01-1280


[PACE-41356] 29.01-1269 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 29.01-1214

Hardware

[PACE-44199] 29.01-1185 Debian Wheezy was updated to address Linux Q1 2018 vulnerabilities.

Version 29.01-1156


[PACE-44877] 29.01-1 The system now passes the Product Code to OneSource.

Version 29.01-1126


[PACE-42367] 29.01-1033 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 29.01-1072


[PACE-42367] 29.01-1033 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] 29.01-977 You can now enter a tax category on a job product.

Version 29.01-1027

Estimating

[PACE-42278] 29.01-1017 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.

Inventory

[PACE-42482/PACE-42171/PACE-41315] 29.01-961/29.01-992/29.01-111 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 29.01-961

API

[PACE-41361] 29.01-870 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 29.01-903

Job Billing

[PACE-36770] 29.01-870 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 29.01-865

PaceConnect

[PACE-41541] 29.01-701 The Data Object Event Exporter PaceConnect now supports XML creation using a Velocity template.

Version 29.01-653

Framework

[PACE-36955] 29.01-188 EFI Pace now supports whitelisted proxy servers in the appliance configuration to prevent upgrades from reverting whitelisted proxy servers.

[PACE-31269] 29.01-89 To maintain privacy, webcrawlers now exclude your EFI Pace system from indexing your sites.

[PACE-38493] 29.01-1 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] 29.01-43 The system now includes a new cost widget which includes a unit price and the purchasing unit of measure.

[PACE-37500] 29.01-24 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] 29.01-81 EFI Pace now includes only posted bills in Accounts Payables history.


Accounts Receivable

[PACE-31203] 29.01-182 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] 29.01-904 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.

Customizations

[PACE-37644] 29.01-599 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 29.01 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] 29.01-97 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] 29.01-759 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] 29.01-623 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.

[PACE-903] 29.01-283 The Estimate Price Setup tab on the Estimate Detail page now includes a new Price Rounding Method field, which includes options of 1 - .01, 2 - .1, 3 - 1, and 4 - 10. When you upgrade your system, the default field value is 1 - .01, 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 $231.22 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 $230.00. Likewise, if you set the Price Rounding Method field to 3 - 1, the system displays $231.00 as the Quoted Price.


[PACE-38549] 29.01-257 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.

[PACE-38538] 29.01-256 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] 29.01-247 You can now edit the Effective Commission Rate on the Estimate Price Summary page.

[PACE-33737] 29.01-234 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] 29.01-115 The Device Capability column on the Press Event tab of the Press Detail page is now named Press Event.


[PACE-37065] 29.01-111 The Press Event object now includes the Active field and the Press Event field displays only the active press event values.

[PACE-12813] 29.01-27 You can now add markup percentage by quantity, instead of only at the estimate part level.

[PACE-13219] 29.01-1 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] 29.01-18831 Apache now includes the patch to the latest version that addresses a potentially highly publicized vulnerability CVE-2017-9798 - Optionsbleed.

[PACE-40761] 29.01-696 Debian Wheezy was updated to address Linux Q4 2017 vulnerabilities.

JDF

[PACE-38855] 29.01-619 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] 29.01-155 You can now filter press events in EFI Pace by the JobPartPressForm press selection, thus reducing the press event selections.

[PACE-30248] 29.01-17 When you run a job with more than one signature on a sheet, EFI Pace now sends the correct pagination for the workflow integration.

[PACE-32964] 29.01-28 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 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] 29.01-219 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] 29.01-710 The system now carries the user-defined field on an Invoice Line over to the credit/debit invoice lines.

[PACE-31966] 29.01-167 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] 29.01-118 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] 29.01-305 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.

• In the report parameters, you can choose whether the following items print on the report:

o Additional Job Description

o Ship Via Note

o Carton Content

o 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] 29.01-565 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] 29.01-1 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] 29.01-1 The EFI Generic Connector now requires Java 8 or above to install.

[PACE-38382] 29.01-1 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] 29.01-1 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] 29.01-90 EFI Pace now sends tab allowances to Metrix as extended panels.


[PACE-3857] 29.01-13 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] 29.01-1 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 auto-planning, Metrix considers all the sizes and picks the most appropriate one.

