Included in Edison 2.1 Release Notes are versions 2.1.0-2.1.9. Some releases are private Betas.
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 templateED 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
ED 13273 - Receiving History
- ED 13291 - Ordering History
- ED 13292 - Issuing History
- ED 13525 - Recipe Tracking Log Expand "Recipe Tracking Log" for details
- ED 13533 - Item Tracking 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
- ED 13603 - Item Measures Tracking Log
- ED 13619 - 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
- ED 11960 - Checklist Update for Enter Meal Counts
- ED 12379 - Add Brand “on the fly” from Item Maintenance Expand "Item-Specifics" for details
- 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
- 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
- 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.
New Features
- ED-13163 - Item Restrictions - Item Restrictions can be applied to items and sites to allow for easier item restriction throughout the District. In order for Item Restrictions to work properly, you must first setup Ordering Restriction Tags. Next, Order Restrictions are applied that Item level. Item restrictions may also be applied to items through the Mass Update Catalog Number. Finally, restrictions are applied at the Site level. Item restrictions may also be applied to sites through the Allowed Ordering Restrictions in the Mass Update option.
- ED-13188 - Item Allergen Report
- ED-13191 - Ad-Hoc Item Ordering - Added the ability to add items to an Order Ad-Hoc by permission only.
Enhancements
- ED-12587 - Edit Delivery Date on Review/Approve Order Screen
- ED-12589 - Multi-Item Pick in Receiving
- ED-13131 - Multi-Item Pick in Issuing
- ED-13152 - Update to Locked Order Message - Added fields for Order Worksheet #, Vendor/Warehouse Name, Delivery Date.
- ED-13155 - Update Convert Legacy Version - Convert Legacy process is now compatible with all current versions of WinFSIM.
- ED-13168 - Permission for Adding Items in Transfer Receiving
- ED-13171 - Speed Up Opening Existing Orders and Receiving - When editing and existing order or receiving, the internal order list will not load until the user selects to add and item to the order. This will speed up the opening of these order/receiving to almost instantaneous.
- ED-13174 - Suggest FIFO when adding Items to Orders - Sorted available inventory tags oldest first when picking items to add to an order.
- ED-13176 - Updates to Review Issuing Screen - Added columns for Transfer Ticket # and Fill Order # to the Review Issuing Screen.
- ED-13178 - Preserve Grid Position when Approving Orders - When approving orders on the approve orders screen, the system will preserve your current grid position throughout the refresh.
- ED-13187 - Recipe Costing without Planning - In Recipe Maintenance, in the ‘Print’ drop down, Projected Menu Cost report has been added and allows the user to print the report for a single recipe without planning.
- ED-13190 - Food Pattern Maintenance Grid - Removed the auto-size column option on the Edit Food Pattern Screen that will allow for easier viewing for a user with a low resolution monitor.
- ED-13192 - N/A filter for Item Categories - When using the item filter control and selecting a user defined category, n/a has been added as an additional choice.
- ED-13193 - Updates to Price Contract Receiving Screen - When receiving from a price contract, items with 0 quantity no longer have to be manually removed. If an item exists with 0 quantity, upon save, the item will be automatically removed from the receiving.
- ED-13257 - Speed Up Creation of New Orders - Sped up the process that loads internal order lists when creating new orders.
- ED-13262 - Distinguish Back-Orders when Reviewing Orders
- ED-13263 - Add "Receivable To" in Price Contract Maintenance
- ED-13269 - Indicate Orders in Receiving that are Backorders
Fixes
- ED-9440 - Fixed a bug in advanced item merge when old item referenced free-text production entry quantities
- ED-9446 - Fixed a bug in the review orders grid when sorting by site
- ED-9447 - Fixed a bug in Weighted Nutrient Analysis that was duplicating recipes that appeared on more than one serving size
- ED-9448 - Removed inoperable undo/redo buttons from meal planning
- ED-9450 - Fixed a bug in the Inventory History report that was calculating starting and ending balances incorrectly
- ED-9502 - Fixed an unhandled exception when canceling post-exception refresh on send orders
- ED-9506 - Fixed a bug in importing items from test databases that was not reading partial uses per primary correctly
- ED-9536 - Fixed a bug that was causing the purchased total cost per plate to display in the donated total cost per plate field.
Fixes
- ED-9190 - Fixed a bug that was displaying weights incorrectly when dividing by zero.
- ED-9247 - Fixed an error when adding a report layout override of the Loading Details Report.
- ED-9262 - Fixed a bug in Automatic Ordering that was causing orders to have fewer items than necessary.
Enhancements
- EDISON-12733 - Added "Approved by" to Review Sent Orders screen
Fixes
- EDISON-9202 - Fixed a bug that was causing EOY to error when attempting to delete recipes with leftover items that had item measures.
New Features
- EDISON-11864 - On Hand and Encumbered Inventory Report
- EDISON-12787 - Bulk Changes Utility
Enhancements
- EDISON-12249 - Default to Price Contract when added new Inventory Tags in Physical Inventory - When adding new inventory tags during a Physical Inventory, the price contract will default to the most current contract rather than n/a. If the item is not set up on a price contract, this field will default to n/a.
- EDISON-12251 - Receiving Details Report Update - Created Report Layout Override for Receiving Details Report. Updated the report footer to suppress the report total if there is only one receiving.
