Advanced Setup

Overview

This section demonstrates how to configure the more advanced features supplied with Edison. Some of the options may require assistance from Support.

This procedure is used to access all processes in the Miscellaneous section.

Locate and click the Admin & Maintenance tab. Next, click on the Advanced Setup option.

Report Menu Configurations

Report Menu Configurations is a group of reports available for different roles. Report Menu Configurations are broken down between System (Stock Reports) and District Default reports. They can be modified and additional reports can be added. System (Stock Reports) may not be modified.

From the Advanced Setup option, select Report Menu Configurations.
Click Add to create a new report configuration.

You may also select a report customization and click Edit.
Select how to create the new report configuration. Then, click Ok.

Choose which category you would like to view, edit, or add reports by clicking on the (+) sign to expand report views. Once you have selected a category, click Add Report.

Note: Existing report items are set up through the system and cannot be removed; however, you may choose to suppress those items from report options by selecting the Suppress checkbox next to the report description.

DISTRICT DEFAULT STOCK REPORTS
Inventory Reports	Production Reports	Nutrient Analysis	Other Reports
Food, Supply, and Donated Receiving Summary On-Hand and Encumbered Inventory Encumbrance Details On-Hand and Encumbered Inventory Cost of Food Used by Meal and Day Order/Receiving Discrepancy Summary Order/Receiving Discrepancies Physical Inventory Progress Product Expiration Food, Supply, and Donated Inventory On Hand Transfer Order/Issue Discrepancies Transfer Issue/Receive Discrepancies Invoice Summary Physical Inventory Correction Transfer-Out Summary Transfer Ticket Issuing Detail Inventory On Hand Cost of Food and Supplies Inventory History Perpetual Inventory Receive Item List Receiving Details	Manufacturing Summary Non-Program Food Cost of Goods Planning Summary Popular Recipes Production Worksheet (Table Format) Production/Serve Date Discrepancies Production Worksheet Temperature Log Daily Production Cost Menu Planning List Production Worksheet (Long Format) Recipe Ingredients Pull Sheet Production Report Recipe Instructions	Carbohydrate Analysis Food Item Nutrient Analysis (Extended) Meal Pattern Analysis Nutrient Standards Recipe Listing Food Item Nutrient Analysis Recipe Nutrient Composition Weighted Nutrient Analysis	Automatic Order Discrepancies Bid Quotes Catalog Numbers without Price Contracts Incomplete Orders Ordering Status Item Allergens Recipe Cost per Serving Recipe Allergens User Activity Log Menu Template Details Item Usage Permission Override Requests Request for Bid Quotes Projected Meal Cost Recipe Instructions by Manual Count

Select the type of report you would like to add. Then, click Ok.
Choose which report you would like to add. Then, click Ok.
Each report selected will pop up a configuration window. Set your default configurations for each report and then click Ok.
To edit existing configurations, choose the item you would like to edit and click the Customize Criteria button.

Report Layout Overrides

Report Layout Overrides allows you to modify default system report templates for your District's specific needs.

From the Advanced Setup option, select Report Layout Overrides.
Select a report name and click Add.

Note: System-defined layouts may not be modified, renamed, or removed.

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Make necessary changes. Then, click the Save icon.
Enter the name of the new report layout. Then, click Ok.
Close the report by clicking the red X.

Select the new report layout and click Set as Default. You may also choose to Edit, Rename, or Remove a user-defined layout.

Export

You may wish to export a report to your local or network drive. Reports export as a .xml file.

Expand the Report Name and click on the report you wish to export.
Click the Export button.
Select the location in which you wish to save the report. Then, click Save.

Import

You may wish to import a previously exported .xml report from your local or network drive.

Click the Import button.
Locate and select the file on your local or network drive. Then, click Open.
The imported report will automatically import once you select Open; however, in the event that another report exists with the same Layout Description Name, you will be prompted to change it before the import is successful.

User-Defined Reports

User-Defined Reports allow you to create custom reports for your specific needs. This is a brief overview of creating a custom report. For more detailed information regarding reports, please contact Support.

From the Advanced Setup option, select User-Defined Reports.
Select Add to create a new Report or Edit to alter an existing report.
Select a User-Defined Report type to use for the new report. Then, click Ok.
Select Setup Data Set and establish dataset options.
Click on each user-defined report type below to view Data Set Options.
Note: Filter options and Advanced Filter Expressions are available for some reports. The available options may vary depending on the type of report.
Cost of Food Summary
Establish dataset details. Then, click Ok.