[PACE-38524] 29.01-1 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] 29.01-1 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] 29.01-571 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] 29.01-774 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] 29.01-84 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] 29.01-421 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.


[PACE-37986] 29.01-99 Purchase Order reports now display the quantity and unit price UOMs separately.

[PACE-37983] 29.01-95 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] 29.01-130 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:


Press Events:

Unit Of Measure

[PACE-38625] 29.01-1 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] 29.01-323 The log debug messages appear only when you enable the PaceConnect Debug setting.

[PACE-28993] 29.01-295 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


• 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

Version 29.01 Fixed Defects | Release Notes 23

Version 29.01 Fixed Defects This section summarizes the defects fixed in EFI Pace version 29.01 by module, including the corresponding issue number and fix version. Refer to the “Version 29.01 Enhancements” topic for detailed descriptions of all enhancement updates in this version of EFI Pace.

Version 29.01-1420

PaceConnect-PrintFlow

Issue # Description Version Fixed

PACE-47771 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.

29.01-1415

Version 29.01-1414



PACE-47401 The system no longer overstates the tax base on a tax distribution. 29.01-1411

Estimating


PACE-30182 You can now calculate and recalculate estimates without any error, even if you enter only the contact or company name.

29.01-1409

Version 29.01-1412

Radius Portal


PACE-46496 You can now search using an actual ship date without error. 29.01-1404

Version 29.01-1402

Estimating


PACE-39865 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.

29.01-1391


Version 29.01-1382

Job Billing


PACE-46898 You can now successfully post an invoice batch. 29.01-1381

Version 29.01-1358

API


PACE-46486 The Convert Estimate to Job InvokeAction API now functions correctly. 29.01-1349

Version 29.01-1347

Job Billing


PACE-46090 You can now post invoice without rounding errors, even if your EFI Pace system is integrated with PrintStream.

29.01-1341

PaceConnect


PACE-46205 The Bookpoint Import PaceConnect can now process larger files. 29.01-1347

PACE-46240 The system now loads the PaceConnect Detail page faster. 29.01-1339

Version 29.01-1321

Estimating


PACE-44158 The Estimate Price Summary page now includes the Price Per Add'l M and Quoted Per Add'l M fields.

29.01-1314

Hardware


PACE-45870 The EFI Pace server no longer experiences performance issues when you license the Universal Importer.

29.01-1321


Version 29.01-1306



PACE-45736 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.

29.01-1281

PaceConnect-Metrix


PACE-44561 You can now edit a job layout with Metrix, and the system now sends correct values to the job part press form.

29.01-1281

Payroll


PACE-45660 The Payroll Quarterly Summary report (payroll-quarterly-summary.rpt) no longer adjusts Medicare wages when you set the SUTA parameter as Gross.

29.01-1287

Version 29.01-1280

Estimating


PACE-45654 When you add versions to an estimate, the system now numbers the versions sequentially, without error.

29.01-12799

Version 29.01-1266

Job Billing


PACE-45557 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.

29.01-1260

PACE-45407 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.

29.01-1248


Purchasing


PACE-44768 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.

29.01-1245

Version 29.01-1244

Inventory


PACE-37301 The Inventory Valuation report (inventory-valuation.rpt) now displays the correct valuation for old dated transactions.

29.01-1242

PACE-45434 The system now correctly populates the Location/Bin and Quantity Remaining fields when you enter the Serial ID on an inventory transaction.

29.01-1232

PaceConnect-Metrix


PACE-42178 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.

29.01-1226



PACE-42881 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.

29.01-1226

Purchasing


PACE-44681 The system now changes the pricing & quantity UOMs according to the vendor item you select on the Purchase Order Add page.

29.01-1240

Version 29.01-1214

Estimating


PACE-38706 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.

29.01-1198


Job Billing


PACE-44895 You can now add an invoice to a job without error, even if there are no job costs.

29.01-1161

PaceConnect-Metrix


PACE-43856 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."

29.01-1176



PACE-43995 EFI Pace now sends the delete ARN to PrintStream only when you delete a "Planned Ship to Inventory" shipment.

29.01-1163

PACE-30770 EFI Pace now sends only 1 ARN when a PrintStream order includes 1 POD item or 1 Build-On-Fly Kit item.

