New Features
Production Worksheet Default Selection - Added the ability to configure default criteria for the Production Worksheet (Long Format) and Production Report run from the Production screen.
Served Site and Meal type will be overridden to reflect the selected site and meal type being produced.
Admin & Maintenance | System Settings | Reports | Production Report Format and Production Worksheet Format | Gear icon
- Hide Unplanned Items from Production Screen - Added a new Site setting that, when unchecked, considers zero-planned counts as the recipe/menu is not intended to be served. Additionally, recipes/menus with zero-planned counts will be suppressed from various reports and screens. By default, the setting is enabled and zero-planning indicates planning has not been completed
Admin & Maintenance | Sites & Categories | Sites | Site Settings | Meal Planning: Consider Zero Planning as Incomplete Hide Unplanned Meals from Production Worksheet - If Consider Zero Planning as Incomplete is unchecked, unplanned meals will not display on the Production Worksheet.
Custom Production Worksheets may not be affected by this setting change
- Search & Replace Item on Recipes - Added ability to search for and replace a single item on multiple selected recipes
Admin & Maintenance | Items & Category Numbers | Items | Advanced | Replace Ingredients on Recipes - Search & Replace Recipe on Menus - Added ability to search for and replace a single recipe on multiple selected menus, menu templates, and planned sites within a specified date range
Admin & Maintenance | Recipes & Menus | Recipes | Advanced | Search and Replace Recipe on Menus
- Search and Replace Menu on Menu Templates - Added the ability to search for and replace a single menu on multiple selected menu templates and planned sites within a specified date range. Choose between leaving planned recipes as is or remapping planned recipes
Admin & Maintenance | Recipes & Menus | Menus | Advanced | Search and Replace Menu
Admin & Maintenance | Recipes & Menus | Menu Templates | Edit Menu Template | Edit Date| Right-click Search and Replace Menu - Custom Meal Types - Added the ability to create custom meal types (e.g. Summer Breakfast, Summer Lunch).
Admin & Maintenance | Advanced | Meal Types - Popular Recipes Report - Similar to the Popular Items report in Newton, the Popular Recipes report allows you to view a list of popular recipes for a given date range based on the Meal Type and the Count Source (Planned, Prepared, Served)
Reports | Production Reports | Popular Recipes
Enhancements
- Advanced Menu in Admin & Maintenance - An Advanced Administration ribbon menu has been added. The menu includes Report Menu Configurations, Report layout Overrides, User-Defined Reports, Alert Types, Barcode Reader Configurations, Exports, Scheduled Jobs, Test Databases, Meal Types, External Plugins, and Custom Tables
Admin & Maintenance | Advanced - Scheduled Job to Recalculate Nutrition - Added the ability to recalculate nutrition as part of a scheduled job
Admin & Maintenance | Advanced | Scheduled Jobs - Menu Planning Print in Calendar View - Added the ability to print Menu Planning in Calendar View
Home | Meal Planning | Print | Calendar - Do not display unplanned recipes on MealViewer - If zero planning exists for a recipe, the recipe will not be displayed in MealViewer
- Recipe Instructions - Added ability to include one or more options on Recipe Instructions report – Include Photos, Include Allergens, Include Nutrition Data, Include Catalog Numbers on Ingredients, Include Food Contributions.
You may select to Keep Steps Together when printing the report.
Additionally, the Meal Type and Serve Date are displayed at the top of every report page - Discards During Production - Added the ability to discard during production.
Home | Production | Produce - Automatic Leftover Quantities - Added a new Site Setting to automatically calculate total leftover quantities based on serving and prepared counts. Users will not be able to manually edit leftover quantities. Discarded versus kept will be editable. Default is disabled.
Admin & Maintenance| Sites & Categories | Sites | Site Settings | Production: Automatic Leftover Quantity - Require Planning for Leftover Servings - Added a new Site Setting to require planning for leftover recipes before saving and completing the production process. Default is disabled.
Admin & Maintenance | Sites & Categories | Sites | Site Settings | Production: Require Planning for Leftover Servings - Issuing to Consumed - Added additional details when Issuing to Consumed in To Site: Consumed (Production) or Consumed (Manufacturing).
Added a new column Recipe Produced/Manufactured with additional details. If unknown, field remains blank.
Changed default display of Issued By column for better grouping clarity.
Home | Issuing Update Storage Location from Physical Inventory Screen - Added the ability to add, swap, or clear site storage locations while conducting physical inventory
Site Storage Categories must first be created
Home | Physical Inventory | Start New Physical | Storage Slot column | Ellipses icon
- Ability to Upgrade Test and Prior-Year Databases - Added Upgrade Databases Utility
Utilities | Advanced | Upgrade Test/Prior-Year Databases - Production Worksheet Enhancements - Planned counts for satellite schools are split
School, Date, and Meal Type are displayed in the header of every page