Release Notes
Release Notes
PrintSmith Vision
Version 2.4
March / 2015
2  EFI PrintSmith Vision | Release Notes
Copyright © 1997 - 2015 by Electronics for Imaging, Inc. All Rights Reserved.
EFI PrintSmith Vision | Release Notes
April 2015 PrintSmith Vision 2.4
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:
4,941,038, 5,109,241, 5,170,182, 5,212,546, 5,260,878, 5,276,490, 5,278,599,
5,424,754, 5,442,429, 5,459,560, 5,467,446, 5,506,946, 5,517,334, 5,537,516,
5,565,960, 5,583,623, 5,596,416, 5,615,314, 5,619,624, 5,625,712, 5,640,228,
5,799,232, 5,818,645, 5,835,788, 5,859,711, 5,867,179, 5,940,186, 5,959,867,
6,002,795, 6,025,922, 6,035,103, 6,041,200, 6,065,041, 6,112,665, 6,116,707,
6,166,821, 6,173,286, 6,185,335, 6,201,614, 6,215,562, 6,219,155, 6,219,659,
6,226,419, 6,238,105, 6,239,895, 6,256,108, 6,269,190, 6,271,937, 6,278,901,
6,299,063, 6,310,697, 6,321,133, 6,327,047, 6,327,050, 6,327,052, 6,330,071,
6,341,017, 6,341,018, 6,341,307, 6,347,256, 6,348,978, 6,356,359, 6,366,918,
6,429,949, 6,449,393, 6,476,927, 6,490,696, 6,501,565, 6,519,053, 6,539,323,
6,549,300, 6,550,991, 6,552,815, 6,559,958, 6,572,293, 6,590,676, 6,606,165,
6,647,149, 6,657,741, 6,662,199, 6,678,068, 6,707,563, 6,741,262, 6,748,471,
6,778,700, 6,781,596, 6,816,276, 6,825,943, 6,832,865, 6,836,342, RE33,973,
D416,550, D417,864, D419,185, D426,206, D439,851, D444,793.
4,716,978,
5,335,040,
5,543,940,
5,666,436,
5,970,174,
6,122,407,
6,222,641,
6,279,009,
6,330,363,
6,369,895,
6,543,871,
6,633,396,
6,753,845,
RE36,947,
4,828,056,
5,343,311,
5,553,200,
5,745,657,
5,982,937,
6,134,018,
6,224,048,
6,289,122,
6,331,899,
6,381,036,
6,546,364,
6,636,326,
6,757,436,
D341,131,
4,917,488,
5,398,107,
5,563,689,
5,760,913,
5,995,724,
6,141,120,
6,225,974,
6,292,270,
6,340,975,
6,400,443,
6,549,294,
6,643,317,
6,757,440,
D406,117,
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, 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,
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All other terms and product names may be trademarks or registered trademarks of their respective owners, and are
hereby acknowledged.
Version 2.4  3
Contents
About this Document .................................................................................................... 5
Contact Information ...................................................................................................... 5
Important Information – Read This! ............................................................................. 5
Do You Meet System Requirements? ................................................................................................. 5
Macintosh OS X Installation Folder .................................................................................................... 5
If You Are Upgrading from PrintSmith Classic 8.1 to PrintSmith Vision ........................................ 5
If You Are Updating PrintSmith Vision ............................................................................................... 6
Before you start the update .............................................................................................................. 6
After the update ................................................................................................................................ 6
Known Issues........................................................................................................................................ 7
Digital StoreFront integrations ......................................................................................................... 7
Dates when using Mac OS X 10.10 (Yosemite) .............................................................................. 7
System Requirements................................................................................................... 8
Overview ................................................................................................................................................ 8
PrintSmith Vision Server Requirements ............................................................................................ 8
Windows 64-bit ................................................................................................................................. 8
Macintosh ......................................................................................................................................... 8
Important Notes About the Server ................................................................................................... 9
PrintSmith Vision Client Requirements ............................................................................................. 9
Browser Requirements ........................................................................................................................ 9
Monitor and Resolution Requirements .............................................................................................. 9
Network Requirements ........................................................................................................................ 9
Internet Requirements ....................................................................................................................... 10
Custom Document and Report Requirements ................................................................................ 10
Receipt Printer Requirements ........................................................................................................... 10
Fiery Integrations................................................................................................................................ 10
Enhancements ............................................................................................................. 11
My Dashboard ..................................................................................................................................... 11
Purchase Orders ................................................................................................................................. 13
E-Mail Enhancements ........................................................................................................................ 16
Previews of content files (digital assets) ......................................................................................... 18
Ability to Limit Estimates Displayed in Pending Documents Window ......................................... 18
Scheduler Enhancements .................................................................................................................. 19
Ability to customize labels and text used in Scheduler .................................................................. 19
New option for starting/stopping scheduled tasks ......................................................................... 19
Corrections .................................................................................................................. 20