29.01-1158

Payroll


PACE-44952 The Payroll Quarterly Summary report (payroll-quarterly-summary.rpt) now includes a parameter so you can select adjusted or gross state unemployment wages (SUTA).

29.01-1186

PACE-44951 The Adjusted/Gross parameter on the Quarterly State Unemployment report (payroll-quarterly-state.rpt) now displays gross values properly, without exemptions.

29.01-1183

Version 29.01-1156

PaceConnect-Metrix


PACE-44714 The system now calculates estimates with Metrix solutions as expected, even if they are available for only some parts.

29.01-1139


Version 29.01-1126

Framework


PACE-41423 You can now open attachments without issue, even if the file names include special characters.

29.01-1073

Job Billing


PACE-44197 The system no longer displays the invoice line quantity as negative after you post an invoice for the job.

29.01-1079

Job Planning


PACE-29252 When you change presses or recalculate/reconvert estimates with Update Job Objects enabled, job planning records reflect the appropriate press's job plan.

29.01-1091

PaceConnect-Auto-Count


PACE-27282 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.

29.01-1109

PaceConnect-Metrix


PACE-42154 The system now displays the correct estimate page count after you add an additional signature from the estimate product.

29.01-1095

Version 29.01-1072

API


PACE-35623 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.

29.01-1051


Estimating


PACE-42579 When you upgrade from EFI Pace version 26, the system now converts Ink and Coverage fields from the estimate part to the estimate press.

29.01-1067

PACE-42434 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.

29.01-1053

PACE-38284 You can now customize the Estimate Detail page. 29.01-1048

Job Planning


PACE-29252 When you change presses or recalculate/reconvert estimates with Update Job Objects enabled, job planning records reflect the appropriate press's job plan.

29.01-1091

PACE-44157 When you reconvert quotes to jobs, the system updates the job plans only when necessary.

29.01-1063

Purchasing


PACE-35554 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.

29.01-1050

Version 29.01-1027



PACE-42968 The system now sends the appliance ID to OneSource and maps it to CALLING_SYSTEM_NUMBER in the OneSource audited invoice.

29.01-997

Estimating


PACE-40909 The system now calculates estimates without error, even if the value for color side 1 is less than the value for color side 2.

29.01-1014

Job Control Center


PACE-42884 The system now correctly totals actual job costs from estimates when you ship to inventory.

29.01-1007


Payroll


PACE-43297 Custom pay types used for normal pay no longer add overtime. 29.01-999

Version 29.01-961

Data Collection


PACE-42151 The Data Collection Material Pull no longer requires an inventory bin when the bin selection is not set as required.

29.01-913

Estimating


PACE-41960 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.

29.01-905

Version 29.01-903

Accounts Receivable


PACE-39770 The correct Rate 2 limit now appears on the Sales Tax report (sales-tax-report.rpt) based on the Rate2 Limit field.

29.01-878

PACE-41692 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.

29.01-866

Job Billing


PACE-42120 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.

29.01-888

PACE-42023 The system no longer displays an Unfortunate Occurrence error when invoicing a job, even if the State key is missing.

29.01-867

PACE-41511 The system now accounts for invoice extras when calculating the amount due for the discount message on the invoice.

29.01-852


PaceConnect-Digital StoreFront


PACE-38759 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.

29.01-874

PaceConnect-Metrix


PACE-42154 The system now displays the correct estimate page count after you add an additional signature from the estimate product.

29.01-1095

PACE-35716 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.

29.01-873

Version 29.01-865

Estimating


PACE-41808 The system now saves estimate activities that are manually added to an estimate part.

29.01-850

PACE-39900 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.

29.01-840

PaceConnect


PACE-41375 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 100.

29.01-796

PaceConnect-Metrix


PACE-41515 When you convert Metrix ganged estimates to a job, the system no longer creates cyclic links.

29.01-864


Version 29.01-653

User Interface


PACE-40735 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.

29.01-683

PACE-37356 When you enter non-numeric characters in a size field, EFI Pace displays a warning only once instead of multiple times.

29.01-551

PACE-39491 The system now successfully displays recent menu items on the EFI Pace main menu.

