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Page 1: EFI Pace Release Notespace-clientfiles.efi.com/releasematerials/documents/30/Pace_v30.0RNs.pdf · 8 EFI Pace ⚫ | Release Notes Introduction This guide describes the changes made

EFI Pace Release Notes

Version 30.0 May / 2018

Page 2: EFI Pace Release Notespace-clientfiles.efi.com/releasematerials/documents/30/Pace_v30.0RNs.pdf · 8 EFI Pace ⚫ | Release Notes Introduction This guide describes the changes made

Introduction | Release Notes ⚫ 3

Copyright © 2002-2019 by Electronics for Imaging, Inc. All Rights Reserved.

EFI Pace | Release Notes

October, 2019 Version 30.0

Document Version 13, including EFI Pace version 30.00-2875

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.

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4 ⚫ EFI Pace | Release Notes

Table of Contents

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

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

Version 30.0 Enhancements ......................................................................................... 9

Version 30.0-2875 ................................................................................................................................. 9 Accounting Integration ..................................................................................................................... 9

Version 30.0-2758 ................................................................................................................................. 9 Accounting Integration ..................................................................................................................... 9

Version 30.0-2704 ................................................................................................................................. 9 Accounting Integration ..................................................................................................................... 9

Version 30.0-2634 ................................................................................................................................. 9 Inventory .......................................................................................................................................... 9 PaceConnect-Digital StoreFront ...................................................................................................... 9

Version 30.0-2500 ............................................................................................................................... 10 Admin Console ............................................................................................................................... 10

Version 30.0-2459 ............................................................................................................................... 10 Custom Report Writer .................................................................................................................... 10

Version 30.0-2380 ............................................................................................................................... 10 System Security ............................................................................................................................. 10

Version 30.0-2319 ............................................................................................................................... 10 Accounting Integration ................................................................................................................... 10 API .................................................................................................................................................. 10 Estimating ...................................................................................................................................... 10 Inventory ........................................................................................................................................ 11

Version 30.0-2139 ............................................................................................................................... 11 User Interface ................................................................................................................................. 11 Unit Of Measure ............................................................................................................................. 13 Framework ..................................................................................................................................... 16 Accounts Payable .......................................................................................................................... 16 Accounts Receivable ...................................................................................................................... 17 Admin Console ............................................................................................................................... 17 Customization Toolkit ..................................................................................................................... 17 EFI Pace ........................................................................................................................................ 17 Estimating/Unit Of Measure ........................................................................................................... 17 Estimating ...................................................................................................................................... 18 General Ledger .............................................................................................................................. 18 Inventory ........................................................................................................................................ 18 JDF ................................................................................................................................................. 19 JMF ................................................................................................................................................ 19 Job Billing ....................................................................................................................................... 19 Job Control Center ......................................................................................................................... 19 Job Planning .................................................................................................................................. 19 PaceConnect .................................................................................................................................. 20 PaceConnect-Fiery ........................................................................................................................ 20

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Introduction | Release Notes ⚫ 5

PaceConnect-Metrix ....................................................................................................................... 20 PaceConnect-PrintStream ............................................................................................................. 20 PaceStation .................................................................................................................................... 20 Productivity Workbench ................................................................................................................. 21 Universal Importer .......................................................................................................................... 21 Documentation ............................................................................................................................... 21

Version 30.0 Fixed Defects ......................................................................................... 22

Version 30.0-2811 ............................................................................................................................... 22 Accounting Integration ................................................................................................................... 22 Job Billing ....................................................................................................................................... 22

Version 30.0-2811 ............................................................................................................................... 22 Estimating ...................................................................................................................................... 22

Version 30.0-2758 ............................................................................................................................... 22 Accounting Integration ................................................................................................................... 22 Estimating ...................................................................................................................................... 23 General Ledger .............................................................................................................................. 23

Version 30.0-2704 ............................................................................................................................... 23 General Ledger .............................................................................................................................. 23 Job Planning .................................................................................................................................. 23 Job Shipments ............................................................................................................................... 23 PaceStation .................................................................................................................................... 23 PageFlex Integration ...................................................................................................................... 24

Version 30.0-2665 ............................................................................................................................... 24 Accounting Integration ................................................................................................................... 24 Estimating ...................................................................................................................................... 24 System Inspector ........................................................................................................................... 24

Version 30.0-2634 ............................................................................................................................... 24 Job Billing ....................................................................................................................................... 24

Version 30.0-2606 ............................................................................................................................... 25 Accounting Integration ................................................................................................................... 25 Accounts Receivable ...................................................................................................................... 25 Estimating ...................................................................................................................................... 25

Version 30.0-2570 ............................................................................................................................... 25 Estimating ...................................................................................................................................... 25 Inventory ........................................................................................................................................ 25 Job Billing ....................................................................................................................................... 26

Version 30.0-2527 ............................................................................................................................... 26 Estimating ...................................................................................................................................... 26 Security .......................................................................................................................................... 26

Version 30.0-2519 ............................................................................................................................... 26 Estimating ...................................................................................................................................... 26

Version 30.0-2500 ............................................................................................................................... 26 User Interface ................................................................................................................................. 26 Estimating ...................................................................................................................................... 27

Version 30.0-2459 ............................................................................................................................... 27 User Interface ................................................................................................................................. 27

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6 ⚫ EFI Pace | Release Notes

Accounting Integration ................................................................................................................... 27 Accounts Payable .......................................................................................................................... 27 Accounts Receivable ...................................................................................................................... 27 Estimating ...................................................................................................................................... 28 Job Billing ....................................................................................................................................... 28 Job Control Center ......................................................................................................................... 28 PaceConnect-PrintFlow ................................................................................................................. 28 Reporting ........................................................................................................................................ 28

Version 30.0-2380 ............................................................................................................................... 28 User Interface ................................................................................................................................. 28 Accounting Integration ................................................................................................................... 29 Bank Reconciliation ........................................................................................................................ 29 Customer Relationship Management (CRM) ................................................................................. 29 Data Collection ............................................................................................................................... 29 EFI Pace Scheduling ...................................................................................................................... 29 Estimating ...................................................................................................................................... 30 Framework ..................................................................................................................................... 30 Job Control Center ......................................................................................................................... 30 PaceConnect - Metrix ..................................................................................................................... 30

Version 30.0-2319 ............................................................................................................................... 30 Accounts Payable .......................................................................................................................... 30 Bank Reconciliation ........................................................................................................................ 30 Data Collection ............................................................................................................................... 31 Estimating ...................................................................................................................................... 31 Hardware ........................................................................................................................................ 31 Item Templates .............................................................................................................................. 31 Job Billing ....................................................................................................................................... 31 Job Shipments ............................................................................................................................... 32 PaceConnect-Fiery ........................................................................................................................ 32 Purchasing ..................................................................................................................................... 32 System Security ............................................................................................................................. 32