General ................................................................................................................................................ 20
Imports ................................................................................................................................................. 20
Internationalization ............................................................................................................................. 20
Charge Definitions .............................................................................................................................. 20
Press Definitions ................................................................................................................................ 20
4  EFI PrintSmith Vision | Release Notes
Stock Definitions ................................................................................................................................ 20
Stamp Schedules ................................................................................................................................ 21
Accounts ............................................................................................................................................. 21
Estimating ........................................................................................................................................... 21
Invoices and Estimates .................................................................................................................. 21
Jobs ................................................................................................................................................ 22
POS ...................................................................................................................................................... 22
Accounting .......................................................................................................................................... 22
Reports ................................................................................................................................................ 22
Work in Progress ............................................................................................................................ 22
Account History .............................................................................................................................. 22
Estimate History ............................................................................................................................. 23
Account Ranking ............................................................................................................................ 23
Sales .............................................................................................................................................. 23
Re-Order List .................................................................................................................................. 23
Report Manager ............................................................................................................................. 23
Administration .................................................................................................................................... 23
E-Mail Configuration....................................................................................................................... 23
Stock Orders .................................................................................................................................. 23
Security .......................................................................................................................................... 23
Preferences .................................................................................................................................... 23
Tracker ................................................................................................................................................. 23
Scheduler ............................................................................................................................................ 24
Digital StoreFront Integration............................................................................................................ 24
Fiery Integration.................................................................................................................................. 24
PrintSmith Site Integration ................................................................................................................ 24
Version 2.4  5
About this Document
™
This document describes the enhancements and corrections that were made in PrintSmith Vision 2.4.
Contact Information
You can contact PrintSmith Vision Customer Support in any of the following ways.
Phone
North America
888.731.2618
480.538.5800
Monday - Friday 7 A.M. - 5 P.M. US Mountain Standard Time
UK
0800 783 2737
Monday - Friday 8 A.M. - 5 P.M. UK Time
EMEA
+49 2102 745 4500
Monday - Friday 9 A.M. - 6 P.M. Central European Time
Fax
480.538.5804 (North America)
E-Mail
North America
Printsmith.service@efi.com
EMEA
Europe_support@efi.com
Important Information – Read This!
Do You Meet System Requirements?
Be sure you meet the system requirements listed on page 8.
Important
Mac OS X 10.8 is no longer a supported operating system for PrintSmith Vision servers.
Macintosh OS X Installation Folder
When you install PrintSmith Vision on a Mac, be sure to install it in the default Applications folder. Custom
folders are not currently supported, and will prevent PrintSmith Vision from running.
If You Are Upgrading from PrintSmith Classic 8.1 to PrintSmith Vision
If you are upgrading from PrintSmith 8.1, make sure you have PrintSmith Classic 8.1.26 installed before you
export your data. For complete details of upgrading, see the PrintSmith Vision Installation and Upgrade Guide.
6  EFI PrintSmith Vision | Release Notes
If You Are Updating PrintSmith Vision
If you already have PrintSmith Vision installed, and are updating it, see the instructions starting on page 33 of the
PrintSmith Vision Installation and Upgrade Guide.
Warning
To update to PrintSmith Vision 2.4, you must be at version 2.3 or higher. You cannot update
directly from an earlier version of PrintSmith Vision.
Before you start the update
•
Back up the PrintSmith Vision database (and Scheduler database if you use Scheduler); the
InvoiceRepository and and ReportRepository folders that contain custom documents and reports; and
the DigitalAssetsRepository folder that contains all the content files that were uploaded for jobs. For
details of backing up, see the PrintSmith Vision Setup and User Guide.
•
Close PrintSmith Vision Monitor, pgAdmin, and any PrintSmith Vision installation folders that are open.