29.01-485

PACE-38265 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.

29.01-328

Accounts Payable


PACE-30464 The Purchase Journal (purchase-journal.rpt) no longer truncates longer bill numbers.

29.01-564

PACE-36776 The Purchase Journal report (purchase-journal.rpt) now displays the correct vendor and bill, even when another bill with the same number exists for a different vendor.

29.01-206

PACE-37654 The Canada Print Check report (print-check-form-canada.rpt) now displays the date in the correct format, DDMMYYYY.

29.01-181

Accounts Receivable


PACE-33919 The receivable now stores the tax rate breakdown so that tax reports display the tax rate as it was on the date of the transaction

29.01-59

PACE-33325 Tax Rates 2 and higher now appear separately on the Sales Tax report (sales-tax-report.rpt), even when Tax Distributions include non-taxable lines. Tax 2 and Tax 3 appear in their own columns, while amounts for Tax 4 and higher are combined into a new column labeled "Other."

29.01-59

PACE-33893 In the Sales Tax report (sales-tax-report.rpt), the system now properly displays invoice extras that are non-taxable in the exemptions column.

29.01-59

Admin Console


PACE-35234 The "System Statistics" page now opens correctly on the Admin Console.

29.01-321

PACE-27988 You can now access the Object Model Diagrams page on the Admin Console.

29.01-95


Customization Toolkit


PACE-38310 You can now execute up to 15 concurrent reports in EFI Pace. 29.01-232

PACE-36396 You can now successfully add or update User Defined Fields, and the system correctly updates them on the User Defined Forms.

29.01-139

Estimating


PACE-41586 When you recalculate an existing estimate, the system no longer changes the estimate results with every recalculation and retains the results unless you modify the estimate or estimate setup.

29.01-818

PACE-41082 The result summary on the Estimate Detail report (estimate-detail.rpt) now appears correctly on the report.

29.01-770

PACE-41083 The result summary on the Estimate Part Summary report (estimate-part-summary.rpt) now appears correctly on the report.

29.01-770

PACE-41084 The result summary on the Estimate Summary report (estimate-summary.rpt) now appears correctly on the report.

29.01-770

PACE-41006 When you set the Price Rounding Method in an estimate, to 1-.01 / 2-.1 / 3-1 / 4-10, the system now adds the quantity on all parts from the Total Qtys tab and context navigational menu without error.

29.01-723

PACE-40912 You can now deselect the Show Value Added Chart check box on the Production Type Setup Detail page and updated the page successfully without error.

29.01-693

PACE-23677 When you click Refresh Qty/Price on an estimate quote letter, the system now retains all notes, including the price notes that appear above the Price grid in the finished letter.

29.01-693

PACE-37533 When you upgrade your EFI Pace system to version 29.01, the system forces the Setup Price and Unit Price fields on existing estimates that contain outside purchases.

29.01-687

PACE-40818 The Estimate Overall Summary report (estimate-overall-summary.rpt) now properly displays the Results Summary section of the report.

29.01-685

PACE-37653 The following calculations apply if you deselect the Number of Inks Determines Coverage check box when you add or update an estimate:

1. If the Ink Default field in the Job Product Type settings contains no value, then the system uses the EstimatePart object in the Object Model Browser to populate the coverage.

2. If you select an ink default in the Job Product Type settings, then the system uses the InkDefault object to populate the coverage.

3. If you select an ink default in the Job Product Type settings and do not include any coverage values, the system populates coverage from the InkDefault object in the Object Model Browser.

29.01-669

PACE-39767 If you try to reconvert an estimate to a job after deleting previously shipped job parts, the conversion fails and a detailed error message appears.

29.01-588



PACE-35722 The system does not produce a "calculation aborted" error when you do not select an invalid estimate press run method as the selected press for the calculation.

29.01-194

PACE-37278 When you convert a job with an additional description to an estimate, the system now creates the estimate with an additional description.

29.01-187

PACE-19020 The system now sorts the buyout quantities in sequential order. 29.01-187

General Ledger


PACE-35826 The system now correctly recalculates Current, Posted and Pending balances.

29.01-728

PACE-38119 The system now updates the GL account posted balance without requiring a refresh.