Version 30.0-2139 ............................................................................................................................... 32 User Interface ................................................................................................................................. 32 Accounts Payable .......................................................................................................................... 32 Accounts Receivable ...................................................................................................................... 33 Customization Toolkit ..................................................................................................................... 33 Data Collection ............................................................................................................................... 33 EFI Pace Scheduling ...................................................................................................................... 34 Estimating ...................................................................................................................................... 34 General Ledger .............................................................................................................................. 34 Hardware ........................................................................................................................................ 35 Inventory ........................................................................................................................................ 35 Job Billing ....................................................................................................................................... 35 Job Control Center ......................................................................................................................... 36 Job History ..................................................................................................................................... 36 Job Shipments ............................................................................................................................... 36

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Introduction | Release Notes ⚫ 7

PaceConnect-Fiery ........................................................................................................................ 36 PaceConnect-Metrix ....................................................................................................................... 37 Payroll ............................................................................................................................................ 37 Productivity Workbench ................................................................................................................. 37 Purchasing ..................................................................................................................................... 37 System Security ............................................................................................................................. 37 Universal Importer .......................................................................................................................... 38

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

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

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

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8 ⚫ EFI Pace | Release Notes

Introduction

This guide describes the changes made in EFI Pace version 30.0. 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 30.0.

Before you upgrade your EFI Pace system to version 30.0, 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

Email: [email protected]

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.

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: 651.365.5321

US Fax: 651.365.5334

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.

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Version 30.0 Enhancements | Release Notes ⚫ 9

Version 30.0 Enhancements This section summarizes the system enhancement updates in EFI Pace version 30.0 by module, including the corresponding issue number. Refer to the “Version 30.0 Fixed Defects” topic for detailed descriptions of all defects repaired in this version of EFI Pace.

Version 30.0-2875

Accounting Integration

[PACE-50810] 30.0-2849 You can now download the eFlow Connector, which is used for the ONESOURCE and Jeeves integrations, from the Other Downloads area of the Admin Console.

Version 30.0-2758

Accounting Integration

[PACE-47229] 30.0-2713 When you set the Tax Rate From Location field to Job Shipment Zip on the Job Type Billing Options tab on the Job Type Detail page, the system displays the new Freight From Carton Contents check box on the invoice. When you select the check box, the freight on the tax distributions is based on the costs from the job shipments. When you deselect the check box, the freight on the tax distributions is based on the value of the Freight Extras.

Version 30.0-2704

Accounting Integration

[PACE-47805] 30.0-2666 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 30.0-2634

Inventory

[PACE-48481] 30.0-2607 When PlantManager submits material transactions for materials pulled from Auto-Count, you can now configure the system to use the inventory locations and bins from the production cost center on the inventory lines created by those transactions.

PaceConnect-Digital StoreFront

[PACE-38981] 30.0-341 When you deselect the Customer Shared check box on the PaceConnect Info tab of the Customer Detail page, the system now displays a warning message that indicates the DSF Company record and all associated contacts will be deleted in Digital StoreFront. You must answer the prompt to continue. In addition, the permissions for the DSF Shared field on the Customer records in the SYSAccounting group now include only read access by default. Please review your existing permissions and consider granting write access only to those who understand the implications. The tooltip for the check box was also updated to indicate the severity of disabling this feature.

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10 ⚫ EFI Pace | Release Notes

Version 30.0-2500

Admin Console

[PACE-48505] 30.0-1424 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 30.0-2459

Custom Report Writer

[PACE-45702] 30.0-1 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 30.0-2380

System Security

[PACE-23322] 30.0-2323 The following seeded system groups no longer include Admin rights:

• Sys Customer

• Sys Inventory Admin

• Sys Job Cost Edit

• Sys Purchasing Admin

Version 30.0-2319

Accounting Integration

[PACE-41435] 30.0-2295 The accounting integration with Jeeves now enables you to create purchase orders in Jeeves. Once you receive a purchase order and post ensuing inventory receipts or job cost records associated to the receipt, the system creates a purchase order in Jeeves via the PaceConnect record.

API

[PACE-47299] 30.01-1393 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.

Estimating

[PACE-46417] 30.0-2259 When you force the quantity for estimate finishing spoilage, the system now calculates the value according to data in the Finishing Operation Speed table.

[PACE-47016] 30.0-2251 When you duplicate an estimate, the system now records the previous estimate number on the new estimate and displays it on the Estimate Detail page.

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Version 30.0 Enhancements | Release Notes ⚫ 11

Inventory

[PACE-23237] 30.0-2291 EFI Pace does not include inventory transactions with a Count type when calculating the inventory item's Quantity Sold Month To Date and the Sales MTD totals.

Version 30.0-2139

User Interface

Note Version 30.0 of EFI Pace introduces a completely new, modernized look. It features a new color scheme and style, a new menu, and a variety of other enhancements that promote improved usability. Because of the extensive enhancements provided with the new EFI Pace User Interface, customized cascading style sheets (.css) from previous versions are not compatible and must be modified before you can use them. To prevent any issues or errors after upgrading your EFI Pace system, all custom .css files are deactivated during the update process.

[PACE-25742] 30.0-2021 You can now use the following keyboard shortcuts to access certain menu features:

• M or SHIFT+M: Open the menu (similar to clicking the blue highlighted module on the main menu bar.)

• S or SHIFT+S or SPACE bar three times: Open the menu Search feature (similar to clicking the menu Search button on the menu bar.)

• CTRL+S or CMD+S: Update the current page (similar to clicking the Update button.)

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12 ⚫ EFI Pace | Release Notes

[PACE-28057] 30.0-1622 EFI Pace now uses new .css stylesheets. Please note that custom .css files are disabled and you may need to adjust them to match the new styles.

To reactivate the .css, on the Company Setup Detail page, select a look-and-feel from the drop-down list.

[PACE-43870] 30.0-1383 The EFI Pace main menu includes the following enhancements:

• The menu now opens as a menu bar with module icons. • The system indicates a custom option on the EFI Pace Main Menu with a circle icon containing the

option's initials. • The system highlights the currently active module in blue. • When you click a blue highlighted item, the menu opens to the current sub-level. • The menu no longer contains multiple levels of sub-menus, but instead appears as a new mega menu

that displays all items of the selected module in one big screen. • When you open a menu option, you can start typing anywhere to search through the menu.

[PACE-40151] 30.0-1274 When you add a purchase order anywhere in the system, the system now uses the first active record as the Purchase Order Type by default.

[PACE-40750] 30.0-865 The EFI Pace User Interface includes the following enhancements:

• Grids with multiple columns now feature Column Sets, which provide an easy way to show or hide some of the columns in a grid and makes the grid easier to read and edit.

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Version 30.0 Enhancements | Release Notes ⚫ 13

• Context menus use a vertical reading order, for better readability.

• You can click the items in the breadcrumb menu to navigate to the Detail page of that item, without clicking the Detail button on the context menu.

• The Add In Grid option now appears as a new line below the last line in the grid, and you can add new lines without touching the mouse by using the Tab and Enter keys.

