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titleOverview

The General section allows you to complete bid analysis, run weighted nutrient analysis, run Edison in test mode, set default site filters, export data, convert legacy WinFSIM database, and update the CN database (provide by USDA).

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Table of Contents


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Miscellaneous

The Miscellaneous option allows you to review transfers, check for system alerts, reconcile negative inventory, recalculate recipe nutrition, review receiving, issuing, and ordering history, run Edison in test mode, and access prior-year databases.

From the Utilities tab, click on Miscellaneous. Then, select the appropriate action.

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Review Transfers

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When reviewing When reviewing transfers, you have the added ability to edit issuing records, edit receiving records, and print transfer tickets, transfer discrepancies reports, issuing details, and receiving details.

  1. From the Miscellaneous option, Review Transfers.
  2. Enter information in the Search area and select a transfer record. Then, choose the appropriate action.
    3. Expandtitle

    1. Edit

      Issuing Record

      Issuing Record - You may choose to add and delete items, enter comments, or delete the entire issuing records. After you have made changes, click Save Changes.
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    2. Edit Receiving Record

      You

      - You may choose to verify received items, edit quantities received, attach images, add and remove items (from a list, by inventory tag, or ad-hoc), edit items, enter comments, or delete the entire receiving record. After you have made changes, click Save Changes.

      The Receive Inventory screen displays:
      • Quantity
      • Unit Description
      • Partial Unit
      • Catalog Number
      • Item Description
      • Brand
      • Inventory Tag
      • Price Contract
      • Donation Source
      • Lot Number
      • Expiration Date
      • Purchased Price/Case
      • Donated Value/Case
      • Delivery Fee/Case
      • Storage Fee/Case
      • Other Cost/Case
      • Purchased Total
      • "Running Total" Purchased Total
      • Donated Total
      • "Running Total" Donated Total
      • Sales Tax
      • "Running Total" Sales Tax
      • Total Delivery Fee
      • "Running Total" Total Delivery Fee
      • Total 'Other' Cost
      • "Running Total" Total 'Other' Cost
      • Total Storage Fee
      • "Running Total" Total Storage Fee

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      Expand
      titleAttach Receiving
      NoteReceiving

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    3. Attach Receiving - Please note that Receiving records can only be attached to orders that have not yet been received.
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      expand


    4. title

      Detach Receiving

      - Please note

      that Receiving records can only be detached from transfers that have not yet been received

      .

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      ,


    5. Print Reports - 

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      1. Transfer Ticket
        Select a report layout by using the drop-down menu. Then, click Ok.
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      2. Transfer Order/Issue Discrepancies
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      3. Transfer Issue/Receive Discrepancies
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      4. Issuing Detail
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      5. Issuing Tracking Log
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      6. Receiving Detail

      Select Images
      1. - Select how to Include Images in the report. Then, click Ok.
      Note
      1. Note: Images included are Attached Receiving records and Invoice Attachments, not item images.
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      2. Receiving Tracking Log
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Check Alerts

  1. From the Miscellaneous option, select Check Alerts.
  2. Any system alerts will be displayed. Click on each alert and read the description in the area below.
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Negative Inventory Reconciliation

  1. From the Miscellaneous option, select Negative Inventory Reconciliation.

  2. Establish Negative Inventory Reconciliation options if they are not yet established by the default site filter. Then, click Ok.

    Info
    titleAllow Reconciliation Between Different Donation Sources

    Note: Allowing reconciliation between different donation sources allows the system to move donated inventory items to negative count purchased items. (e.g. Green Giant green beans have an inventory of -3 #10 cans, USDA commodity green beans have an inventory or 7 #10 cans. This process will move 3 #10 cans from the USDA commodity inventory to the Green Giant

    inventory.

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    Reconcile Inventory at Site - Select a site filter.
            Specific Site - Use the magnifier icon to select a single site.
            By Category - Use the magnifier icon to select a category and subcategory.
            Named Site Filter - Use the drop-down menu to select a named site filter.
            All Sites - By default, all sites are selected.
    inventory.