- EDISON-12254 - Update to Receiving
EDISON-12302 - Availability Group Support - Added support for districts using Availability Groups – added the ability to terminate sessions and kill SQL Server Connections when attempting to perform database upgrades and access single user mode.
- EDISON-12719 - Update to Food Item Nutrient Analysis Report
EDISON-12728 - CN Code Added to Recipe Maintenance- Expand "Steps & Ingredients" to view.
If an Item has been attached to the CN database, the CN Code will carry over into Recipes when that item is added.
- EDISON-12730 & 12731 - Nutrient Analysis & Nutrient Analysis (Extended) Update
- EDISON-12761 - USDA Brand Update
- EDISON-12762 - Attach/Detach Weights & Measures Update
- EDISON-12766 - Update to Price Contract Maintenance
Fixes
- EDISON-9166 - Fixed a bug that was allowing duplicate user names to be created.
- EDISON-9137 - Fixed a bug that was sometimes changing the default day of the week when setting Delivery Date for Ordering Groups.
New Features
EDISON-12645 - Prefill Initial Physical Inventory Items
A Site Permission has been added to limit access to the "Prefill Physical Inventory form Ordering List." You should review permissions and make the appropriate changes as needed.
Enhancements
- EDISON-12687 - Internal Order List Update
Fixes
- EDISON-9156 - Fixed a bug that doesn’t allow broken case quantities when ordering.
- EDISON-9161 - Corrected the Production Worksheet to display Planned Counts
Fixes
- EDISON-8942 - Fixed a bug on the Daily Production Cost report that was showing an incorrect cost per plate when producing recipes for a satellite.
- EDISON-9102 - Fixed a but on the Recipe Listing report that was showing incorrect weights for ingredients that were not set to scale each by weight.
- EDISON-9128 - Fixed a bug that was referencing inactive sites on the Internal Order List.
- EDISON-9129 - Fixed a bug that was not allowing users to enter data into the zip code field on the mass updater.
- EDISON-9136 - Fixed a bug that was referencing inactive sites on Inventory Tags.
- EDISON-9142 - Fixed a bug causing the Par Level Screen to no sort/search properly.
- EDISON-9143 - Fixed the multi-term search support on the Pick Site, Ordering List Item and Pick Available Inventory Item Screens.
- EDISON-9150 - Fixed inconsistency in add item buttons. Reset the default quantity to 0 for ordering and receiving to maintain consistency across all add item options.
New Features
- EDISON-11788 - Knowledge Base Access from the Software
- EDISON-11824 - Loading Detail Report
- EDISON-12156 - Alert Type Maintenance
- EDISON-12170 - Exclude Site # on Reports
- EDISON-12392 - Site Maintenance Mass Updater
Improvements
- EDISON-11586 - Updated Sorting & Maintenance for Brand & Allergen - Brand & Allergen Maintenance defaults to Alphabetical and newly added rows are sorted after saving.
- EDISON-11825 - Production Worksheet Update
- EDISON-11857 - Temperature Log added to Production Wizard
- EDISON-12072 - Trans-Fat Disclaimer
- EDISON-12073 - Legend for Missing Nutrient Values
- EDISON-12074 - Remove % DRV for Sugars & Protein - Deactivated the conversion to and from % DRV for sugars and protein when entering nutrient data from food labels.
- EDISON-12075 - Weighted Nutrient Analysis Update
- EDISON-12157 - Updates to Receive Inventory Wizard
- EDISON-12177 - A checkbox to run report for each school in now available in the following Inventory Reports, Production Reports, Nutrient Analysis Reports, and Other Reports.
- EDISON-12215 - USDA Measure Disclaimer - Added a warning when attempting to edit an imported USDA measure that the measure cannot be edited with an option to create a copy of measure to edit.
- EDISON-12231 - Single Day Nutrient Analysis - Removed target values and discrepancies when running a single day nutrient analysis.
- EDISON-12237 - Highlight Items with Zero Quantity when Ordering
- EDISON-12253 - Added School Name to Edit Order Screen - When editing an order in the Review & Approve Orders Utility, the site name has been added.
- EDISON-12378 - Additional Ordering Group Config Date Options
- EDISON-12380 - Option to default Prepared Count to 0 - Expand "Settings" for details.
- EDISON-12385 - Show Item Storage Category when Ordering
- EDISON-12386 - Disallow Donated Items by Site
- EDISON-12388 - Updated Checklist Option - Added first business day (first week-day) and last business day (last week-day) to the date options for checklist items.
- EDISON-12389 - Print Transfer Ticket when Filling Orders
- EDISON-12391 - Default Ordering Category - When creating a new item in item maintenance, the ordering category will now default to “default” rather than “none”.
- EDISON-12393 - Nutrient Data Row Order
- EDISON-12423 - Multi-Item Select in Price Contracts
- EDISON-12426 - Alphabetize Allergen Form
- EDISON-12427 - Price Contract Update
- EDISON-12434 - Display Recipe Name on Tab
- EDISON-12464 - Disable Specific Item Filter on Internal Order List
- EDISON-12471 - Prevent Manufacturing the Same Item - Added support to prevent users from creating a recipe that manufactures an item in the recipe.
- EDISON-12475 - New CN19_2 Database Update
- EDISON-12482 - External Reporting Support Update
- EDISON-12534 - Multi-Pick in Ordering