After the update
To ensure you are seeing all the latest changes to the user interface, clear your browser cache. You only need to
do this for any browser that you used to run PrintSmith Vision in the past. For instructions on clearing the
browser cache:
Chrome
https://support.google.com/chrome/answer/95582?hl=en
Firefox
https://support.mozilla.org/en-US/kb/how-clear-firefox-cache
Internet Explorer
http://windows.microsoft.com/en-in/windows7/how-to-delete-your-browsing-history-ininternet-explorer-9
Safari
https://answers.syr.edu/display/software/Clear+Cache+in+Safari+version+7+on+Mac+OSX
Important
Make sure all your users clear their browser cache, too.
Version 2.4  7
Known Issues
Digital StoreFront integrations
®
When an EFI VDP powered by DirectSmile product (including direct mail products) is ordered on the site, print
specifications are not being sent to PrintSmith Vision. As a result, the Web worksheet in PrintSmith Vision does
not include any print specifications. This will be fixed in a future release of Digital StoreFront.
Dates when using Mac OS X 10.10 (Yosemite)
When you access PrintSmith Vision from a Mac running 10.10, dates selected in the Account Info window,
Generate Statements window, and so on may change to a different date. As a workaround, select the YY (e.g.,
15) format for the Short date in System Preferences (Date & Time > Open Language & Region > Advanced >
Dates).
8  EFI PrintSmith Vision | Release Notes
System Requirements
Overview
The computer where PrintSmith Vision and its database are installed is known as the server. PrintSmith Vision is
then accessed by users through a browser on Windows or Macintosh computers. These computers are also
known as clients.
This section describes the technical requirements you must meet for the PrintSmith Vision server (see below)
and for the client computers (see page 9).
In addition, to run PrintSmith Vision, you must meet some miscellaneous requirements such as browser version
and monitor size and resolution.
Important Below are the system requirements for running PrintSmith Vision based on what was certified by EFI.
If your environment is not listed below, then it has not been certified, and EFI cannot guarantee or
support the results.
PrintSmith Vision Server Requirements
You can install PrintSmith Vision on a Windows or Macintosh computer as long as it meets the requirements
listed below.
Important
Although you can run PrintSmith Vision on a virtual machine or shared server, EFI strongly
recommends a dedicated server. Not only does performance degrade when several applications
run on the server, but issues resulting from conflicting applications can be very difficult to
diagnose. This type of diagnosis is therefore not supported by EFI.
Windows 64-bit
Operating system:
Processor:
Memory:
Hard drive:
**
Windows 7
Windows 8
Windows Server 2008 R2 Standard
Windows Server 2012 R2 Standard or Essentials**
Intel Quad Core i7 2.3 GHz
16 GB
50 GB free space
If you use Internet Explorer 11 on Windows Server 2012, some additional configuration may be
required. See the section on “Windows Server 2012 and Internet Explorer 11” in the PrintSmith Vision
Installation and Upgrade Guide.
Macintosh
Operating system:
Processor:
Memory:
Hard drive:
**
OS X 10.9, 10.9 Server, 10.10, or 10.10 Server **
Intel Quad Core i7 2.3 GHz
16 GB
50 GB free space
If you currently have a pre-2.4 version of PrintSmith Vision installed on a Mac, and want to upgrade
your Mac to OS X 10.10, you must update PrintSmith Vision to 2.4 before you upgrade the operating
system. After you upgrade the operating system, you must download and re-install Java. (When Apple
upgrades the operating system, it removes Java, which is required to uninstall PrintSmith Vision and to
install future versions of PrintSmith Vision.)
Macs 10.9 and higher do not have Java installed, which is required to install PrintSmith Vision.
Download and install Java before starting the PrintSmith Vision Installer.
Version 2.4  9
Important Notes About the Server
•
If PrintSmith Vision is going to be run from other computers (clients), the server computer should have a
static IP address. This IP address is part of the URL users enter to run PrintSmith Vision; if the IP
address keeps changing (because it is not static), the URL will also keep changing.
•
In addition, the server computer must be configured not to go to sleep. If the server goes to sleep, users
who are running PrintSmith Vision from other computers will get a “server down” message, and will be
unable to use PrintSmith while the server is in sleep mode. On a Windows computer, turn off sleep
mode in the Power Options settings in the Control Panel; on a Macintosh, turn off sleep mode in the
Energy Saver settings.