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    Reconcile Inventory at Site - Select a site filter.
    Options - Select the checkbox to Allow reconciliation between different donation sources.

  3. Review negative quantities for each item. You can expand item details by clicking the + sign. Once you have verified the amounts are correct, select Commit Changes.

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Recalculate Recipe Nutrition

Only your District's Nutritionist should perform this function as it will recalculate all nutritional information for all recipes that do not have manually-entered information. Nutritional changes may negatively affect USDA nutrient standards.

  1. From the Miscellaneous option, Recalculate Recipe Nutrition.

  2. Read the message about recalculating recipe nutrition before proceeding. If you wish to continue, click Yes.

    Warning

    Note: There is no undo for this process. Once performed, if recipe nutrition is incorrect, you will need to manually adjust recipe nutritional values

    .

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  1. .

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Receiving History

Every time a change is made while receiving and the "Save" button has been pressed, a record is generated to track the history of a receiving record. There may be one or multiple records associated with a receiving record.

  1. From the Miscellaneous option, select Receiving History.
  2. Establish Search criteria. Then, click Refresh.

  3. Select a record ID and click Print. Then, use the drop-down menu to select a report.

    InfotitleReport Key

    Note: Pay attention to the following font styles to learn more about each Record ID:
    Bold font - The most recent, up-to-date version of the record.
    Regular font - A past record history.

    Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the only history for those two IDs at the present time.


    Red background - A record has been deleted.

    1. Receiving Details

      Note

      - The Receiving Details report cannot be printed for deleted records as they no longer exist.

    2. Receiving Tracking Log

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Issuing History

Every time a change is made while issuing and the "Save" button has been pressed, a record is generated to track the history of an issuing record. There may be one or multiple records associated with an issuing record.

  1. From the Miscellaneous option, select Issuing History.
  2. Establish Search criteria. Then, click Refresh.

  3. Select a record ID and click Print. Then, use the drop-down menu to select a report.

    InfotitleReport Key

    Note: Pay attention to the following font styles to learn more about each Record ID:
    Bold font - The most recent, up-to-date version of the record.
    Regular font - A past

    record history. Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the only history for those two IDs at the present time

    record history.
    Red background - A record has been deleted.

    1. Issuing Details

      NoteThe

      - The Issuing Details report cannot be printed for deleted records as they no longer exist.

    2. Issuing Tracking Log

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Ordering History

Every time a change is made while ordering and the "Save" button has been pressed, a record is generated to track the history of an ordering record. There may be one or multiple records associated with an ordering record.

  1. From the Miscellaneous option, select Ordering History.
  2. Establish Search criteria. Then, click Refresh.

  3. Select a record ID and click Print. Then, use the drop-down menu to select a report.

    InfotitleReport Key


    Note: Pay attention to the following font styles to learn more about each Record ID:
    Bold font - The most recent, up-to-date version of the

    record.
    Regular font - A past record history. Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the only history for those two IDs at the present time

    record.
    Regular font - A past record history.
    Red background - A record has been deleted.

    1. Ordering Details

      NoteThe

      - The Ordering Details report cannot be printed for deleted records as they no longer exist.

    2. Ordering Tracking Log

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Test Mode

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If you wish to attempt to perform an operation and are unsure how the results will affect your data, you can choose Test Mode. This will allow you to perform functions without affecting your current database.

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Note: In order for Test Mode to work, a test database must first be created in the Advanced section in the Administration guide.

  1. From the Miscellaneous option, select Test Mode.
  2. Select the Test Database you wish to use when performing functions. Then, click Connect.
  3. Enter your username and password. Then, click Ok. 

  4. Perform the functions in Test Mode to review the results. Once you are done, select Test Mode (Utilities → Miscellaneous → Test Mode) again to be returned to the login screen and the live database.

    Info

    Note: The Test Database appears with a different background color and text to indicate you are not in the original database.