29.01-372

PACE-18579 When you enter journal entries in Internet Explorer using the "Add With Details" feature, the system now refreshes between each Add to display the previously entered journal entry.

29.01-47

Inventory


PACE-41005 When you use the Metric Ton Unit of Measure, EFI Pace now sets the associated quantity unit of measure to "Sheet."

29.01-709

PACE-40966 The system now correctly recalculates estimate papers linked to inventory items with vendor costing.

29.01-698

Job Billing


PACE-41384 You can now post an invoice batch even if the invoice and deposit are in a different currency from the Job and Customer records.

29.01-808

PACE-40965 The system no longer calculates tax from only one source when an invoice type is pre-bill.

29.01-772

PACE-40973 The system now maintains the freight cost total on invoices as entered on shipments, even when you distribute the costs across many parts so that the costs cannot be divided evenly.

29.01-717



PACE-32525 The Job Billing module now calculates tax on freight when calculating sales tax based on Ship To addresses, without using a third-party tax calculation product. Please note that for this feature to function properly, the following criteria must be met:

1. They system does not include a licensed and active third-party tax calculator.

2. The field, Tax Rate From Location, on the Job Type record includes a value of Job Shipment Zip.

3. The states where products ship include a value of Sales Tax Category in the Sales Tax Calculation Basis field.

4. You linked the invoice extra for freight to a sales category with the Taxable check box selected.

29.01-691

PACE-35812 The system now properly distributes the commission base on an invoice correctly for a multiple part job, even if you use products and the invoice level option of Invoice All Job Products Together/Show Parts.

29.01-188

PACE-37736 The Job Billing Worksheet (jobbilling-job-worksheet.rpt) now includes job header information, even when there are no estimated or actual costs.

29.01-188

Job Planning


PACE-39030 EFI Pace now updates job plans when you use the Data Collection module.

29.01-541

PACE-37645 The Pert Chart on the Production Plan page now displays task links correctly, even when an activity code description includes a special character.

29.01-156

PaceConnect-Metrix


PACE-41577 When you commit an estimate with a large number of parts from the Metrix client to a EFI Pace estimate, you no longer receive an HTTP error.

29.01-835

PACE-40636 EFI Pace no longer aborts the calculation in the Estimating module when Metrix is enabled and no cutting is involved.

29.01-653

PACE-29692 When a Metrix-calculated estimate includes an odd press with the same run size, run method and press information as a primary press, the system correctly calculates the amount required and other press-related values (i.e., makeready and run spoilage) as compared to the EFI Pace-calculated estimate whenever you enable or disable repetitive runs.

29.01-179

PACE-29164 EFI Pace now sends the odd form run method to Metrix with the preferred settings.

29.01-172



PACE-40034 PACE-35529

When you use weight-based UOMs for the paper cost on an estimate, the system now converts the cost to Cost Per Thousand for weight-based UOMs, such as Kilogram and Metric Ton.

29.01-169

PACE-35905 EFI Pace Metrix estimate calculations no longer switch between presses when you recalculate the estimate without any edits to the estimate.

29.01-94

PACE-32051 When you calculate a Metrix ganged estimate that contains plies on parts, the system now correctly calculates press sheets, run hours, and material price.

29.01-40

PACE-36992 You can now use stocks up to 6 inches thick (152 mm). If any stock exceeds 6 inches, the PaceConnect generates a message that the system cannot send/sync that stock.

29.01-1

PACE-35355 When ganging fails, EFI Pace now produces a reasonable descriptive message, noting that the combo job was not created and the specific error message from Metrix.

29.01-1

PACE-34904 The system now correctly assigns the content files on job parts for bound products, flat products and folded products.

29.01-1

PACE-33422 When you select the Calculate Press Form Level Fields check box on the Metrix Setup tab of the Metrix PaceConnect Detail page, the system now calculates and forces the values, as designed.

Otherwise, when you deselect the Calculate Press Form Level Fields check box, the system uses the values from the estimate to populate the fields on job part press form, using a calculation during a reverse conversion. These fields are not forced on the reverse-converted estimate.

By default the system selects the Calculate Press Form Level Fields check box for backward compatibility.

