Page Comparison

New Features

• Inventory Tag Utility - Utilities | Advanced | Review Inventory Tags

  Added a new utility that allows users to edit data for existing inventory tags

  Edit – allows you to edit the selected inventory tag

  Print – allows you to print Inventory History, Inventory Tag Labels & Inventory on Hand Reports

  Navigate – opens the original receiving invoice or the item maintenance tab

  Added the following database permissions:

  “Review Inventory Tags” – allows users to view the utility screen

  “Edit Inventory Tags” – allows users to edit an existing inventory tag
  
• ED 18490 - Shortcuts to Items, Recipes, and Menus
  Access Items from Recipe Maintenance - Administration | Recipes & Menus | Recipes
  Right clicking on an item in recipe maintenance will allow users to open the Edit Item Screen_{^{*Expand "Steps & Ingredients" for details.}}
  Access Recipes from Menu Maintenance - Administration | Recipes & Menus | Menus
  Right clicking on a recipe
  Access Menus from Menu Maintenance will allow users to access the Edit Recipe ScreenTemplate Maintenance
  Access Menus Recipes from Menu Template Maintenance - Administration | Recipes & Menus | Menu Templates
  Right clicking on a menu from the Menu Template Edit Day Screen will allow users to access the Edit Menu Screen

Enhancements

• User Defined Export Update - Administration | Miscellaneous | Exports
  

• ED 18494 - Added a new utility that allows users to edit data for existing inventory tags. Added "Review Inventory Tags" and "Edit Inventory Tags" Database Permissions.

Enhancements

• ED 15890 - Added Site Categories to “User Defined Export” set up
• Bulk Change Permission - Home | Review & Approve Orders | Advanced | Bulk Update

  Utilities | Orders | Review & Approve Orders | Bulk Update

  Updated Bulk Change Utility to check user permission for each order being edited via bulk update.  Checking Edit Order Permission and Edit Completed Order Permission.

• Override Lock on Bulk Update - Home | Fill Orders | Bulk Update

  Home | Review & Approve Orders | Advanced | Bulk Update

  Utilities | Orders | Review & Approve Orders | Bulk Update

  Added an Order Lock Override when performing Bulk Updates

• Split OVS Setting By Meal - Administration | Sites | Site Templates | Settings | Meal Planning: Default Offer-vs-Serve Meals
  Added the ability to identify which meals are Offer-Vs-Serve Meals – previously all meals were identified as OVS with the single setting
• Multi Select Items when Deleting in Bulk Update - Home | Fill Orders | Bulk Update

  Home | Review & Approve Orders | Advanced | Bulk Update

  Utilities | Orders | Review & Approve Orders | Bulk Update

  Added the functionality to delete multiple items at a time when using the bulk update utility

• Update to Report Menu Configurations - Administration | Miscellaneous | Report Menu Configurations

  When customizing report criteria in the Report Menu Configuration, the “run for each site” option will hide when hiding the site filter on the criteria screen

  Added a “test” button to allow users to preview report menu configs that are not assigned to them.

  Changes in Report Menu Configurations no longer requires a restart of the program.
• Multi Select for Par-Level Items - Administration | Miscellaneous | Site Specific | Order Par-Levels | Add Catalog Number

  Added the ability to select multiple items when setting up Par Levels

• Update to Cost of Food Used by Meal & Day Report - Reports | Inventory Reports | Cost of Food Used by Meal & Day

  Added a meal filter to report criteria screen.

  Added a report total to the Cost of Food Used by Meal & Day Report
• Physical Inventory Update - Home | Physical Inventory | Ad-Hoc Physical Inventory | Filter by any option to create a “filtered” physical inventory
  
  When adding items to an already “filtered” physical inventory, the program will add the item and calculate the existing quantity on hand rather than creating a new inventory tag to add new inventory quantities.  This will allow users to add items to a “filtered” physical and the quantity entered will be the current count, rather than increasing the stock quantity by that amount.
• Review Transfer Screen Update - Utilities | Miscellaneous | Review Transfers
  Added Order ID, Ordering Group & Order Delivery Date to the Review Transfer Screen
• Commodities & Leftover Reporting - Reports | Inventory Reports

  Added filters for Commodities and Leftovers to the following reports: InventoryHistory, InventoryonHand, IssuingDetails, OnHand&Encumbered, PerpetualInventory, ProductExpiration, PhysicalInventoryCorrections, ReceiveItemList, TransferOutSummary