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Prior-Year Databases

  1. From the Miscellaneous option, select Prior-Year Databases.

  2. Select the Prior-Year database in which you would like to access. Then, select Connect or Connect in a New Window.

  3. Enter your username and password. Then, click Ok. 

  4. Perform the functions to review information in the Prior-Year Database. Once you are done, select Prior-Year Database (Utilities → Miscellaneous → Prior-Year Database) again to be returned to the login screen and the live database.

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    Note: The Prior-Year Database appears with a different background color and text to indicate you are not in the original database.

    Click Image to Enlarge

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Advanced

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The Advanced option allows data to be exported, MCS to convert legacy data from the WinFSIM database, CN database updates to be pulled into the system, run the End of Year process, and manually shrink database files.

From the Utilities tab, click on Advanced. Then, select the appropriate action.

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Export Data

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In order to export data, an export must first be established in Exports in Miscellaneous Setup section menu of the Setup Guide.

  1. From the Advanced option, select Export Data.
  2. Select the data you wish to export from the list. Then, click Run.
  3. (If prompted) You may be prompted to establish dataset criteria. Once you have done so, click Ok.
    You will be informed once the export process is complete. Select View Log to review all export times and dates for the selected export.

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Review Inventory Tags

The Review Inventory Tags options allow you to view inventory tag details (depending on review permissions), make edits to an inventory tag (depending on permission to edit an inventory tag), navigate to the original receiving record (depending on permission to edit the receiving record), navigate to item maintenance for a selected row (depending on permission to edit an item), and print various inventory reports.

  1. From the Advanced option, select Review Inventory Tags.

  2. Select an Inventory Tag from the list by clicking on the row. Then, select which task you would like to perform.

    Inventory Tag Details
    • Tag
    • Catalog Number
    • Item Description
    • Case/Unit
    • Purchased Price per Case
    • Donated Value per Case
    • Donation Source
    • Lot #
    • Expiration Date
    • Origin Kind
    • Origin Site
    • Origin Date
    • Original Vendor
    • Origin Invoice #
    • Brand
    • Product Code
    • Storage Fee per Case
    • Delivery Fee per Case
    • Other Value per Case
    • Tax Rate
    • Cost of Goods per Case

    1. Edit - Select the inventory tag you wish to modify. Then, click Edit.
      Make necessary edits to the Inventory Tag. Then, click Ok.

      warning


      When

      Note: When modifying an Inventory Tag, changes will be reflected everywhere in the District where the inventory tag exists.

    2. Navigate - Click on Navigate and select a navigation option.
      1. In

        Origin Receiving Record - Navigates to the original location when the inventory tag was first received into the system.

        Note
        titleNavigate to Origin of Receiving Record

        Note: In some cases, you may not be able to view the origin of the inventory tag such as a locked inventory period.

      2. Item Maintenance - Navigates to the associated item in item maintenance for review/editing purposes.
    3. Print - Select which type of report to print for the selected Inventory Tag.
      1. Inventory History - Tracks the history of the Establish report criteria. Then, click Ok.


        Inventory at sitesite - Select a Specific Site, By Category or Cluster, or Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
        Date Range (Inclusive) - Use the calendar tool(s) to select a From and to date range.
        Options - By default, Include inventory tags with no quantity remaining is selected.
        Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.

      2. Inventory On-Hand - Establish report criteria. Then, click Ok.

        Report Inventory As-Of-Date - Use the calendar tool to select an As-Of date.
        Filter by Site - Select a Specific Site, By Category or Cluster, or Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
        Group Records By - You may choose to group records and apply page breaks between record groupings by using the drop-down menu and selecting options.
        Options - Select one or more options to include in the report.
        Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.

      1. Inventory Tag Labels - Establish report criteria. Then, click Ok.

        Number of Labels - Enter the number of inventory tag labels you wish to print.
        Report Layout - Use the drop-down menu to select a report layout.