• The headers in PaceStation lists are now frozen so that the column name is always visible when you scroll down a List page.

• Status fields now display status colors, and you can define individual colors for custom statuses.

[PACE-32391/ PACE-40731] 30.0-811 Your system administrator can now use the Use Custom Sidebar Background Color and Sidebar Background Color fields on the Company Setup tab of the Company detail page to define a background color for the main menu bar so you can distinguish between different EFI Pace servers, such as staging and production systems.

To make the change, from the EFI Pace main menu, navigate to Administration > System Setup > General > Company Setup. On the Company Setup tab, scroll to the Appearance area, and select the Use Custom Sidebar Background Color check box. Modify the value in the Sidebar Background Color field as desired, then click Update to save your changes. You do not need to restart the system, as the changes are effective immediately.

Unit Of Measure

[PACE-38668] 30.0-2060 When you upgrade to version 30 of EFI Pace, a system inspector checks if any xPaths use a hard-coded size denominator instead of /@sizedenominator. If such xPaths exist, you should review and adjust them, using the size denominator variable. During the upgrade, the size denominator changes to 1, so other hard-coded numbers will result in incorrect calculations.

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14 ⚫ EFI Pace | Release Notes

[PACE-38337] 30.0-1 The Legacy UOM mode is no longer available, and the system now includes the Unit Of Measure enhancement by default, which was originally introduced in EFI Pace version 26.0.

Important: To ensure a smooth upgrade, please review the EFI Pace Upgrade Guide and run the System Inspector tool to configure the units of measure already in your system with the new required fields.

Upon upgrading, EFI Pace seeds a number of new Unit of Measure (UOM) records. If your system already includes a UOM record that matches a newly seeded UOM, please ensure that the ID, Description and Unit Quantity fields in your existing record match the values in the seeded records exactly. This enables EFI Pace to map your existing UOM to the newly seeded one.

If you created a UOM that uses one of the seeded IDs but for a different UOM, then when you upgrade your system, EFI Pace automatically appends a period (.) to the end of your existing ID and updates all the existing usage of this UOM record to correspond to the new ID. For example, if your system includes a UOM record with an ID of “G” for “Gallons” rather than “Grams,” then upon upgrade, EFI Pace automatically renames the ID of your UOM from "G" to "G." and adds a new UOM record with ID of "G" for Grams. The "G." (Gallons) UOM remains associated with the same objects and with the same effects. In this case, because the system adds a new seeded UOM record for Gallons with ID "GA," it is recommended that you use this UOM instead of the custom "G." Gallons record to ensure that you have the correct EFI Pace-supported UOMs and can take full advantage of new system features.

The seeded UOM records include the following:

ID Description Unit Quantity

Quantity UOMs

EA Each 1

SH Sheet 1

C /Hundred 100

M /Thousand 1000

LT Lot 1

RL /Roll 1

BX Box 1

Volume UOMs

GA Gallon 1

L Liter 1

Weight UOMs

LB Pound 1

CW CWT 1

KG Kilogram 1

MT Metric Ton 1

G Gram 1

Length UOMs

LI Linear Inch 1

LF Linear Feet 1

YD Linear Yard 1

MM Millimeter 1

LM Linear Meter 1

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Version 30.0 Enhancements | Release Notes ⚫ 15

ID Description Unit Quantity

Area UOMs

SI Square Inch 1

SF Square Foot 1

MS MSI 1000

SM Square Meter 1

Thickness UOMs

PT Points 1

MIL Mils 1

IT Inches 1

UM Micron 1

MMT Millimeter 1

The system also seeds the following new UOM records, but these records are inactive by default unless your system includes an existing matching UOM:

ID Description Unit Quantity

QT Quart 1

FO Fluid Ounce 1

FP Pint 1

I3 Cubic Inch 1

F3 Cubic Foot 1

Y3 Cubic Yard 1

ML Milliliter 1

CL Centiliter 1

DL Deciliter 1

C3 Cubic Centimeter 1

M3 Cubic Meter 1

OZ Ounce 1

DR Dram 1

CM Centimeter 1

DM Decimeter 1

SY Square Yard 1

SC Square Centimeter 1

SMM Square Millimeter 1

After you upgrade any of your UOM records, if they are not mapped to the new EFI Pace seeded version of the UOM, you must update the following three fields on each record:

• Measurement system: Enter Metric, Imperial, or All to indicate how EFI Pace must convert the UOM record from one system to another.

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16 ⚫ EFI Pace | Release Notes

• UOM Dimension: Enter Length, Area, Weight, Volume, Quantity, or Thickness to indicate the units of measure functional groups that controls where in the system the UOM records are available.

• Base UOM Conversion: Enter the conversion factor for converting this UOM record to the base UOM for this measurement system and dimension, based on the following:

UOM Dimension Imperial Base Metric Base

Length LI (Linear Inch) MM (Millimeter)

Area SI (Square Inch) SM (Square Meter)

Weight LB (Pound) KG (Kilogram)

Volume GA (Gallon) L (Liter)

Quantity EA (Each) EA (Each)

Thickness IT (Inches) MMT (Millimeter)

You can locate and copy a new EFI Pace-seeded UOM record with the applicable values into your custom UOM records.

This enhancement includes the following features:

• Three-character ID field.

• User-defined abbreviations for units of measure.

• Enhancements to purchasing units of measure to allow for fractional quantities.

• Ability to inactivate the existing default purchasing unit of measure and select a new default.

• Support for roll fed presses.

• Ability to define both LB and GSM weight papers in the one system.

Framework

[PACE-38669] 30.0-1722 When you move from the legacy UOM setup to the current UOM setup, the system disables auto-ranging for all UOMs.

[PACE-43752] 30.0-1248 You can now configure the EFI Pace system to send object data to eFlow for reporting the data analytics on Job, Estimate and Estimate Request records by default. You can now configure the required objects to share data with eFlow.

[PACE-804] 30.0-1112 EFI Pace redirects you to the main login screen if you type the IP address of the EFI Pace server in your browser's URL address bar.

[PACE-39112] 30.0-600 The EFI Pace appliance has been upgraded to Debian Stretch, Apache 2.4.25, PHP 7, Perl 5 and PostgreSQL 9.6.4.

Accounts Payable

[PACE-44773] 30.0-1460 The Select Bills For Payment page now includes the new Selected for Payment tab. When you select bills for payment, the system lists the bills in a grid on this tab based on the batch you select. When unpaid, the system displays the bill on the main Pay tab so you can select it later.

[PACE-28902] 30.0-1358 The Unposted Bill Detail page displays the Next and Previous buttons, similar to the Job Billing Invoice page.

[PACE-40631] 30.0-1126 The system now displays a job number in the Bill Line area when a PO line receipt references a job.

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Version 30.0 Enhancements | Release Notes ⚫ 17

[PACE-40939] 30.0-745 The system now includes a new 1099 Type of 04 - Interest.

