New Features ED 12320 - Temperature Log Sheet ED 12602 - User Preferences for Grid Views - Added customizable screen layouts for the following screens: Receiving, Issuing, Production, Manufacturing, Ordering.
Users need to open the screen they wish to customize and set up the layout to their desired view. Once complete, leave that window open and in Site Templates under Screen Layouts select the (…) button to “Capture Layout from Open Tab”. User can also reset the layout to the default and apply the layout should the customize screen be applied only to a specific site template ED 13034 - Vendor Order Minimums - In order for Vendor Order Minimums to work properly, you must first setup Minimum Order Amounts and/or Minimum Order Case Counts for the vendor in Site Settings Expand "Settings" for details. Next, Order Approval Permissions need to be established at the Site level Expand "Ordering" for details. Order case counts and amounts now appear in the Ordering tab and are enforced during Save Changes and Complete Order and Approve Order process. For full details, refer to Edison's FAQs. - ED 13179 - Inventory On Hand & Encumbered Inventory Encumbrance Details Report - Detailed report that works in conjunction with On Hand & Encumbered Inventory Report – Includes additional ordering details for all encumbered items
ED 13273 - Receiving History - ED 13292 - Issuing History - The Issuing History log shows current state of selected Issuing in bold and any prior versions of that Issuing un-bolded. Users can compare the current state of the Issuing to the historical version to determine changes made. Change Type of Manual Delete means the user opened the Issuing and selected “delete entire issuing record”.ED 13291 - The Receiving History log shows current state of selected receiving in bold and any prior versions of that receiving un-bolded. Users can compare the current state of the receiving to the historical version to determine changes made. Change Type of Manual Delete means the user opened the receiving and selected “delete entire receiving record”.
- ED 13291 - Ordering History - The Ordering History log shows current state of selected Orders in bold and any prior versions of that order un-bolded. Users can compare the current state of the order to the historical version to determine changes made. Change Type of Manual Delete means the user went into the orders for the site and selected “Delete Order” for the selected order.
- Ordering History
- ED 13292 - Issuing History
- ED 13525 - Recipe Tracking Log - The ‘Recipe Tracking Log’ tracks all historical changes to a recipe. Any Tracking Type Values that are listed as ‘unknown’ were done prior to recipe tracking being added to the program. Any changes after tracking was added will be reflected in the log.
- ED 13533 - Item Tracking Log - The ‘Item Tracking Log’ tracks all historical changes to an item. Any Tracking Type Values that are listed as ‘unknown’ were done prior to item tracking being added to the program. Any changes after tracking was added will be reflected in the log.
- ED 13570 - Food, Supply & Donated Receiving Summary Report - Created a new report for Food, Supply & Donated Receiving Summary Report. Report can be filtered by Date Range, Site & Item(s).
- ED 13602 - Catalog Number Tracking Log - The ‘Catalog Number Tracking Log’ tracks all historical changes to a Catalog Number. Any Tracking Type Values that are listed as ‘unknown’ were done prior to Catalog Number tracking being added to the program. Any changes after tracking was added will be reflected in the log.
- ED 13603 - Item Measures Tracking Log - The ‘Item Measures Tracking Log’ tracks all historical changes to an item measure. Any Tracking Type Values that are listed as ‘unknown’ were done prior to item measure tracking being added to the program. Any changes after tracking was added will be reflected in the log.
- ED 13619 - Merge Brands in Brand Maintenance - Added a utility to merge brands in brand maintenance
ED 13646 - Recipe Cost Per Serving report - Added “Recipe Cost Per Serving” report that can be run for all recipes or groups of recipes and shows the cost per serving of each recipe. - ED 13648 - Item Listing Dataset - Added Item Listing Dataset to User Defined Report options.
ED 13650 - Catalog Numbers without Price Contracts Report - Added “Catalog Numbers without Price Contracts” report that displays all catalog numbers for a specific date that do not have a valid price contract for that date. ED 13678 - Allow Negative Inventory - Added a Site Setting to Allow Over-Issuing – allows users to over-issue on the production, issuing, filling orders & manufacturing screens. Users may only over-issue items that have been received in the past and have an inventory tag. The system cannot issue an item that has never been received at the site.
Enhancements - ED 11855 - Print Options for Menu Counts Screen - Added print and export options to the menu count grid
- ED 11960 - Checklist Update for Enter Meal Counts - Added “Enter Meal Counts” to Checklist Actions that will take users to the enter meals counts screen.