29.01-1

PACE-28247 The system now marks the Gangable check box as read-only when estimate parts are ganged.

29.01-1

PACE-25049 EFI Pace now sends information for odd presses to Metrix in the preferred settings.

29.01-1

PACE-38308 Combo jobs no longer have circular links. 29.01-1

PACE-41707 With build 2016.1.1629 of the Metrix client, larger estimate part quantities no longer appear to stall, but rather continue to provide progress indicators until complete.

29.01-1




PACE-41158 The PrintFlow Job Exporter PaceConnect record no longer displays failure executions when importing XML with special characters (e.g., German Diacritics).

29.01-730

PACE-38385 When processing large jobs of 20 or more parts with control gates, EFI Pace is now 300% faster when checking the control gates.

29.01-222

PACE-24616 The system no longer unschedules the finishing job plans when you create purchase orders for the job part outside purchase. Additionally, when the system receives the purchase order line, EFI Pace now updates the corresponding job plans and sets the status to Process Complete.

29.01-151



PACE-34308 EFI Pace now sends a Delete FGARN to PrintStream when you delete a planned Ship To Inventory record in EFI Pace.

29.01-126

Payroll


PACE-40820 The system now properly displays quarters with zero wages in the Social Security Wages section of the Payroll Quarterly Summary report (payroll-quarterly-summary.rpt).

29.01-748

PACE-37468 The system now correctly reports SUTA and FUTA on the Payroll Quarterly Summary report (payroll-quarterly-summary.rpt).

29.01-718

Price List Quoting


PACE-30854 When you duplicate a price list quote, the system now maintains the same product part sequence.

29.01-667

Purchasing


PACE-41339 The system now receives purchase orders properly, without a parsing error, even if a purchase order includes a currency other than the base currency.

27.01-811

PACE-41123 When you use non-inventory items on Job Material and Job Part Outside Purchase records, the system now displays the correct quantity UOM on the purchase order when you use the PO Auto Create feature.

27.01-754



PACE-41177 When you add a manual purchase order line, if the Price or Qty UOM field contains a null value, the system now displays a Check Again message, rather than an Unfortunate Occurrence, as UOMs are required for each type of field on the line item.

27.01-745

PACE-41239 When you create a Purchase Order from a job part buyout that uses C, CWT, M, or MT as the Unit of Measure, the Purchase Order line quantity UOM now defaults to SH to ensure the extended price is correct. Please note that EFI will add a quantity UOM to the job part buyout and job material objects in an upcoming release.

29.01-731

PACE-41233 The system now accurately calculates job costs generated from the receipt of purchase order lines set to LOT pricing.

29.01-731

PACE-41081 The system now receives the correct quantity and extended price for purchase orders that include a unit of measure of CWT, and passes the information to the A/P bill when created.

29.01-709

PACE-38757 The system now calculates the correct taxes, even when multiple purchase order lines include multiple Units of Measure, including the "Lot" UOM.

29.01-455

PACE-31459 The Purchase Order Receipt report (purchase-order-receipts.rpt) now calculates & displays the extended price according to the received quantity.

29.01-389

PACE-32398 The Purchase Order Receipt report (purchase-order-receipts.rpt) now correctly displays the extended price for receipts with a UOM of "lb."

29.01-370

System Security


PACE-39044 When you unlock a system user, the system now resets the "Failed Login Count" to 0.

29.01-301

Universal Importer


PACE-32892 The system now sets the size allowances from the fold patterns on estimates that you import.

29.01-307

PACE-29141 The Universal Importer now imports general ledger journal entries by specifying the GL account number without error.

29.01-292

Workbench


PACE-38884 Workbench now works if users have more than 4 roles, and no longer displays a Workbench Login screen. Additionally, Workbench now supports multiple layouts, to organize widgets on different canvases.

29.01-823

System Specifications | Release Notes 39

System Specifications

Hardware and Software

For details of the EFI Pace system requirements, please refer to the following:

• EFI Pace Appliance Server Package Quick Start Guide

• EFI Pace Physical Appliance Upgrade Guide, distributed with your EFI Pace physical appliance server (if applicable.)

• EFI Pace Virtual Appliance Upgrade And Operating System Update Guide, provided if your EFI Pace system uses a virtual machine (VM).