Accounts Receivable

[PACE-44213] 30.0-1418 You can now make Customer Groups inactive. You can also add attachments to the Customer Groups.

[PACE-35806] 30.0-1121 You can now add customers and vendors via the main menu by navigating to Accounting > Receivables and Accounting > Payable.

[PACE-6608] 30.0-1007 You can now sort the GL Account column of the Sales Category List by Account, rather than GL Account ID.

Admin Console

[PACE-5574] 30.0-1112 The Admin Console now includes a hyperlink to the release notes.

Customization Toolkit

[PACE-35762] 30.0-1 Notifications now display the time in addition to the date in the Notifications drop-down list.

EFI Pace

Note When you try to use Amazon AWS CLI to import EFI Pace v30 to a virtual machine, an “unsupported kernel” error appears. Currently, the AWS CLI import feature does not support Debian 9, which is the underlying operating system for EFI Pace v30. As there is no given timeframe for adding Debian 9 support, please refer to the AWS Support department for information about future support.

Estimating/Unit Of Measure

Note After you upgrade your EFI Pace system to version 30, the Estimating module ensures all “sheet” related information in the Estimate Press section of an estimate is relative to a “run size” sheet. Prior to this upgrade, some fields, while labeled as “sheets,” actually display “press units” instead. Due to the change in the meaning of the fields, if you forced these fields prior to upgrade, the system calculates them differently after upgrade, specifically in cases where the press type is not impressions per hour, which causes the estimate to be incorrect. This does not apply to any estimate that does not include forced fields, as the system recalculates these estimates to include the correct values. However, for any estimates where the values are forced and the press type uses a unit other than sheets (e.g., linear inch, or square meter, etc), the system recalculates the estimate to recalculate to something dramatically different, which requires that you either unforce these values, then recalculate and review, or change the forced value to a number that matches the new definition. These specific fields affected are Make Ready Sheets, Run Spoilage Sheets, Finishing Make Ready Sheets, and Finishing Run Spoilage Sheets on the Estimate Press record.

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18 ⚫ EFI Pace | Release Notes

Estimating

[PACE-45159] 30.0-375 The system now includes a new unit of measure (UOM) to support weight-based roll stocks. The new weight UOM is CWT Roll, and converts to 100 of the base weight unit of measure. When you upgrade your system, EFI Pace changes any roll inventory items that previously used C-Hundred as the pricing unit of measure to the new unit of measure.

Additionally, the system converts upon upgrade any standard paper type paper cost records or estimate paper records that you configured as rolls and use C-Hundred as the cost unit of measure.

[PACE-41674] 30.0-1 Unit Of Measure records added using the dynamic add feature on the Inventory Item Purchase UOM record do not appear in UOM drop-down fields outside of Purchasing.

[PACE-42281] 30.0-1 The Estimate Paper record now includes a Target UOM field. When you select a target UOM and recalculate the estimate, the system recalculates the planned quantity based on the target UOM you select.

[PACE-45667] 30.0-1 The system now calculates Sheets Off Press as the total of Press Sheets + Finishing MR Sheets + Finishing Run Spoilage Sheets for all press types in the estimate quantity.

[PACE-41935] 30.0-1 The Unit Price on the Estimate Outside Purchase record is no longer UOM aware.

[PACE-42269] 30.0-1 Estimating now includes validation to enforce a 1-to-1 relationship in objects that are not yet UOM aware.

[PACE-42266] 30.0-1 The Create Estimate and Convert feature now properly sets the planned quantity UOM on the estimate paper, and the system calculates the quantity, thickness and areas correctly.

[PACE-45190] 30.0-1 The Estimating module now validates configuration as well as estimate usage to ensure that you do not configure roll stock to use a quantity-based UOM.

General Ledger

[PACE-44620] 30.0-1435 The Comparative Income Statement (comparative-income-statement.rpt) includes a new parameter, Include Unposted Journal Entries that displays unposted journal entries when enabled.

Inventory

[PACE-40905] 30.0-1537 EFI Pace now enables you to include cycle counts per inventory location. You can count each location separately and track an individual Last Cycle Count Date.

[PACE-41674] 30.0-151 Unit of measure records added using the dynamic add feature on the Inventory Item Purchase UOM record do not display in UOM drop-down fields outside of the Purchasing module.

[PACE-41315] 30.0-111 The Inventory Item Purchase UOM Detail page now displays a plus sign (+) next to Units of Measure (UOMs) for your convenience. Click the plus sign to create UOMs for different roll lengths, box sizes etc.

[PACE-41672] 30.0-1 When you add a unit of measure from an inventory item, the system verifies that a duplicate unit of measure is not added.

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Version 30.0 Enhancements | Release Notes ⚫ 19

[PACE-42307] 30.0-1 When you upgrade from version 29.01 or 29.0 to version 30.0, the system now creates the new UOM, CX, for all the roll inventory items with a UOM value of C. If your system already includes the CX UOM when you upgrade, the system changes all CX UOM values to CX_, regardless of the paper type (roll, sheet or finished good). The system then uses the new UOM, CX, as the weight UOM. Additionally, the system retains the UOMs on Job Material records, Purchase Order lines, Purchase Order receipts, and bill lines.

JDF

[PACE-32010] 30.0-1392 In addition to the existing functionality of JDF 1.2 and JDF 1.3 version support, EFI Pace supports JDF versions 1.4 and 1.5.

[PACE-38855] 30.0-619 EFI Pace sends JDF with multiple signatures on the same sheet, which enables proper pagination for workflow integration.

[PACE-36974] 30.0-43 You can now use the Expression Setup tab on JDF/JMF PaceConnects to add JDF expressions that can add empty new elements with multiple attributes and values.

[PACE-36974] 30.0-1 On the Expression Setup tab of PaceConnect records, you can now add empty JDF elements with multiple attributes and values.

JMF

[PACE-41236] 30.0-1 When the PaceConnect submission method is Send Per Plan for the JDF workflow, the system automatically resends failed submissions if the PaceConnect is unable to send the job plan due to the device being down. Please note that this applies to JMF PaceConnects only.

Job Billing

[PACE-23422] 30.0-1478 The Job Billing post in EFI Pace now enables you to select a single batch to post. Deselect the Allow Process All check box on the Job Billing Setup Detail page to enable single batch selection.

[PACE-41272] 30.0-1336 When you delete all invoice lines on an invoice and then you add a new one, the system assigns the number "1" to the new line. When you add additional invoice lines to an invoice, the system assigns the next line number in the sequence following the existing lines.

[PACE-31124] 30.1095 The Invoice Add page in the Job Billing module now displays the Invoice Level Option selection from the job and enables you to change it as you add the invoice.

[PACE-41663] 30.0-889 The invoice number is non-editable when the Unique Invoice Sequence is enabled on the Job Billing Setup Detail page, and you use a legal entity.

Job Control Center

[PACE-40504] 30.0-1 Job Material records now include a unit of measure for the quantity as well as the unit price unit of measure.