PrintSmith Vision Client Requirements
The requirements for running PrintSmith Vision on a client computer (one on which PrintSmith Vision is not
installed) are:
Operating system:
Windows 7
Windows 8
Macintosh OS X 10.8 or higher
Memory:
4 GB minimum (more memory will improve performance)
Browser:
See “Browser Requirements” below.
Monitor:
See “Monitor and Resolution Requirements” below.
Browser Requirements
The following browsers are supported for running PrintSmith Vision:
•
Internet Explorer 10 or 11
Note
When using Internet 11 with Windows Server 2012 R2 Standard or Essentials, some additional
configuration may be required. See the section on “Windows Server 2012 and Internet
Explorer 11” in the PrintSmith Vision Installation and Upgrade Guide.
•
Mozilla Firefox 36.x or later
•
Safari 7.x or later
•
Chrome 41 or later
Monitor and Resolution Requirements
PrintSmith Vision is designed to be viewed and used on a large monitor with high resolution:
•
19-inch monitor
•
Minimum resolution of 1280 x 1024
Important
If you are attaching an external monitor to a laptop, the resolution on the laptop monitor
must also meet the minimum resolution requirements.
Network Requirements
•
100 base T Ethernet
10  EFI PrintSmith Vision | Release Notes
Internet Requirements
In addition to being required to run PrintSmith Vision, Internet connectivity is required as follows:
•
For initial licenses of software
•
For upgrades and upgrade licenses
•
For Payment Plan users during defined periods of plan
•
For interaction with the EFI Support team
Custom Document and Report Requirements
PrintSmith Vision reports and other documents (such as estimates or invoices) are written in i-net Clear Reports.
If you want to customize your estimates or invoices (for example, include your logo) or if you plan to create
custom reports, you must install i-net Designer, which is part of Clear Reports. You will be given the option of
installing i-net Designer during the PrintSmith Vision server installation.
Receipt Printer Requirements
A receipt printer is optional in PrintSmith Vision, but if you want to use one, you must purchase the Star TSP
700ll printer from EFI.
For important information about configuring the receipt printer, see the PrintSmith Vision Configuring Receipt
Printers Guide.
Fiery Integrations
®
If you are using PrintSmith Vision with a Fiery , Fiery JDF version 1.3.0.22 is required.
Version 2.4  11
Enhancements
My Dashboard
The Dashboard provides a view of the status of orders taken by the logged in user, as well as orders for the
entire shop.
You can open the Dashboard directly from the QuickAccess panel or you can select Help > My Dashboard.
Note
Security permissions control which users can open the Dashboard, what information they can see, and
what they can do on the Dashboard.
The Dashboard includes:
•
Estimate and invoice totals for the previous day and current day.
•
Year to date and month to date totals of orders and sales.
•
Lists of invoices due today, overdue, and on proof.
•
A list of estimates still in a pending state, with the ability to open them and then convert them to invoices
so you can go ahead and produce the job and bill the customer.
12  EFI PrintSmith Vision | Release Notes
•
A log of the communication that you have had with customers, with the ability to follow up on issues.
Any entry that you logged with a follow-up date of today or in the past is listed in the Dashboard.
Tip
As of PrintSmith Vision 2.4 you can now log customer issues in many places (not just on the
Log tab in the Customer window, or by clicking Notify in the Pending Documents window).
The following windows now have a Notify button that you can click to log an issue: Contact,
Work in Progress, Customer History, Post Payments, and Journal Entry.
You can open any log entry listed on the Dashboard and edit it or indicate it was resolved (completed).
Tip
The Log tab in the Customer window is another place you can now indicate a log entry was
resolved and completed.
For details of the Dashboard, as well as the enhancements to the customer logging process (in the Notify
Customer window), see the PrintSmith Vision Setup and User Guide.
Version 2.4  13
Purchase Orders
You can now create and manage purchase orders in PrintSmith Vision. Purchase orders can be created for
stock, charges, jobs, and invoices. You can also create generic purchase orders for other types of items, for
example, toner or ink that you like to keep in stock.
New PO Settings preferences let you control what types of purchase orders can be created and security
permissions let you control who can create and manage purchase orders.