• Weights & Measures Maintenance Update - Administration | Items | Select Item | Weights & Measures Tab

  Administration | Recipes | Select Recipe | Steps & Ingredients Tab | Edit Measure

  Updated the Weights & Measures maintenance screen to include buttons to “lookup weight” and “calculate volume” to assist with correctly setting up items
  

• EOY Support Support - Utilities | Advanced | End Of Year
  Added support for running EOY Process as well as support for 2017-2018 School Year

• Predictive Ordering Update - Home | Order | Create New | “Items needed for predicted orders from all sites based on planned meals”

  Consider meal planning counts for the site that is generating the Predictive Order.  This feature is important for Combo Sites, central kitchens that are also sites that meal plan.

• Include Price on Item Usage Report - Administration | Items | Print | Item Usage | ‘Include Price Contracts’

  When running the item usage report from item maintenance, the price of the item will be included when including price contracts on the report

• Save Place in Item Maintenance - Administration | Items
  When merging and deleting items, the program will now maintain the selected spot in item maintenance when refreshing rather than returning to the top of the item maintenance screen
• CN 20 Update - Utilities | Advanced | Update CN Database

  Upgraded to CN 20 Database – users will need to pull in new database

• Send Data To Tech Update - Utilities | Send Data To Tech

  Updated the send Data To Tech functionality to run in the background so users can continue to work in the program. 

  “Hide” – closes the data screen and can be reopened by clicking on the “Send Data to Tech” button again

  Added the ability to copy the filename for the MTD file – users can easily add the name of the database to their case or email
• Inventory Tag Report Update - Added Receive Date to the field list to be used when customizing Report Layout Overrides
• Update Generic SQL Data Set - Added Item Filter to Generic SQL Data Set when generating User Defined Reports

• Update to Transfer Ticket Report - Updated the stock Transfer Ticket to include Order Comments, Transfer/Order Discrepancies & Order History

  Note
  This new stock layout is not available for existing report layout overrides.  Any existing customizations that would like to utilize the new format will need to be recreated using the new format.  This does not break existing customizations.

  
  

• Item Maintenance Update - Administration | Items & Catalog Numbers | Items
  From Item Maintenance, users can highlight an item and use the advanced tool at the top of the screen to change the catalog number of an item, or merge the item into another

Fixes

• Production Worksheet Combining Planned Meals - Fixed a bug when printing the production worksheet that was combining counts into a single meal’s worksheet rather than separating by meal.
• Error when filling orders for a site - Added Shelf Life validation in item maintenance that resolves the issue of trying to fill an order that includes an item with a shelf life error
• Physical Inventory not adjusting inventory using FIFO - Fixed the default sequence on inventory tag “auto-apply” when entering physical counts (consolidate by item) to favor issuing FIFO and receiving LIFO.
• Weighted Nutrient Analysis Report – calculation issue - Corrected the Weighted Nutrient Analysis report to display the nutritional information calculated on the yield of the recipe and not on 100g
• Shelf Life Error when Printing Physical Inventory Worksheet - Added Shelf Life validation in item maintenance that resolves the issue of trying to print a Physical Inventory Worksheet that includes the item with a shelf life error
• Not ordering quantity needed from vendor - Updated the ordering quantity to always order at least one unit, even when the rounding attempts to round down to 0.
• Save Layout for Receiving Screen not recognizing open tab - Fixed a bug that was prohibiting the save layout setting from recognizing an open receiving tab when attempting to save a layout
• Production Worksheet not highlighting - Fixed a bug that was excluding the yellow highlighting from the Production Worksheet
• Update wording on Override Request screen - Changed the wording from “cancel committed physical inventory” to read “cancel physical” – as this override is used to cancel an in progress or committed physical
• Incorrect user showing on Transfer Ticket – Order Change Log - Fixed a bug in the transfer ticket order tracking sub-report that was identifying the incorrect user in the log
• Resizing Production Wizard Issue - Added restrictions on resizing of the Production Wizard to eliminate the ability to scale down and hide existing buttons
• Error when scanning barcodes for physical inventory - Fixed a bug when loading the barcode journal while scanning barcodes during physical inventory
• Error when manufacturing an item with no serving sizes mapped - Fixed a bug in manufacturing when planning counts exist for an item with no serving sizes mapped.
• Error when deleting a user via Right Click - Fixed a foreign key violation error when deleting a referenced user.
• Bulk Wizard not auto selecting when single order is selected - When selecting a single order for Bulk Update, the wizard will now maintain the selection of the single order