• Introduction to EFI Pace Reference Guide, located in the EFI Pace Online Help system.

PaceConnect Integrations

EFI Pace is integrated with the following other products. Be sure to install the version of the product supported for EFI Pace v29.01 and follow the specific installation instructions for that product. Refer to the “Integrated EFI products certified for use with EFI Pace” topic in the Online Help system for a list of products and versions currently certified for use with EFI Pace.

• Apogee 10

• Auto-Count 17.2.1.27

• Digital StoreFront 9.8.0.22776

• EFI Pace Scheduler 7.2.1.12

• Eflow 5.1.0.0, build 51024

• Fiery Central FC 2.8.2.30 with FJDF 1.5.1.19

• Fiery FJDF 1.5.1.19

• Fiery XF 6.4

• Metrix 2016.11619

• PrintFlow Connector 17.1.12.0

• PrintFlow Full 17.2.45.0

• PrintFlow Website 17.2.2.306

• Prinect 15.0

• Prinergy 8

• ProcessShipper 7.4.0-10


Database Changes

You should run the Version Compare Tool in the EFI Pace Admin Console before you upgrade your EFI Pace system. This tool enables you to view all the changes made to the database in EFI Pace version 29.01 since your last upgrade. Because these changes may affect custom jobs or reports in your system, you should check and modify any customizations as necessary to match the new database schema.

To compare versions of EFI Pace, do all of the following:

1 Navigate to the Backup/Upgrade section of the EFI Pace Admin Console main page and click Version Comparison Tool.

Tip: Refer to the Admin Console guide in the EFI Pace Online Help system for information on how to log into the EFI Pace Admin Console and additional details.

The Version Compare Tool page appears.

2 Do all of the following:

• In the Old Version field, select your current version of EFI Pace.

• In the New Version field, select the version of EFI Pace to which you want to upgrade.

• Click Show Differences.

The Version Compare Tool page refreshes, with a list of statistics and differences between the two version of EFI Pace that you selected, including new, modified, and removed fields and objects.

Appendix A: Standard Forms With Unit Of Measure Changes | Release Notes 41

Appendix A: Standard Forms With Unit Of Measure Changes

The following is a comprehensive list of the standard EFI Pace forms affected by the new Unit Of Measure functionality:

• InventoryItem.add

• InventoryItem.addDynamic

• InventoryItem.detail

• InventoryItemPurchaseUom.addDynamic

• InventoryItemVendor.detail

• InventoryLine.add

• InventoryLine.addCloneFromDC

• InventoryLine.addDCFromJob

• InventoryLine.addDCFromJobMaterial

• InventoryLine.addDCFromJobPart

• InventoryLine.addFromBatch

• InventoryLine.addFromEmployeeTime

• InventoryLine.detailUnPosted

• InventoryLine.fromDC

• InventoryLine.fromDCEditable

• InventoryLine.makeAdjustment

• InventoryLine.move

• InventoryLine.pull

• InventoryLine.remove

• PurchaseOrder.add

• PurchaseOrder.autoCreate

• PurchaseOrderLine.add

• PurchaseOrderLine.addFromInventoryItem

• PurchaseOrderLine.addFromJob

• PurchaseOrderLine.addFromJobMaterial

• PurchaseOrderLine.addFromJobPart

• PurchaseOrderLine.addFromJobPartOutsidePurch

• PurchaseOrderLine.addNewFromInventoryItem

• PurchaseOrderLine.addNewFromJobMaterial

• PurchaseOrderLine.addNewFromJobPartOutsidePurch

• PurchaseOrderLine.detail

• PurchaseOrderReceipt.detail

• PurchaseOrder.receive

• UOM.add


• UOM.detail

• includable/POL_InventoryItemDetailsForInventoryPage.xml

• includable/POL_InventoryItemDetailsWithoutLoad.xml

• includable/POL_InventoryItemdetails.xml

• includable/POL_InventoryItemDetails.xml

• includable/POL_PaperDetails.xml

• includable/POL_PurchasingAmountDetails.xml

• includable/POL_VendorItemFieldsDetailsForExisting.xml

• includable/POL_VendorItemFieldsDetails.xml

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