Besides setting preferences and security permissions, you must complete some additional setup tasks before
you can start creating purchase orders. For example, you must define your suppliers (Admin > Purchase
Orders > Suppliers), as well as edit some supplier-related tables with Table Editor.
When you are in an area of PrintSmith Vision where purchase orders can be created (Stock Definitions, Invoice,
or Job window), you click Purchase Order on the toolbar to create a purchase order for the type of item you
have open.
14  EFI PrintSmith Vision | Release Notes
For charges, a Purchase Order button is available at the bottom of the Charges pane in the Job window when a
charge is selected:
Tip
If you do not want purchase orders to be created for particular charges, you can select the new Do not
allow purchase order check box in the Charge Definitions window.
For generic purchase orders, you can click Generate Blank PO in the QuickAccess panel or select Admin >
Purchase Orders > Generate Blank PO.
For each purchase order you select a supplier, select the date you want the item or service, and provide
information about the buyer:
Version 2.4  15
You can also provide additional information about line items if necessary. (Except in generic purchase orders,
details for line items come from the stock, invoice, job, or charge.) For example, you may want to provide an item
code, which is typically the reference number the supplier uses for the item (such as a stock or ink reference
number). Also, a line item description is important for providing details of what you are ordering.
Once a purchase order is created, you can print it or e-mail it to the supplier.
You can also do the following with purchase orders:
•
Customize the way your purchase orders look, for example, add your logo.
•
Edit purchase orders, for example, enter a reference number from the supplier, record a partially
received item, or indicate that an item or the entire purchase order is complete. (Until a purchase order
is complete it is considered active.)
•
Add items to active purchase orders.
•
Check the purchase order history for a supplier.
For more information about creating and managing purchase orders, see the “Purchase Orders” chapter in the
PrintSmith Vision Setup and User Guide.
16  EFI PrintSmith Vision | Release Notes
E-Mail Enhancements
Numerous enhancements were made to e-mail functionality in PrintSmith Vision:
•
You can e-mail purchase orders (see above) in addition to estimates and invoices.
•
A new Estimator Behavior preference lets you control whether the Invoice or Estimate window closes
automatically after you e-mail the invoice or estimate.
•
In the e-mail preferences, you can now configure e-mail for an Outlook Microsoft Exchange server
account. For information, see the PrintSmith Vision Setup and User Guide.
•
The User Definitions window now includes both an E-Mail and E-Mail Password field for providing
SMTP account information. When a user definition has this information included, documents e-mailed
from PrintSmith Vision by the user are sent from this account.
•
When providing the default text for the e-mail body, you can format the text (e.g., change the font, style,
or alignment); add images (e.g., a logo); and include hyperlinks to sites. You can also preview the body
to make sure it looks the way you want.
Notes
Any text you enter should be generic since the same text is used when you e-mail estimates,
invoices, and purchase orders.
To see an image you added, click Preview.
To view
this image,
click
Preview
•
If your e-mail preferences allow users to customize e-mails before sending them (Customize e-mail
fields before sending is selected), users can now do the following:
•
Enter multiple e-mail addresses (separated by ;) on both the To and CC lines.
•
Review the attached document before sending the e-mail.
•
Edit and format the body of the e-mail, e.g., change the text or include images and hyperlinks.
Version 2.4  17
•
Preview the e-mail before sending it.
Click to
review
attached
document
When users click Preview, they will see the formatted text including any images and hyperlinks.
Note
For more information about customizing the body of e-mails, see the PrintSmith Vision Setup
and User Guide.
Known issues with e-mail enhancements:
•
When you add an image to the body of the e-mail, the image is currently always added at the bottom of
the page. You can move the image where you want it by copying and pasting the image source text.
•
If a space in the e-mail body is formatted with underlining, all the subsequent text is also underlined.
•
The E-Mail and E-Mail Password fields in the User Definitions window apply only to SMTP accounts,
not to Microsoft Exchange Server accounts.
18  EFI PrintSmith Vision | Release Notes
Previews of content files (digital assets)
The Digital Assets window now includes a Show Preview button for previewing a content file you added to a job.
You can preview files that are in PDF, JPG, or PNG format.
Ability to Limit Estimates Displayed in Pending Documents Window
To keep the pending list more manageable and to improve performance, you can now limit the number of days of
estimates that are displayed. A new field is available at the bottom of the Pending Documents window. The
default is 90 days, but you can change this to fewer or more days and then click Display. (To display all
estimates, enter -1.)