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Update CN

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Database

Updates your database with the latest version of the Child Nutrition Database (CND) provided by the USDA.

  1. From the Advanced option, select Update CN Database.
  2. After reading the message, click Ok to proceed with updating your database with the latest USDA CND version.
  3. You will see a series of processes running while the database is updated.

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Shrink Database

Databases can expand during upgrades limiting space on the server. Shrinking the database compresses files thus preventing bloated files. 

  1. From the Advanced option, select Shrink Database.
  2. Establish how the database should be shrunk. Then, click Ok.

    Database(s) to Shrink - Select while database(s) to include during the shrink process.
            Include Production Databases - Shrinks the current production database.
            Include Prior-Year Databases - Shrinks prior year databases.
            Include Test databases - Shrinks test databases.
    Files to Shrink - Select which files to shrink during the process.
            Shrink Log Files - Shrinks activity log files.
                    Shrink to Target Free Space Remaining (100 MB) - Shrinks files to the maximum size established in System Settings.
            Shrink Data Files - Shrinks all data files.
            Shrink Entire Database - Shrinks the entire database by an established percentage.
    Current Database Size - Displays database information for production, prior year, and test databases.

  3. You will see a series of processes running while the database(s) is shrunk. Click Ok.

    Note the database size has decreased.

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Upgrade Test/Prior-Year Databases

The Upgrade Test/Prior Year Databases Option is a utility that allows you to upgrade testing or prior-year databases. Contact Support for more details.

Utilities → Advanced → Upgrade Test/Prior-Year Databases

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AnchorAgentMonitorAgentMonitorDatabases

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Agent Monitor

The Agent Monitor is a log of the behind-the-scenes processes of the Edison Agent, such as MealViewer Integration and scheduled jobs. This is a troubleshooting tool for Software Support staff. Contact Support for more details.

Utilities → Advanced → Agent Monitor

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AnchorConvertConvertConvert Legacy WinFSIM Database

Converting WinFSIM to Edison should only be performed by HSS Staff. For assistance, contact Support.Return to Top

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AnchorEOYEOYEnd of Year

End of Year processes create an archive of the current year. End of Year should not be performed until the school year has ended and all processes have been completed in all systems. End of Year must be completed in a specific order and may vary from year to year; therefore, MCS Software will send out notifications when processes may first be initiated. Complete directions for End of Year/Beginning of Year steps are located in the Knowledge Center.

Utilities → Advanced → End of Year

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Synchronize

The Synchronize option allows you to synchronize changes between Edison and additional resources.

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DataCenter Sync

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Performs a full synchronization between DataCenter and Edison looking at all site records and updates information.

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You will see a series of processes as synchronization is completed.

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MealViewer Status & Sync

Allows you to view the status of your MealViewer sync and to also perform a manual sync between Edison and MealViewer.

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MealViewer Server Connection - Indicates the successful or unsuccessful connection to the MealViewer Server. Check your MealViewer Settings here.
Automatic Data Synchronization - Indicates if the last attempted sync failed or if automatic data synchronization is disabled.

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Data Synchronization is a service run through an Agent that enables integration communication between MCS Edison and MealViewer.

Details - Shows sync status information.
        Complete - The processing of the sync request succeeded. MealViewer should reflect the newly synced data.
        Pending - The sync request is still processing and will need more time to complete.
        Failed - The processing of the sync request failed. No changes will be visible in MealViewer. Click Sync Now to try the sync again.
Last Completed Sync - Shows the date and time of the last completed sync.
Last Attempted Sync - Shows the date and time of the last attempted sync.
Next Expected Sync - Shows the date and time of the next expected sync.
Sync Now - Select this button to run a manual sync and send any changes to MealViewer. You will see a series of processes as synchronization is completed.

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When Full-Refresh is enabled, you may use the calendar tools to select a date range for the sync. When a date range is selected, MCS will only send data within the specified date range.
Note: You may only select up to a 30-day date range.
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