Job Planning

[PACE-43983] 30.0-1412 The Job Plan page now includes a Return To Job button that brings you directly back to the related job and provides smoother navigation for the most frequent action on this page.

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20 ⚫ EFI Pace | Release Notes

[PACE-43721] 30.0-1241 The Job Plan page now displays the Job, Job Parts and PERT chart on the main page, with separate tabs for Job Plans and Critical Dates.

[PACE-41782] 30.0-948

The PERT chart now reflects the task status with respective color displays.

[PACE-43946] 30.0-1 To display job plans on the Critical Dates tab, you must select the On Critical Date Dashboard check box on the Activity Code record, or the cost center’s PrintFlow Class must be the Critical Date In or Critical Date Out.

PaceConnect

[PACE-45871] 30.0-1284 You can now use the XML data importer to look up an ID 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>

PaceConnect-Fiery

[PACE-18387] 30.0-1 The Job Plan now includes a Link Status field that enables job plans to update the status of other job plans. You can use this feature when you want to schedule time for a cost center outside of the Data Collection module. The system uses the value from the new Link Status field on the Activity Code by default.

PaceConnect-Metrix

[PACE-38093] 30.0-932 EFI Pace now sends the Metrix Paper Grade, as configured in the inventory item "Media Grade," to Metrix for inventory items.

PaceConnect-PrintStream

[PACE-5874] 30.0-1441 When PrintStream-shared inventory items are part of a purchase order line, then you cannot receive those purchase order lines from EFI Pace. These PO lines must be purchased in PrintStream.

PaceStation

[PACE-32047] 30.0-1 You can now set a user-related filter in PaceStation. For example, you can now filter estimates so that an inquiry displays only those estimates in which the Estimator field matches the default Estimator.

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Version 30.0 Enhancements | Release Notes ⚫ 21

Productivity Workbench

[PACE-42078] 30.0-1599 The Productivity Workbench widgets now display up to 100 items, instead of 20.

Universal Importer

[PACE-42271] 30.0-1 The system-seeded paper import now supports the new paper UOM enhancements.

Documentation

The Online Help system now includes the new workflow for EFI Pace Productivity Suite v6.0, Workflow #23:

Digital StoreFront – PrintStream – EFI Pace – Metrix – PrintFlow – Process Shipper.

Also, the following workflows for EFI Pace Productivity Suite v6.0 were consolidated for efficiency, and the Online Help system reflects these changes:

• Workflow #2 - EFI Pace - - Third-Party Prepress System – Auto-Count (formerly workflows #2, #18, and #21)

• Workflow #20 - EFI Pace - Metrix - Third-Party Prepress System - EFI Pace Scheduling - Auto-Count (formerly workflows #18, and #21)

Note Workflows #18 and #21 are no longer available, as the information for these workflows were consolidated as indicated.

In addition, the Online Help includes updates to the following guides:

• Accounts Receivable Setup

• Accounts Receivable Usage

• Admin Console

• Custom Report Writer Setup

• Customization Toolkit Setup

• Estimating Setup

• Introduction To EFI Pace Reference

• Item Templates Setup

• Job Billing Setup

• Job Control Center Setup

• Other System Administration

• System Inspector

• System Security

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22 ⚫ EFI Pace | Release Notes

Version 30.0 Fixed Defects This section summarizes the defects fixed in EFI Pace version 30.0 by module, including the corresponding issue number and fix version. Refer to the “Version 30.0 Enhancements” topic for detailed descriptions of all enhancement updates in this version of EFI Pace.

Version 30.0-2811

Accounting Integration

Issue # Description Version Fixed

PACE-50357 If your system includes the ONESOURCE integration, the system no longer times out if you add a Freight Invoice Extra record to an invoice, even if the invoice includes over 500 tax distributions.

30.0-1470

Job Billing

Issue # Description Version Fixed

PACE-47804 If your system includes the ONESOURCE integration, the system successfully returns tax information from ONESOURCE if you add an invoice for a job, even if the job includes over 5000 shipments.

30.0-1470

Version 30.0-2811

Estimating

Issue # Description Version Fixed

PACE-38457 The system now calculates the planned job materials correctly for an estimate with or without Metrix calculation, even if it includes an additional press for a press event when you convert the estimate to a job.

30.0-2799

PACE-32957 The system now applies repetitive runs from the composite product to the calculated estimate.

30.0-2779

PACE-41058 The system now calculates estimates without error, even when they contain an odd number of press forms and you force the Number Up field.

30.0-2778

Version 30.0-2758

Accounting Integration

Issue # Description Version Fixed

PACE-50341 When you integrate EFI Pace with Onesource for tax, if the Ship To country is a value other than US, the system enters D - Destination in the Point of Title Transfer field by default.

30.0-1

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Version 30.0 Fixed Defects | Release Notes ⚫ 23

Estimating

Issue # Description Version Fixed

PACE-46297 The system now displays the outside purchase markup percent for all quantities.

30.0-2715

General Ledger

Issue # Description Version Fixed

PACE-49896 You can now select an accounting period after you click the Period Balances context menu option on the GL Account Detail page without error.

30.0-2711

Version 30.0-2704

General Ledger

Issue # Description Version Fixed

PACE-49026 The Comparative Income Statement report (comparative-income-statement.rpt) now includes the correct Last Year and Last YTD balances.

30.0-419

Job Planning

Issue # Description Version Fixed

PACE-49368 When you click Refresh Plan, the system now retains the job plans, even if you select the Update Job Objects check box on the Job Control Setup Detail page.

30.0-2687

Job Shipments

Issue # Description Version Fixed

PACE-49571 The German translation of Number of skids now fits on the Job Shipment Detail page.

30.0-2702

PaceStation

Issue # Description Version Fixed

PACE-49272 When you edit a PaceStation inquiry, you can now type the letter S or M without the Search Menu opening.

30.0-2677

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24 ⚫ EFI Pace | Release Notes

PageFlex Integration

Issue # Description Version Fixed

PACE-49294 The system now pulls the content file from the output location, instead of the preview, when file is a PDF.

30.0-1439

Version 30.0-2665

Accounting Integration

Issue # Description Version Fixed

PACE-49374 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.

30.0-1435

Estimating

Issue # Description Version Fixed

PACE-48500 When you select a coating option on a new estimate, the production ink details now display a coating value that is tied to the selected coating option.

30.0-2645

PACE-49045 When you add an estimate, the system now uses the values from the job product type for the press ink type values by default.

30.0-2640

PACE-49231 When you change the part description on the estimate request product, the system no longer resets the estimate request product description.

30.0-2637

System Inspector

Issue # Description Version Fixed

PACE-45668 The Select Targets to Inspect options of the system inspector no longer include Data Object Integrity.

30.0-2637

Version 30.0-2634

Job Billing

Issue # Description Version Fixed

PACE-49216 You can now post a batch of consolidated items, and all the invoices objects post without error.

