Shuttleworth v Release Notes February 2017

Transcription

1 Shuttleworth v Release Notes February 2017

2 2 EFI Shuttleworth v Release Notes Copyright by Electronics for Imaging, Inc. All Rights Reserved. EFI Shuttleworth Release Notes February 21, 2017, Version Document Version 1 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 Auto-Count, BioVu, BioWare, ColorWise, Command WorkStation, Digital StoreFront, DocBuilder, DocBuilder Pro, DocStream, EBEAM, EDOX, the EFI logo, Electronics For Imaging, Fabrivu, Fiery, the Fiery logo, Inkware, Jetrion, MicroPress, OneFlow, PressVu, Printellect, PrinterSite, PrintFlow, PrintMe, PrintSmith Site, Prograph, RIP-While- Print, UltraVu and VUTEk are registered trademarks of Electronics for Imaging, Inc. in the U.S. and/or certain other countries. BESTColor is a registered trademark of Electronics for Imaging GmbH in the U.S. 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, DocBuilder, DocBuilder Pro, DocStream, DSFdesign Studio, Dynamic Wedge, EDOX, EFI, the EFI logo, Electronics For Imaging, Entrac, EPCount, EPPhoto, EPRegister, EPStatus, Estimate, ExpressPay, Fabrivu, Fast-4, Fiery, the Fiery logo, Fiery Driven, the Fiery Driven logo, Fiery JobFlow, Fiery JobMaster, Fiery Link, Fiery Prints, the Fiery Prints logo, Fiery Spark, FreeForm, Hagen, Inktensity, Inkware, Jetrion, the Jetrion logo, LapNet, Logic, MiniNet, Monarch, MicroPress, OneFlow, Pace, PhotoXposure, PressVu, Printcafe, PrinterSite, PrintFlow, PrintMe, the PrintMe logo, PrintSmith, PrintSmith Site, Printstream, Print to Win, Prograph, PSI, PSI Flexo, Radius, Rastek, the Rastek logo, Remoteproof, RIPChips, RIP-While-Print, Screenproof, SendMe, Sincrolor, Splash, Spot-On, TrackNet, UltraPress, UltraTex, UltraVu, UV Series 50, VisualCal, VUTEk, the VUTEk logo, and WebTools are trademarks of Electronics For Imaging, Inc. and/or its wholly owned subsidiaries in the U.S. and/or certain other countries. All other terms and product names may be trademarks or registered trademarks of their respective owners, and are hereby acknowledged.

3 Shuttleworth v Release Notes 3 Table of Contents Version Enhancements Configuration - Misc/Other... 5 CRM Activity Manager... 5 Delivery... 6 Stock Contol... 6 Estimating General... 6 Product LED Production... 7 Stock Contol... 8 Version Defects Additions JDF/JMF... 9 Configuration Misc/Other... 9 CRM Activity Manager... 9 Delivery... 9 Estimating General Product LED Production Sales Invoicing Stock Contol... 11

4 4 EFI Shuttleworth v Release Notes How to Use This Guide This guide describes the changes made in EFI Shuttleworth version The first part of the guide describes the new feature and enhancement updates to the EFI Shuttleworth system, while the second part of the guide lists the defects repaired in version Before you upgrade your EFI Shuttleworth to version , read the descriptions of the changes made to the modules that you plan to use on your working system. 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 Shuttleworth Support with the below contact information. Contact Information EFI Support Web Site: UK Phone: +44 [0] Regular Support hours are 8:30 AM to 17:00 PM GMT or BST, Monday Friday, excluding holidays. Outside of these hours, you may leave a voice mail message. Note For problems involving infrastructure (i.e., computers, networks, operating systems, backup software, printers, third-party software, etc.), contact the appropriate vendor. EFI cannot support these types of issues.

5 Shuttleworth v Release Notes 5 Version v Enhancements This section summarizes the product enhancements in EFI Shuttleworth version v by module, including the corresponding issue number and fix version. Refer to the Version v Defects topic for detailed descriptions of all defect updates in this version of EFI Shuttleworth. Configuration - Misc/Other With the updated look and feel of the Shuttleworth System we have also introduced a new font. This is available by clicking the Orb, selecting Preferences and the option Segoe font. Users then have to log out and back in again for the new font to be used. Enhancement SBS (Beta) We have introduced a new feature of an Audit Log button in the ribbon of windows where changes create audit log entries. When the button is clicked it will open the Audit Log filtered to the current record showing any changes that have been logged for the the record. Examples of where the new button will be displayed; Company, Contact, Event, JDF Control, Estimate, Job, Completed Job, Login User, Product, SOP Order Item and SOP Service Item Enhancement SBS (Beta) Users with permissions to delete audit log records, can filter the Audit Log selector and then right mouse click and select delete filtered records. A record will be recorded to state the number of records deleted. Enhancement SBS (Beta) Pop up notes can be set to always pop up for specific entities, to set this open the note type, remove the flag against the option 'Pop Up For All Entities' and associate the required entities you wish the note to pop up against. Enhancement SBS (Beta) CRM - Activity Manager We have added a new index to resolve a speed issue with changing the Event Status on the Product Enquiries tab of a Product Version. Enhancement SBS (Beta) From version 6.00 it is possible to print or a document from the mobile device. If printed or ed the details will be populated onto the documents tab of the event. Enhancement SBS (Beta)