- ED 12379 - Add Brand “on the fly” from Item Maintenance - Entering a new Brand in the Item Maintenance Screen will now search for similar brands or allow user to create new without having to access the Brand Maintenance Screen.
- ED 12595 - Update to Send Orders Functionality - Added multi select to Send Orders screen. Users can filter the results and then select orders to be sent when select the “Send All Selected” button. Select all button can be used to select all filtered results to send.
- ED 12608 - User Maintenance Updates - Added a search feature to the “Default Site” column to speed up user maintenance set up.
- ED 12968 - Default to “Add Recipe” in Meal Planning - From the Meal Planning screen, the “Add” button will now default to “Add Recipe”.
- ED 13040 - Multi Pick for Adding Items in Review & Approve Orders - Added the ability to select multiple items to add when adding items to an order from the Review & Approve Orders Screen.
- ED 13166 - Cost of Food & Supplies Enhancements Report - Improved break-out of errors vs. transfers on supplies in Cost of Food & Supplies report.
- ED 13175 - Transfer Ticket Dataset Update - Added site category details to issuing detail data – to assist with creating user defined reports.
- ED 13179 - Inventory on Hand Report Updates - Added Brand & Product Code columns to the Inventory on Hand Report
- ED 13183/13265 - Order Details Report Update - Added additional source information – meal planning date range, par level filling & ordering group to report header. Added Total Purchase Price & Total Donated Value to footer of report.
- ED 13184 - Ordering Comments on Approve Order Screen - Added a column to the “Review & Approve Orders” screen that notifies users if a comment exists on the order
- ED 13185 - Ordering Comments on Fill Orders Screen - Added a column to the “Fill Orders” screen that notifies users if a comment exists on the order
- ED 13264 - Add ability for Ordering Groups to order from multiple Ordering Categories - Added the ability to select multiple ordering categories per ordering group.
- ED 13270 - Return & Tab Functionality in Meal Planning - Clicking the ‘Tab’ button will now move left through each menu count type and when clicking tab on the last menu count type, will return to the next row to the first column of menu count types. Clicking the ‘Enter/Return’ button will now move down to the cell directly below the currently selected cell.
- ED 13271 - Checklist Update for Production Worksheet - Added additional options to Product Worksheet Checklist Item Set Up – to include next business day & previous business day. Renamed next-business day to Next Weekday.
- ED 13290 - Sequence Ordering Restriction Tags - Added “Move Up” & “Move Down” buttons to allow user to change the display sequence of Ordering Restriction Tags.
- ED 13555 - Disregard Incomplete Orders when Filling Orders - System will now disregard incomplete orders when filling/encumbering orders.
- ED 13556 - Meal Pattern Analysis Enhancements - Added an option on the criteria screen to split menus for each entrée
- ED 13557 - Issuing Screen Enhancements - Preserve the row location on the issuing screen when refreshing/saving the screen. No longer requires a save when no changes have been made.
- ED 13558 - Save on Tab Close for Receiving - When closing the receiving screen using the “x” in the tab will now validate edits needing to be saved.
- ED 13559 - Physical Inventory Screen Enhancements - Physical Inventory screen is now sorted with the most recent inventory period on top.
- ED 13567 - Checklist Update for Approving Orders - Added “Approve Orders (Site)” & “Approve Orders (Central Office)” to Checklist Actions that will take users to the appropriate screen for approving orders. The checklist will now display even if no site is currently selected.
- ED 13560 - Sort Order for Ordering Group Config Maintenance - Added “Move Up” & “Move Down” buttons to Ordering Group Configuration Maintenance. Users can now determine the order that the managers see the Ordering Groups in when starting orders.
- ED 13610 - Add Recipe Name to Production Tab - Recipe name now displays on production tab. If multiple production tabs are open, the user can easily flip between recipes.
- ED 13611 - Ability to open Multiple Production Tabs - Users can now open multiple production tabs to edit production counts for multiple recipes at a time.
- ED 13612 - Issue Inventory Screen - The Case/Unit Quantity Cell is now highlighted when issuing inventory, so users can easily see which cell needs to be updated. Combined the Partial Quantity & Case/Unit Quantity to maintain similar data entry functionality throughout the program.
- ED 13615 - Meal Planning Recipe Sort - Clicking the “Menu/Recipe Description” column header will now sort the meal planning screen by Menu/Recipe.
- ED 13636 - Updates to Receive Inventory Screen - All editable cells in receiving are now highlighted, so users can easily see which cell needs to be updated. Combined the Partial Quantity & Case/Unit Quantity to maintain similar data entry functionality throughout the program.