Note
This setting is global – it applies to all users.
Version 2.4  19
Scheduler Enhancements
Ability to customize labels and text used in Scheduler
You can now change labels and text displayed in Scheduler. For example, you may want to use terminology that
is standard at your company or that is more familiar to your users.
While on the Configuration page in Scheduler, you can click Customize Labels and Text to begin the process of
changing labels. For information, see the PrintSmith Vision Scheduler and User Guide.
New option for starting/stopping scheduled tasks
If you are licensed to use Tracker as well as Scheduler, you can now start/stop tasks with Scheduler instead of
Tracker.
Scheduler includes a new general configuration setting: Use Tracker for Data Collection. By default, this is
turned on if you are licensed to use Tracker. Turn it off if you want to start/stop tasks with Scheduler instead of
Tracker.
For more information about starting and stopping tasks, see the PrintSmith Vision Scheduler User Guide.
20  EFI PrintSmith Vision | Release Notes
Corrections
The sections that follow describe the corrections that were made in PrintSmith Vision version 2.4. For your
convenience they are categorized.
General
•
You are now instructed to clear the cache if a mismatch between the client and server versions is
detected. (Ref. 14335)
Imports
•
After you start an import of Classic data from the System Monitor window, all the buttons except Import
and Import Statistics are now disabled. (Ref. 11011)
Internationalization
•
When the language is Australian, carton labels now include the quantity per box. (Ref. 14808)
•
The Amount fields in the Deposit Entry window are now localized to reflect the correct thousands
separator. (Ref. 11493)
•
Fields in paper templates (Admin > Paper Calculator) are now localized to show the correct thousands
and decimal separators. (Ref. 11511)
•
All fields in the Production Data window are now localized to show the correct separators. (Ref. 11571)
Charge Definitions
•
If the In sets value is changed for a charge definition, a full recalculation of a document now uses the
changed value. (Ref. 14346, 14622)
•
For cutting charges, the latest Sheets/Lift value is now used during a full recalculation of a document.
(Ref. 14382)
•
If you override the default Sheets/Lift value for a cutting charge (either in the charge definition or
Update Charge window), this value is now retained. (Ref. 14008, 14802)
•
For ink charges, the latest Cover/lb value is now used during a full recalculation of a document. (Ref.
14384)
•
If you change the Material Cost or Material In Sets value in a charge definition, the latest value is now
used during a full recalculation of a document. (Ref. 14362, 14639)
•
If you are using the PrintSmith Classic approach to pricing updates, a charge that was duplicated is now
correctly included in jobs. (Ref. 14514)
Press Definitions
•
If you enter incomplete values in the Max Paper Size and Min Paper Size fields in a press definition,
they now result in available sizes, e.g., if you enter 17 in the Max Paper Size field it results in 17 x 22,
while 8 in the Min Paper Size field results in 8.5 x 11. (Ref. 1422)
•
If target pricing is defined for a press definition, but you later change the pricing press for a job, the
Target Adjust field in the Production Data window is now reset, and the job price no longer reflects the
original target pricing. (Ref. 14458)
Stock Definitions
•
When you enter a value in the Min Size field in the Stock Picker window and press Tab, the same value
is automatically entered in the Max Size field. (Ref. 3320)
Version 2.4  21
•
The time it takes to save an inventoried stock after making changes was significantly reduced. (Ref.
14500)
Stamp Schedules
•
If you enter invalid values when using Pricing > Stamp Schedule, all the fields now revert to zero.
(Ref. 6713)
Accounts
•
The time it takes to display large numbers of accounts in the Account Picker window was reduced. (Ref.
14595)
•
To prevent duplicate contacts from being created, you can only click the Save button once. (Ref. 14558)
•
You are now warned if you try to create a contact with the same first and last name as an existing
contact. (Ref. 14566)
Estimating
Invoices and Estimates
•
The size and position of the Pending Documents window is now remembered. (Ref. 14636)
•
You can now use Ctrl+Atl+O to open the selected document in the Pending Documents window. (Ref.