6 6 EFI Shuttleworth v Release Notes Delivery Delivery events can be controlled by carrier. Carrier has an option flag for Mobile CRM POD event required, when applied you can select a default event type for production to customer (Job Delivery) or stock delivery to customer (SOP delivery) Job Delivery - If a carrier is selected on the delivery the default values will be used, if not determined the system will look at the carrier selected at site level, then company level and then the default carrier SOP Delivery - will look at Site level, then Company and then at the default carrier. Enhancement SBS (Beta) When manually creating a Stock Delivery from a SOP Order, where the SOP Item is a Stock Build Product, we are now automatically creating the packing details information for each delivery line. If the flag 'One Delivery Line per SOP Order Item' is in use the packing details will need to be entered manually. Enhancement SBS (Beta) Enhancements have been made to pallet label templates (type PLA and OLS). There is a new table called Packing stock item - to enable the stock item description and code to be printed. Enhancement SBS (Beta) Estimating General We have introduced a new menu option which is used to integrate the Shuttleworth System with EFI Fiery Rip using FJDF. The Fiery Device window allows the discovery of Fiery Devices/Fiery Central on the network, creation of the devices in the Shuttleworth System and the listing of available media and capabilities. For more information on linking to your Fiery enabled devices please contact EFI Shuttleworth. Enhancement SBS (Beta) From within Jobs we now have the option available to Submit Jobs to Printers on your network with a Fiery RIP using FJDF. The button on the ribbon of Jobs displays a window where details for the Fiery device are entered and submitted directly for Printing, for Process and Hold, or to be held in the queue on the device. For more information on this option please contact EFI Shuttleworth. Enhancement SBS (Beta)

7 Shuttleworth v Release Notes 7 Product Led Production There is a new option in SCR, Stock, General 2 - Allow company site to be owner and user (volume priced). It is only available if Advanced Brands is enabled, can only be switched on as 'support' and should only be used on volume priced items. If ticked, it allows a company site to be an owner and a user of the stock. Without it ticked a site can only be a user OR an owner. This should only be used under the guidance of SBS. Enhancement SBS (Beta) To assist with identifying lines using system search we have added to the entity the current status of the record in brackets. Areas this has been done on are: SOP Order - (Not Posted) (Posted) (Approved) (Completed) (Cancelled) Event - (Open) or (Closed) Company - (Active) (Not Active) Stock Item - (Active) (Obsolete) Enhancement SBS (Beta) SOP Order Item - Ad hoc delivery details can now be printed on the following template documents using the specified repeating groups SOP Order Acknowledgments SOP Invoices/Credit SOP Goods Returns Works Order Docs delivery Job Misc docs Event Documents - uses sop order item alias - uses the invoice/credit item repeating group - uses sop order item within the sop goods return item repeating - uses sop order item from within job delivery sop order item within - same links as works order doc. - uses a repeating group of sop order item group TQ Pick Lists - uses Pick List Stock List Group within Pick List Group, Pick List, Pick List Group One, Pick List Group Two repeating Groups Enhancement SBS (Beta) When entering a replenishment item there is a new option that may be switched on to allow the selection of a warehouse and bin to be used on the delivery into stock. This option can be found in System Control Record - SOP, options 4 'PLP - allow entry of warehouse and bin when raising a replenishment'. This option is only available if Product Quoting is ticked on (SOP, options 2). When in the sop item screen the warehouse and bin selection fields will be displayed at the bottom - instead of the usual delivery address fields. If using this option then a warehouse and bin MUST be selected - the order cannot be approved if they say 'none'. Enhancement SBS (Beta)