- ED 13641 - Permission Screen Update - Grouped permissions on the Database & Site Permissions
- ED 13642 - Update to Automatic Ordering - When using automatic ordering, the program will now encumber orders to fill prior to ordering date range.
- ED 13654 - Expand Planned Extra Servings in Meal Planning - Extra Servings Planned will remain expanded when there are non-zeros in the field. This new feature only affects sites where “Auto Expand Extra Servings Rows” is not selected.
- ED 13662 - Allow Warehouses to be selected as a Central Kitchen in Satellite Setup - Warehouses will now be included in the site dropdown list for Site Maintenance Satellite & Mass Updater for Satellites.
- ED 13663 - Allow for Zero Prepared & Served Counts in Production - Users may enter zero (0) for prepared & served counts if there is a comment entered and the inventory quantity pulled is 0. “Inventory Used for Production”, items with zero (0) quantity pulled will automatically be removed when saving.
- ED 13568 - Report Layout Override for On Hand & Encumbered Inventory Report - Added a report layout override for On Hand & Encumbered Inventory report so that users can easily make changes to the report to fit their needs.
- ED 13670 - Item Maintenance Screen Update - Added a vertical scroll bar to item maintenance for lower resolution monitors.
- ED 13676 - Update to Item Usage Report - When including price contracts on the “Item Usage” report, the price contract description has been added to the report.
- ED 13679 - Updates to Recipe Maintenance - Added an additional tab to Recipe Maintenance called “Notes”. The tab includes free text blocks for Comments, Production Notes & Serving Notes. WinFSIM conversions will prefill the note tab should a recipe include any of the above notes. When printing a manufacturing recipe, if the site printing the recipe does not manufacture, the production & serving notes will print & the manufacturing instructions will not print. When printing Recipe Instructions a checkbox has been added to “include photos”. Defaulted to include photos.
- ED 13680 - Multi Pick for Recipes in Meal Planning - When adding a recipe in Meal Planning, users can now select multiple recipes to add.
- ED 13682 - Edit Order from Fill Order Screen - Changed “Edit Order Quantities” on the Fill Orders Screen to “Edit Order” which for completely open orders, will allow the user to edit the order. If the order is closed, the user will be taken to the “Edit Order Quantities” screen.
- ED 13694 - Update to Menu Template Printing - Added the Menu Template Description to the Report Header
Fixes ED 9162 - Site Names not Exporting on Grids - Fixed a setting that was causing the site names not to export when exporting grids throughout the program. ED 9163 - Recipe Scaling Error - Fixed a bug in recipe scaling that was causing round-off problems when fractional grams weights were used. ED 9187 - SQL Error when saving photos - Fixed a bug that was causing an error when attempting to save multiple phones at the same time on a recipe. ED 9188 - Insert/Check Conflict - Fixed a CK violation when saving invalid recipe delivery units. ED 9203 - Error message when deleting items on a price contract that are on an existing order - Added a check for conflicting reference before attempting to delete price contract items. ED 9301 - Manufactured Recipes Calculation & Merge Error - Fixed a bug in the calculation of manufactured items values as well as a bug in item merge if the old item is manufactured by a recipe. ED 9349 - Some items not ordered when ordering by meal out of date order - Changed automatic ordering to ignore inventory, transfers, and orders that do not overlap meal planning date range when not considering inventory on hand. ED 9712 - Convert legacy not preserving inactive flag on items - Fixed a bug in convert legacy that was not importing inactive items as inactive. ED 9715 - Recipe Allergens Overlapping Text on Print - Fixed a text overlap issue on the Recipe Allergen Report ED 9723 - Projected Meal Cost Report displaying no counts - Fixed a bug that was causing no data to show for certain criteria of the Projected Meal Cost report. ED 9727 - Invalid Grouping on Cost of Food & Supplies Report - Fixed a bug that was causing the supply errors and transfers to be grouped together when running the Cost of Food & Supplies Report. ED 9733 - Error in Edit Quantities Permission - Fixed a bug in change quantities/remove items permission that was restricting users without this permission from checking that the item was received. ED 9743 - No service days not showing in ordering - Fixed a bug on the order screen that was causing the no-service warning to not show when necessary. ED 9748 - Not all ingredients showing in production - Changed production/manufacturing to include zero (0) quantities needed even when not on-hand. - ED 9755 - Meal Pattern Analysis not including milk choices - Fixed a bug in Meal Pattern Analysis causing planned recipes not on the menu to be ignored.
ED 9762 - Closed Items Showing as Backordered - Fixed a bug in order fulfilment that was causing closed items to show as backordered when receiving a backordered item.
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