8044)
•
When you copy a historical document or convert an estimate to an invoice, and the original document
includes jobs with digital assets (content files), you are now asked if you want to keep those digital
assets as part of the new document. (Ref. 14608)
•
If another user unlocks a document you have open, you are now warned. (Ref. 14788)
•
If a job has predefined charges, and you delete or modify the charges and then recalculate the
document, the order of the charges no longer changes on the document. (Ref. 14611)
•
Sometimes the grand total in an invoice was off by 1 cent. This was corrected. If you notice this in an
existing invoice, open the invoice, open the Document Totals, and save the invoice. (Ref. 14591)
•
If you select Invoice > Update Pending Document, clicking Cancel now closes the window. (Ref.
14851)
•
When you make a selection in the Ship Via field in the Account Info window, the selection is now
retained. (Ref. 14087)
•
The Comments field in the Account Info window applies only to jobs coming from Digital StoreFront,
PrintSmith Site, or Four51. The field is unavailable for other types of jobs.. (Ref. 14058)
•
The names in the Contact List field in the Account Info window are now in alphabetical order. (Ref.
14477)
•
If you add a new contact in the Account Info window, you are warned if the name matches an existing
contact name. (Ref. 14603)
•
You can no longer create a contact in the Account Info window without entering a first and last name.
(Ref. 14607)
•
If you create a new contact in the Account Info window but then cancel it, the invoice no longer locks up.
(Ref. 14614)
•
To avoid duplicated sales categories in documents, you are now warned if the Account Info window is
open when you try to save a document. In addition, when the PrintSmith Vision server is started, any
duplicate sales categories will be automatically removed. (Ref. 14729)
•
If the contact for an invoice is deleted, the contact is no longer locked in the system (preventing the
invoice from being saved). (Ref. 14605)
22  EFI PrintSmith Vision | Release Notes
•
You are now prevented from saving an estimate or invoice if you enter its number manually and the
number already exists in the system. (Ref. 14342)
•
Users are now warned if a document was already e-mailed when they click the E-Mail button in the
Invoice or Estimate window. (Ref. 14686)
•
To prevent problems with tax calculations, you are now prevented from deleting a tax table in Table
Editor if the table is being used in any pending documents. (Ref. 14592)
•
You can no longer use the Delete key to delete charges on a locked invoice. (Ref. 14670)
•
If Print tax name from table is selected in the page document preferences, the tax on the printed
document is now rounded correctly. (Ref. 14120)
•
When both Use invoice address and Use statement address are selected in the header document
preferences, the statement address is printed to the right of the invoice address. If only Use statement
address is selected, the statement address is printed instead of the invoice address. (Ref. 14130)
Jobs
•
You are now warned if you try to open (instead of select) a template to base a job on. (Opening a
template modifies it.) (Ref. 14040)
•
If you print a job ticket for a locked (historical) invoice, the job price is no longer updated. (Ref. 14673)
•
When you are adding charges to a job, you can click the name of a category or command to expand it;
you do not have to click the triangle next to the name. (Ref. 13844)
•
Order numbers in delivery tickets no longer include separators (like commas for thousands). (Ref. 8643)
•
You can now expand the DEPARTMENT pane in the Cash Register window so longer department
names are displayed in full. (Ref. 14108)
POS
Accounting
•
The sales tax summary is now correct for cash register transactions. In a few situations, tax was being
doubled. (Ref. 14474)
•
Credits and debits can now be posted from the Post Payments window. (Ref. 14517)
•
If Finance Charge in the Credit/Defaults preferences is set to 0%, a line for finance charges is no
longer included in statements. (Ref. 9861)
•
An Account Aging summary report is no longer printed if the Print summary report check box on the
Reports tab is cleared (off). (Ref. 13131)
Reports
Work in Progress
•
When a standard Work-in-Progress report is sorted by Taken By, the report now includes details and
totals for each Taken By. (Ref. 14588)
Account History
•
The time it takes to generate an Account History report for large data sets was significantly reduced.
(Ref. 14625)
•
You can now resize the Customer History window to see more information at a time. (Ref. 14610)
Version 2.4  23
Estimate History
•
The sort order in the Estimate History window is now retained. (Ref. 14832)
Account Ranking
•
When you run an Account Ranking report, dates in the Date Range fields are now displayed in full.