8 8 EFI Shuttleworth v Release Notes The following enhancements have been made: 1. A combo box has been added to the brand window to allow a rep to be selected. 2. Rep column is now displayed on brand selector. 3. Brand selector, right click - 'sort by rep' has been added. 4. Tick box filter on brand selector for 'active' has been added. 5. Column for active setting has been added to brand selector. Enhancement SBS (Beta) We have resolved an issue where using the navigation buttons to move from one Job Delivery to another generated an error message. Enhancement SBS Product Led Production Brand Code and Brand Description have been added as columns to the SOP Order Tracker selector and to the MIQ Catalogue and MIQ Orders received reports, if an order has multiple items on with different brands the column will read multiple. Enhancement SBS (Beta) Post Code and Sales Ledger code have been added as columns in the Brand > Company Sites tab, filters have been included on the add/remove window for Post Code, S/L Code and Site contains. Enhancement SBS (Beta) When a Brand is copied the system will now ask if you wish to copy the sites and copy the products associated to the original Brand. Enhancement SBS (Beta) We have introduced five User Defined fields on SOP Order items. The field labels can be changed in the same way as other user defined fields and the fields are available in TQ. Enhancement SBS (Beta) Stock Control Stock type has a new toggle 'Add default bin as per system option', this will be defaulted on. Stock items created will check the option set in system control > stock > general 2 option. When the stock type option is not applied and no bin is selected a default bin is not added, if a bin is selected then this will be automatically added. Enhancement SBS (Beta)

9 Shuttleworth v Release Notes 9 Version v Defects This section summarizes the defects fixed in EFI Shuttleworth version v by module, including the corresponding issue number and fix version. Refer to the Version v Enhancements topic for detailed descriptions of all enhancement updates in this version of EFI Shuttleworth. Additions - JDF/JMF In Master Estimate > Details tab is a combo box to select JDF preference for Jobs raised via Storefront This only shows if ROI is activated in System Control Record. Defect SBS (Beta) Configuration - Misc/Other We have resolved an issue where minimising/maximising windows could cause an Access Violation error which resulted in the Shuttleworth Client crashing. Defect SBS (Beta) We have resolved an issue where from the Company > Events Tab users changed the sort option from the default of Created Date/Due Date using the combo box in the window rather than the right click option. Sorts are now correctly applied. Defect SBS CRM - Activity Manager A problem has been resolved where, under some circumstances, the incorrect login user name was being populated into the first response field. Delivery Defect SBS When there is only one warehouse the stock delivery will now use the 'default' bin for that warehouse rather than the first one on the list. Defect SBS When creating a new delivery on a component and changing the destination from stock to company site -the delivery note template will now default in from the company if set, or otherwise will default from System Control Record. Defect SBS The time taken to search bins on a delivery within a component has been reduced Defect SBS

10 10 EFI Shuttleworth v Release Notes Estimating General Bookings Duration/Consumable filter when selecting department, then browsing for employee, filters for employee in the specific department. Defect SBS (Beta) We have resolved an issue where from a Master Component Group users were unable to open an associated Master Component. Defect SBS (Beta) Product Led Production We have added a data refresh to the invoices tab. To prevent an issue in SOP orders where a user in one session had updated the 'On hold' flag but the invoice items were still seen as 'On hold' by other users. Defect SBS If the owner of the stock item does not have a default bin, and the stock item has only one active bin this will now be chosen. Defect SBS Copying Brands along with the Sites and Products will give a count advising how many records are being copied and if you wish to continue due to timings. Defect SBS (Beta) On the Brand header screen there is an option 'all sites of this company to use this brand'. If this is ticked then the 'company sites' tab is hidden - because you cannot choose individual sites if you have ticked 'all sites to use this brand'. However, with 'advanced brands' it is possible to add different companies to a brand - so in this case the 'company sites' tab will remain visible if the 'all sites...' option is ticked. From the 'company sites' tab it will be possible to associate other companies MAIN sites to the brand. Only the main site will be visible because if the 'all sites' option is ticked it will automatically set all other sites on the company to use the brand. Defect SBS (Beta) Sales Invoicing We have resolved an issue where in very limited circumstances a pending invoice could be created with invoice items for more than one company. Defect SBS (Beta)

11 Shuttleworth v Release Notes 11 Stock Control If an invalid template name is entered in the delivery note or delivery label template name field - an error will no longer be displayed. A list of valid templates will appear from which to select. Defect SBS (Beta) The behaviour when removing bins or obsoleting bins and setting the default bin on the owner has been made consistant. Defect SBS We have resolved an issue when, with Segoe font on, opening a Master Material linked to a Stock Item or associating a Stock Item with a Master Material, the button to select a Stock Item was incorrectly positioned on the window. Defect SBS (Beta) Stock Pick list selector, filter for Pick List Reference has been extended to 10 numbers. Defect SBS