30.0-2617

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Version 30.0 Fixed Defects | Release Notes ⚫ 25

Version 30.0-2606

Accounting Integration

Issue # Description Version Fixed

PACE-48983 When you use the Onesource integration for calculating tax, the system no longer deletes tax distributions when you change the taxable code from Non-taxable to Taxable.

30.0-2593

Accounts Receivable

Issue # Description Version Fixed

PACE-49298 The Sales Tax report (sales-tax-report.rpt) now uses the sales tax amount from the Receivable Line.

30.0-2601

Estimating

Issue # Description Version Fixed

PACE-39308 The system now calculates the coating details and the cost when you use a secondary press for the coating operation.

30.0-2583

Version 30.0-2570

Estimating

Issue # Description Version Fixed

PACE-48180 You can now add a composite product to an estimate containing a job product that includes a forced run size and grain without receiving an incorrect message that the grain must be forced.

30.0-2553

PACE-48918 You can now add a composite product to an existing estimate without error.

30.0-2545

PACE-45526 The system now calculates paper costs the same as multiple-part Metrix calculation estimates when ganging a different number of signatures by part.

30.0-2544

PACE-48627 The system now factors the estimate press run size when calculating the router size.

30.0-2541

Inventory

Issue # Description Version Fixed

PACE-48706 The system now successfully posts inventory count transaction, even when the Inventory Line Detail page includes a calculated user-defined field.

30.0-2528

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26 ⚫ EFI Pace | Release Notes

Job Billing

Issue # Description Version Fixed

PACE-48643 Fixed sizing no longer applies to the Quantity Ordered and Unit Price on an invoice.

30.0-2563

Version 30.0-2527

Estimating

Issue # Description Version Fixed

PACE-47741 Estimate quote letters now display the correct weight type of paper used in the estimate.

30.0-2520

Security

Issue # Description Version Fixed

PACE-46044 The Recent Menu Items list now has a higher maximum configured in the User Security record.

30.0-116

Version 30.0-2519

Estimating

Issue # Description Version Fixed

PACE-48211 The system now retains the paper description when you update or recalculate an estimate, even if you edit the estimate in the grid.

30.0-2519

Version 30.0-2500

User Interface

Issue # Description Version Fixed

PACE-48567 Using the keyboard shortcuts, such as M and S, on drop-down lists no longer redirects you to the main menu/search. Instead, the system displays the related objects/data for that drop-drown list.

30.0-2498

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Version 30.0 Fixed Defects | Release Notes ⚫ 27

Estimating

Issue # Description Version Fixed

PACE-28788 When you configure an estimate for a one-sided run method, and the primary press is one-sided, the odd press will also include a one-sided run method. Additionally, when the estimate paper checkbox, Front and Back Same is deselected, then the system uses a sheetwise run method. If the checkbox is selected, then the system may choose work and turn or tumble run methods, as appropriate.

30.0-2490

PACE-23643 When you select the Calculate Inks By Press check box, you can now force the press to a new press, regardless of the default press ink type.

30.0-2474

Version 30.0-2459

User Interface

Issue # Description Version Fixed

PACE-47364 You can now access the Estimate Detail page without error, even if you have limited permissions to the Estimating module.

30.0-2416

PACE-47658 The Contacts pane in the job shipment navigator now scrolls correctly when you use a Firefox browser.

30.0-2386

Accounting Integration

Issue # Description Version Fixed

PACE-47385 You can now process monthly recurring invoices using the Onesource tax PaceConnect integration.

30.0-2382

Accounts Payable

Issue # Description Version Fixed

PACE-46677 The system now uses the email address in the To field if you email a report and the To contact does not include a first or last name.

30.0-2386

Accounts Receivable

Issue # Description Version Fixed

PACE-46046 The Tax Distribution report (sales-tax-dist.rpt) now displays the correct tax rates.

30.0-2407

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28 ⚫ EFI Pace | Release Notes

Estimating

Issue # Description Version Fixed

PACE-18070 When you configure an outside purchase template with null values for the Default Outside Purchase Setup Markup and Default Outside Purchase Markup fields, the system creates an estimate outside purchase from the template that also includes null values in these fields by default.

30.0-2445

Job Billing

Issue # Description Version Fixed

PACE-47383 The system now correctly updates the tax base on the tax distribution when you add, update, or delete a taxable freight invoice extra.

30.0-2395

Job Control Center

Issue # Description Version Fixed

PACE-38658 You can now update finishing operations without error. 30.0-2434

PaceConnect-PrintFlow

Issue # Description Version Fixed

PACE-46824 The system now properly links the finishing-level job plan to any upstream job plans of a Job Part plan level created by a Purchase Order Add event.

30.0-2411

Reporting

Issue # Description Version Fixed

PACE-47832 The printer list on the Add Printer page now displays the CUPS printers in the list. In addition, the CUPS framework now utilizes your customer-specific user name and password to login to the CUPS Admin module. If you forgot your customer login information, please contact EFI Pace support for your user name and/or password.

30.0-2418

Version 30.0-2380

User Interface

Issue # Description Version Fixed

PACE-47343 You can now resize the navigator panel. 30.0-2379

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Version 30.0 Fixed Defects | Release Notes ⚫ 29

Accounting Integration

Issue # Description Version Fixed

PACE-47401 The system no longer overstates the tax base on a tax distribution. 30.0-2327

Bank Reconciliation

Issue # Description Version Fixed

PACE-27723 The system now updates the Last Reconcile Date for the bank account with the current date when a statement is balanced. The system also updates the bank account's last statement date.

30.0-2338

Customer Relationship Management (CRM)

Issue # Description Version Fixed

PACE-45796 You can now create activities and opportunities with Outlook 2016 when you use the EFI Pace CRM Outlook plugin.

30.0-2327

PACE-47307 The EFI Pace CRM Outlook plug-in now connects successfully under SSL if you use Outlook 2016.

30.0-2327

Data Collection

Issue # Description Version Fixed

PACE-47689 When a system user associated with a workstation starts a Data Collection activity from EFI Pace Scheduler, the system now displays the Start Job Activity page.

30.0-2359

EFI Pace Scheduling

Issue # Description Version Fixed

PACE-42346 If you use EFI's Scheduling applications (i.e., EFI Pace Scheduling or PrintFlow), EFI Pace can automatically update the Earliest Start Date and Time to Critical Tasks in the workflow. If you set a cost center's PrintFlow Class to Critical Date In, EFI Pace displays the Earliest Start Time Push Minutes field.

30.0-2342

PACE-45805 When you reconvert newly duplicated estimates to an existing job after you change the estimate press, the system now deletes the old job plans from EFI Pace Scheduler.

30.0-2331

PACE-46093 When you reconvert a scheduled job and change the estimate so that the system deletes the job part press form, and the press tasks are at job plan level job part, the system displays the correct job plans in EFI Pace and in EFI Pace Scheduler. The Scheduler no longer displays any duplicates.

30.0-1

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30 ⚫ EFI Pace | Release Notes

Estimating

Issue # Description Version Fixed

PACE-46667 When you convert an estimate to a job, the system now correctly converts all estimate materials linked to an estimate finishing operation.