(Ref. 12673)
•
You can now adjust column widths in an Account Ranking report so you can display data more
effectively. (Ref. 12674)
Sales
•
When the Sort by Sales Rep check box is selected for a sales report (e.g., New Invoices or Invoice
Pickups), the resulting report is now correctly sorted. (Ref. 14508)
Re-Order List
•
Dates in the Re-Order List report are now correctly formatted. (Ref. 7147)
Report Manager
•
If an EFI standard report (e.g., EFI_JobTicket.rpt) is part of another report category, you are now
prevented from adding it to the Custom report category. (Ref. 14476)
Administration
E-Mail Configuration
•
You can now configure an e-mail account that ends in .email. (Ref. 14563)
Stock Orders
•
When you press Tab in the Order Stock window (Admin > Order Stock), you are now taken through
the fields in a logical order. (Ref. 3303)
Security
•
When new features are added to PrintSmith Vision, the System Admin group is now automatically given
access to these features. (Ref. 13920, 14320)
Preferences
•
The Delimiter fields in the numbers preferences in PrintSmith Vision can no longer be left blank. (When
left blank they were causing the Web Worksheet window – used for PrintSmith Site, Digital StoreFront,
and Four51 integrations – to hang.) (Ref. 14240)
Tracker
•
If a location is selected in the Next Location field in the Stop Tracker Step window, the location is now
updated in the Pending List window, as well as in the Location window (when you click Location in the
Pending Documents window). (Ref. 13346,14518)
•
The time it takes for a change in the Stop Tracker Step window to be completed was significantly
reduced. (Ref. 14618)
•
When you start and stop a charge and do not change the next location in the Stop Tracker Step
window, the job location (if the charge is attached to job) is not updated, but the document location is
updated. When you start and stop a charge and change the next location in the Stop Tracker Step
window, the job location is also updated. (Ref. 14617)
24  EFI PrintSmith Vision | Release Notes
•
The data collected by Tracker now correctly accounts for the hourly costing rate in digital definitions.
(Ref. 14491)
Scheduler
•
If an invoice has scheduled tasks, and you mark the invoice as ready for pickup or try to pick it up, you
are now prompted to mark the scheduled tasks as complete. You must click Yes before you can pick up
the invoice. (Ref. 14540)
•
Web orders, for example, from PrintSmith Site, Digital StoreFront, or Four51 can now be scheduled.
(Ref. 14543)
•
The Set View feature in Scheduler was disabled (it was causing PrintSmith Vision to crash). (Ref.
14020)
•
When an invoice is voided (canceled), any scheduled tasks for the invoice are now marked as complete
and removed from the schedule. (Ref. 14542)
Digital StoreFront Integration
•
When an order comes in from Digital StoreFront, the adjusted price (as calculated in Digital StoreFront)
is now distributed across the job and charges in PrintSmith Vision. (Ref. 14094)
•
When a buyer who is not associated with a contact in PrintSmith Vision places an order, the company
name in the invoice address in the Account Info window is now set to the company name from Digital
StoreFront. (Ref. 14314)
Fiery Integration
•
A single quote in a machine name in PrintSmith no longer prevents a Fiery device from being added.
(Ref. 14301)
•
Media mapping now takes place even if the image-able side of the media is blank in the Fiery media
catalog. (Ref. 14441)
•
Fiery media mapping first tries to map by the stock number in PrintSmith Vision and the product ID in
the Fiery media catalog. If those do not match, the system tries to match by other attributes (size, color,
weight, thickness, and recycled percentage). (Ref. 14533)
•
The final quantity sent to the Fiery consists of the ordered quantity for the job divided by the number of
ups. (Ref. 14609)
PrintSmith Site Integration
•
Occasionally items fail to transmit and are left in state where you can do nothing with them. You can
now click Reset Hung Transactions on the Admin tab of the Web Administration window to clear
items that failed to transmit. Any item that has failed to transmit for 45 minutes or longer will be reset.
You can then re-transmit it. (Ref. 14531)
•
The Set Design and Change Design buttons are now consistently available for XMPie products. (Ref.
13737, 14053)
•
In orders that include multiple items, the price shown for each item is now correct in the order
acceptance e-mail. (Ref. 14449)
•
When orders come into PrintSmith Vision from PrintSmith Site, the invoice format is now correctly set to
the default invoice format. (Ref. 14510)
•
The Delimiter fields in the numbers preferences in PrintSmith Vision can no longer be left blank. (When
left blank they were causing the Web Worksheet window to hang.) (Ref. 14240)
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