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Download the Plugin
You must first download the Sodexo plugin through the customer portal.
- Login to the customer portal.
- Locate and select the Downloads link in the system.
- Locate and click on the Newton folder.
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- Locate and click on the Plugins folder.
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- Locate and click on the Sodexo.zip file to download. Take note of the downloaded location.
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Load the External
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Plugin
- Login to Newton.
- Select the Administration and Maintenance tab.
- Click on Advanced Setup and choose External Plugins.
- Click Add.
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- Locate and select the Sodexo.zip plugin file from your local or network drive. Then, click Open.
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- A notification window will appear. Click OK to install the plugin.
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- After processes have run, notice the plugin status is Not loaded. Click Close.
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- You must restart Newton for changes to take effect. Click OK and close the program.
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- After restarting Newton, access external plugins to ensure the status has changed to loaded.
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Establish Custom Tables- From the Administration and Maintenance tab, select Advanced Setup. Then, choose Custom Tables.
- Click the Add button.
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- Select the Sodexo Customizations table. Then, click Ok.
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Click Submit Request to enter a comment requesting to authorization or Manual Approval to enter a code provided by your Support agent.
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It is vital that you contact Support prior to attempting to add a custom table. Support will direct you which action you should take. |
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Once you have received approval, you will notice the custom table has been Enabled. Click Close.
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If your District no longer wishes to use a custom table, you may disable the table by selecting the correct table and clicking Enable/Disable. You must restart Newton after you have made changes. |
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- You must restart Newton for changes to take effect. Click OK and close the program.
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| ExportConfigs |
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Establish Export Configurations- From the Administration and Maintenance tab, select Advanced Setup. Then, choose Exports.
- Click the Add button.
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- Select Sodexo POS Data Feed from the list. Then, click Ok.
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- Enter a Description. Then, click Setup.
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- Establish export configurations. Then, click Ok.
- Settings
- Sodexo Unit Number - The number provided to you that identifies your District.
- Vender Code - The vendor code provided to you by Sodexo.
Default Export Path - Click the ellipsis icon and locate the folder on your local or network drive.
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If a folder does not exist, you may create a folder for your Sodexo exports. |
- Options - By default, all options are unselected.
- Include Student Worker Counts - Place a checkmark in the box if student worker counts are included in the Sodexo export files.
- Include Reimbursable Milk Counts - Place a checkmark in the box in your District participates in the reimbursable milk program and counts are included in the Sodexo export files.
- Schools and Program Numbers
- Include - By default, all schools are included in the export. To exclude a school from the export, click in the box to unselect.
- School - Displays the school code and school name. Not editable.
- School # - Enter the school # for the school provided to you by Sodexo (if applicable).
- Register # - Enter the register # for the school provided to you by Sodexo (if applicable).
- Cashier # - Enter the cashier # for the school provided to you by Sodexo (if applicable).
- Breakfast # - Enter the associated breakfast code for the school provided to you by Sodexo (if applicable).
- Lunch # - Enter the associated lunch code for the school provided to you by Sodexo (if applicable).
- Snack # - Enter the associated snack code for the school provided to you by Sodexo (if applicable).
- Supper # - Enter the associated supper/dinner code for the school provided to you by Sodexo (if applicable).
- Online Payment # - Enter the associated online payment code for the school provided to you by Sodexo (if applicable).
- Premium Meals - If your District offers multiple Reimbursable Meals, use the drop-down menu to establish the Premium Meal # and select meal.
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- In the Configure Export window, click Apply.
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- Click Test.
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- Use the calendar tools to establish a From and to Date Range. Then, click Ok.
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- You will be notified once the export is complete. Click OK.
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Establish a Scheduled Export Job- From the Administration and Maintenance tab, select Advanced Setup. Then, choose Scheduled Jobs.
- Click the Add button.
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- Enter the Scheduled Job information. Then, select Add Task to place tasks in the Scheduled Job.
- Description - Enter a description of the new Scheduled Job.
- Expected Period - Enter the Expected Period that the work schedule should be performed.
- Inactive - Select this option to make the Scheduled Job Inactive.
- Agent Mode Schedule - Use the drop-down menu to establish a frequency and complete details in order for the process(es) to be executed without using the Windows Task Scheduler.
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- Select Export Data from the list of tasks. Then, click Ok.
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- Select the Sodexo export from the list. Then, click OK.
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- In the Edit Scheduled Job window, click Ok.
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- You may wish to run the scheduled job now. Select the Sodexo export and click Run Now.
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- A notification window will appear. Click Yes to confirm you wish to run the scheduled job.
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Manually Run the Export- From the Utilities tab, select Export Data.
- Select the Sodexo export and click Run.
Click the Add button.
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