30.0-2339

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

30.0-2325

Framework

Issue # Description Version Fixed

PACE-47352 The system purges the Phoenix temp files when you restart EFI Pace, reports, workbench, and Scheduling.

30.0-1405

Job Control Center

Issue # Description Version Fixed

PACE-36976 You can prevent a job part from being associated with multiple combo jobs if you deselect the new Allow Parts On Multiple Combo Jobs check box on the Job Control Setup Detail page.

30.0-2350

PaceConnect - Metrix

Issue # Description Version Fixed

PACE-46955 You cannot activate the Metrix PaceConnect record if you enabled SSL Redirect, and you cannot activate SSL Redirect if you enabled the Metrix PaceConnect.

30.0-2327

Version 30.0-2319

Accounts Payable

Issue # Description Version Fixed

PACE-41800 The system now rounds the Bill Register report (payables-register.rpt) consistently with the rounding on the bill batch.

30.0-2272

Bank Reconciliation

Issue # Description Version Fixed

PACE-47305 You can now scroll on the Bank Reconciliation Detail page and move from page to page to view all entries. Additionally, the system freezes the headers so that they appear when scrolling down the page.

30.0-2297

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Version 30.0 Fixed Defects | Release Notes ⚫ 31

Data Collection

Issue # Description Version Fixed

PACE-44948 When you post a combo job cost, the system now displays the original transaction date and time (instead of the current date and time) on the Combo Sub-Jobs Job Cost page.

30.0-2264

Estimating

Issue # Description Version Fixed

PACE-45449 The system now prevents you from creating or updating an inventory item if the paper weight is NOT a child of the paper type.

30.0-2298

PACE-43361 You can now use the Use Total Impressions press type setting in conjunction with Metrix calculations on estimates to enable more refined estimate results.

30.0-2289

PACE-41107 You can now convert an estimate to an existing job with shipments without error.

30.0-2245

Hardware

Issue # Description Version Fixed

PACE-9718 The History Cleanup scheduled task now has a faster performance rate.

30.0-2292

Item Templates

Issue # Description Version Fixed

PACE-44775 When you create a job using a combo item template, the system now correctly sets the planned quantities on job materials and quantity ordered on job part records.

30.0-2268

Job Billing

Issue # Description Version Fixed

PACE-44937 If you add a user-defined default to the manufacturing location on an Invoice record, the system uses the default when creating invoices through auto-billing. If no default exists, the system creates the invoice using the manufacturing location from the Job record.

30.0-2271

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32 ⚫ EFI Pace | Release Notes

Job Shipments

Issue # Description Version Fixed

PACE-29140 When you add a shipment from the Job Shipments List page, the system now enters the value from the Third Party/Ship Bill To option into the Charges field by default, and populates the Account Number field with the value from the Customer Detail page.

30.0-2290

PACE-44500 The quantity on the left side of the Job Shipments page now displays the proper quantity for multiple cartons.

30.0-2250

PaceConnect-Fiery

Issue # Description Version Fixed

PACE-46946 You can now process a duplex head-to-toe order to work downstream at the Fiery without issue.

30.0-1

Purchasing

Issue # Description Version Fixed

PACE-46088 You can now successfully access the Accrual report (outstanding-receipts-accrual.rpt) with multiple transactions.

30.0-2270

System Security

Issue # Description Version Fixed

PACE-23030 The system now maintains the changes when you add or remove context items within security groups.

30.0-2296

Version 30.0-2139

User Interface

Issue # Description Version Fixed

PACE-20514 The system now uses the correct language for menus and other areas of EFI Pace.

30.0-2137

PACE-46499 The Estimate Composite Product grid now displays the Num SIgs column and the mass delete option.

30.0-2084

Accounts Payable

Issue # Description Version Fixed

PACE-27389 If you change the conversion rate between the time you entered the AP bill and the payment, the system no longer displays the difference as Open on the AP Detail (ap-detail-listing.rpt) and AP Aging (ap-aging-report.rpt) reports.

30.0-1645

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Version 30.0 Fixed Defects | Release Notes ⚫ 33

Issue # Description Version Fixed

PACE-39677 The system now includes the correct Bill Date on auto-generated bills, even if you generate the bill for a month with fewer days than the current month.

30.0-1315

PACE-38924 The supplier purchase analysis report (supplier-purchases-analysis.rpt) now displays the totals for fiscal year as calendar year when they are the same.

30.0-705

Accounts Receivable

Issue # Description Version Fixed

PACE-44619 The system now adds payments and adjustments from the payment batch in less than a minute, even if the Customer records include a very large amount of open or closed jobs.

30.0-1669

PACE-34398 The system displays the From email address you configure when you email invoices from the Receivables Detail or Payments Detail page, instead of the system default email address. Additionally, the system uses any Sent From email address you configure on the Invoice Reprint report (invoice-reprint.rpt). If the Sent From email address is blank or inactive, the system pulls the From email address from the Accounting Email field on the Company record. If both fields are blank, the system uses the default email address.

30.0-1566

PACE-36382 The Cash Receipts Journal report (cash-receipts-journal.rpt) now prints the full 22-character invoice number on the report.

30.0-1438

PACE-39687 When you create Service Charge invoices, the system populates the invoice, batch, and GL Period date with the date you select, even if the invoice date is before than the current date.

30.0-1312

PACE-41694 When you use actual cost-based taxing, the tax distribution displays the correct tax base and tax amount based on whether the WIP Category is set to Taxable.

30.0-895

PACE-38869 Accounts Receivable module, the AR Detail Summary report (aging-detail-report.rpt) no longer displays a deposit twice.

30.0-659

PACE-40337 The account totals on the Sales Journal Summary now match the account totals on the Sales Journal.

30.0-631

Customization Toolkit

Issue # Description Version Fixed

PACE-12161/ PACE-46288

You can now edit nested includable forms. The Includable Form page displays not only includables of the base form, but also nested includable forms.

30.0-2025

Data Collection

Issue # Description Version Fixed

PACE-44150 The Update button on the Non-Chargeable Transaction End page is now labeled End N/C Time.

30.0-1543

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34 ⚫ EFI Pace | Release Notes

Issue # Description Version Fixed

PACE-44149 The Update button on the Start N/C Time page is now labeled Start N/C Time.

30.0-1540

PACE-44114 The Data Collection Materials area now displays all the materials when you deselect the Inventory Bins check box on the Inventory Setup Detail page.

30.0-1527

EFI Pace Scheduling

Issue # Description Version Fixed

PACE-42584 The system now processes duplicated orders without error after scheduling.

30.0-1

Estimating

Issue # Description Version Fixed

PACE-36757 The pagination on the Price Summary page now functions correctly. 30.0-2069

PACE-46400 The Estimate Add page now calculates the estimate correctly when you change colors.

30.0-2050

PACE-12161/ PACE-46288

You can now edit nested includable forms. The Includable Form page displays not only includables of the base form, but also nested includable forms.

30.0-2025

PACE-45979 The system now chooses only compatible run sizes for a particular press.

30.0-2008

PACE-39875 If a fold pattern in a job product type contains the minimum stock thickness and the maximum stock thickness values, the system now evaluates the product type in a grid when creating a composite product estimate if the stock thickness is in the range of the thickness values.

30.0-1247

PACE-29400 The system now sorts the Standard Type, Paper Type and Weight in alphanumeric order on the Estimate Paper Detail page.

30.0-1201

General Ledger

Issue # Description Version Fixed

PACE-37326 The GL Schedule report (schedule.rpt) now correctly prints the fiscal year, even if the fiscal year and calendar year are different.

30.0-1482

PACE-38749 The single GL batch posting selector displays only approved batches when you deselect the Allow Process All check box on the GL Settings Detail page. When you select the check box, the single batch selector drop-down menu displays approved and unapproved batches.

30.0-1393

PACE-42331 The Trial Balance report (trial-balance.rpt) no longer truncates the GL Register values, even if the GL register number contains 12 characters.

30.0-1192

PACE-33744 The General Ledger Schedule - Comparative Income Statement (schedule-comparative-income-statement.rpt) now correctly calculates the percentages as a proportion of total sales.

30.0-1017

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Version 30.0 Fixed Defects | Release Notes ⚫ 35

Issue # Description Version Fixed

PACE-37753 The period balance now correctly uses the company's base currency symbol.

30.0-670

Hardware

Issue # Description Version Fixed

PACE-46284 The system now posts inventory without any performance issues. 30.0-1

Inventory

Issue # Description Version Fixed

PACE-32988 The system now selects the inventory bin by default when adding Inventory transactions.

30.0-1874

Job Billing

Issue # Description Version Fixed

PACE-36755 When you select additional job products, the system displays freight costs properly on subsequent invoices when you select the Invoice Job Products/Choose Products invoice level option.

30.0-1739

PACE-26891 The Billed Sales report (billed-sales-report.rpt) figures are now consistent with the Sales Journal (sales-journal.rpt).

30.0-1667

PACE-39920 The system passes job invoice notes to the invoice regardless of the Job Billing option or whether the note is associated with a job part.

30.0-1510

PACE-38740 The system now creates Credit/Debit memos with the correct tax, even if you do not use tax distributions.

30.0-1385

PACE-36260 When you use the Job Billing options of All Job Products Show Parts or Choose Products Show Parts, the system lists the invoice lines with the product, followed by the related parts.

30.0-1116

PACE-41611 You can now create an invoice even if the shipment address does not include a state in the Address field.

30.0-850

PACE-39188 After you post an invoice based on a partial shipment, the subsequent invoice lines no longer adds quantities to invoice lines when you add another shipment and invoice the job.

30.0-795

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36 ⚫ EFI Pace | Release Notes

Job Control Center

Issue # Description Version Fixed

PACE-37151 When you process an MTA ticket, the system now consolidates Mixed Media to the parent Job Part Press Form if all pages are in the mix media range.

30.0-1

PACE-42558 The Duplicate page now includes the Project, Filename, and NFC Part Status fields in the Part grid.

30.0-1

PACE-42557 The system no longer duplicates an order if you do not enter a quantity in any of the job parts.

30.0-1

PACE-44141 The system now creates a single job shipment on a duplicated order for a multi-part order.

30.0-1

PACE-42555 The system now includes a link to open the duplicated order on the Duplicate page.

30.0-1

PACE-43711 You can now access the Job Part Finishing Operation Detail page without error.

30.0-1

Job History

Issue # Description Version Fixed

PACE-32820 The archive value added to reports by Job Type, Sales Category and Sales Person no longer overlaps the Description and Customer Code fields.

30.0-1069

Job Shipments

Issue # Description Version Fixed

PACE-40541 The system now writes the 9-digit (XXXXX-ZZZZ) zip code correctly on the Ship To address of the planned shipment for orders created via the FedEx WebMethods Job Creator PaceConnect.

30.0-1

PACE-42554 When you duplicate an order, the system now uses the manufacturing location and Ship Via from the values you select on the Duplicate page.

30.0-1

PaceConnect-Fiery

Issue # Description Version Fixed

PACE-40201 When you add notes with the same content, but assign one note to a job and one to a part, then EFI Pace always adds both notes. EFI Pace no longer adds notes when you duplicate the job or job part.

30.0-1

PACE-45165 EFI Pace now properly sends all job parts back to the Fiery Central Make Ready.

30.0-1

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Version 30.0 Fixed Defects | Release Notes ⚫ 37

PaceConnect-Metrix

Issue # Description Version Fixed

PACE-45838 The system now successfully gangs jobs without error. 30.0-1808

PACE-45683 When you use the Metrix Edit feature, the system sends and receives thickness and weight data to and from Metrix relevant to the UOMs.

30.0-1771

PACE-41609 When you covert ganged part estimates to a job, the system now properly propagates costs on the job and displays the information correctly on the Cost vs Estimate reports.

30.0-1496

Payroll

Issue # Description Version Fixed

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

30.0-1871

PACE-44024 The system now displays the National Insurance Number field on the Employee Detail and Employee Payroll Detail pages.

30.0-1437

PACE-42553 Social Security wages no longer display the 401k deduction amount in box 3.

30.0-1132

Productivity Workbench

Issue # Description Version Fixed

PACE-39983 You can now assign tasks to other Productivity Workbench users in the ToDo list.

30.0-1

Purchasing

Issue # Description Version Fixed

PACE-42783 On the Purchase Order Line Detail page and Add to Existing PO page, when you change the vendor item, the system changes the unit price, quantity ordered, and corresponding UOMs accordingly.

30.0-2005

System Security

Issue # Description Version Fixed

PACE-39202 The EFI Pace Login page now enables your browser to save and automatically fill in the User Name and Password. You can turn off this feature in the security settings.

Please note that saving usernames/passwords is a browser feature, not an EFI Pace feature. It is not recommended that you disable this feature from EFI Pace and not guaranteed to work in all browsers. We recommend using the browser's settings to control whether passwords are saved.

30.0-1624

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38 ⚫ EFI Pace | Release Notes

Universal Importer

Issue # Description Version Fixed

PACE-46151 EFI Pace now accepts Excel 2007 and later (file extension .xlsx) file format for imports.

30.0-1972

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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 v30.0 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.

• Auto-Count 18.1.1.56

• Digital StoreFront 10.0.0.23073

• Fiery Central FC 2.8.2.32 with FJDF 1.6.0.17

• Fiery FJDF 1.6.0.17

• Fiery XF 6.5.2

• PrintFlow Connector 18.1.0.0

• PrintFlow Full 18.1.13.0

• PrintStream 18.1 Rev.429

• ProcessShipper 8.1.0.21

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40 ⚫ EFI Pace | Release Notes

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 30.0 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.