Date Range - Select a date range from the drop-down menu.
Filter by Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
  Include Active Items - Select the checkbox to include active items in your dataset.
Purchase Value Method - Select the Purchase Value Method.
Price Contract Details
Establish dataset details. Then, click Ok.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
  Include Active Items - Select the checkbox to include active items in your dataset.
Options - Select the checkboxes to Include Inactive Items or Include Inactive Contracts in your dataset.
Item Listing
Establish dataset details. Then, click Ok.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
  Include Active Items - Select the checkbox to include active items in your dataset.
Options - Select the checkboxes to Include Inactive Items or Include Leftover Recipes in your dataset.
Inventory On Hand
Establish dataset details. Then, click Ok.
Report Inventory As-Of Date - Select a date range from the drop-down menu.
Filter by Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
  Include Active Items - Select the checkbox to include active items in your dataset.
Options - Select the checkbox to Include Zero Quantities.
Menu Template Details
Establish dataset details. Then, click Ok.
Include Menu Template used by Site - Select the checkbox to Use User's Default Site or use the magnifying glass to search for and select an existing menu template.
Meal Types - Select the meal types you would like to include in your dataset.
Options - Select additional options to be included in your dataset.
Perpetual Inventory
Establish dataset details. Then, click Ok.
Date Range - Select a date range from the drop-down menu.
Filter by Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
  Include Active Items - Select the checkbox to include active items in your dataset.
Group by Site - Select the checkbox to group your dataset by site.
Split Items - Select a split item option.
Inventory History Details
Establish dataset details. Then, click Ok.
Date Range - Select a date range from the drop-down menu.
Filter by Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
  Include Active Items - Select the checkbox to include active items in your dataset.
Include Zero-Quantity Planning - Select the checkbox to include zero-quantity planning in your dataset.
Inventory History Details
Establish dataset details. Then, click Ok.
Date Range - Select a date range from the drop-down menu.
Filter by Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
  Include Active Items - Select the checkbox to include active items in your dataset.
Include Zero-Quantity Planning - Select the checkbox to include zero-quantity planning in your dataset.
Receiving Details
Establish dataset details. Then, click Ok.
Date Range - Select a date range from the drop-down menu.
Received by Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Received from Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
  Include Active Items - Select the checkbox to include active items in your dataset.
Include Zero-Quantity Planning - Select the checkbox to include zero-quantity planning in your dataset.
Generic SQL Data Set
Establish dataset details. Then, click Ok.
Prompt for Date - Select a prompt for date action.
Date Range (inclusive) - Select a date range from the drop-down menu.
Date - Select a date from the drop-down menu.
Filter by Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
Include Active Items - Select the checkbox to include active items in your dataset.
Filter by User - Use the magnifying glass to search for a Specific User, select a role from the drop-down menu, or select All Users.
SQL Statement - Use the ellipsis to edit the SQL Statement.
(Advanced Users) How to configure Advanced Filter Expressions
Advanced Filter Expression - Select the ellipsis icon to the right of the Filters section to access the Advanced Filter Expression area.
Note: Generic SQL Data Set is for users who have knowledge of SQL database and SQL query language. If you do not have an understanding of SQL database and SQL query language, contact Support.
Double-click filters in the list to add them to your filter expression. You can combine multiple filters using AND, OR, and NOT. An Order of Operations can also be specified by using parenthesis.
Be sure to click the Test (F5) button before selecting Ok.
Issuing Details
Establish dataset details. Then, click Ok.
Date Issued - Select an initial value from the drop-down menu.
Issued by Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Issued to Site - Use the drop-down menus to filter by Specific Site, Category and Cluster, Named Site Filter, or All Sites.
Use User's Default Site Filter - Select the checkbox to use only the site which is the user's default site.
Filter by Item - Use the drop-down menus to filter by Specific Item, Specific Catalog Number, Item Storage Category, Item Usage Type, Ordering Category, Brand, By Other Category, or All Items.
Include Inactive Items - Select the checkbox to include inactive items in your dataset.
Include Active Items - Select the checkbox to include active items in your dataset.
User Activity Log
Establish dataset details. Then, click Ok.
Date Range (inclusive) - Select a date range from the drop-down menu.
Filter by User - Use the magnifying glass to search for a Specific User, select a role from the drop-down menu, or select All Users.
Options - Select additional options to be included in your dataset.
Include Actions - Select actions to be included in your dataset.
Configure the Report Designer - To configure the layout of any User Defined Report, select Edit Layout to open the Report Designer. Some User-Defined Reports may prompt you to adjust criteria.
Edit the report in the Report Designer. You can rearrange, delete or add to the template.
Note: For more information on how to create and adjust report templates, click on the links below to visit DevExpress. Please note that some topics may not apply; however, these tutorials and documentation should give you a better understanding to designing reports.
Video tutorials: DevExpress Reporting
Documentation: End User Report Designer Online Help
Tip: The Report Explorer tab shows the band and band details. Click the (+) to expand the areas.
Locate and click on the Field List tab.
Choose from the list of Field Parameters you would like to include in your report by left mouse clicking on the parameter and dragging it onto the report template.
Note: Field Parameters vary by report. Some reports contain Custom Site Fields references such as Issuing Details. e.g. SiteX_DR = Delivery Route.
Use the Preview button to review your report.
Once you are done creating your report, click the Save icon. Then, click the red X to close the Report Designer window.
Click Ok to apply changes. You should see your new report.

Alert Types

Alerts are automatically established to run upon system startup. The Alert Types allows you to establish which alerts should be ignored, to establish a date option of how long to ignore the alert, and to provide a reason the alert is ignored.

From the Advanced option, select Alert Types.
Select an alert and click Ignore Alert to establish an Ignore Until date and reason.
Enter an Ignore Until Date by using the drop-down arrow and selecting a date from the calendar. After the date has passed, the alert will be re-enabled. Then, click Ok.
Enter the reason for ignoring the alert. Then, click Ok.

To remove an alert, select the alert and click the Ignore Alert button. You will be prompted to confirm if you are sure you want to mark the alert type as not ignored.

Barcode Reader Configurations

Barcode Readers assist with physical inventory counts and must first be configured prior to scanning labels.

Before establishing configuration settings, you must first plug in the device to your computer.

From the Advanced option, select Barcode Reader Configurations.
Click Add New.
Establish barcode reader configurations. Then, click Setup Device.
1. Description - Enter a description for the barcode device.
2. Device - Click the ellipsis icon to select the correct device. (Currently, the only supported device option is the Generic RS-232.)
Make necessary adjustments to setup options, such as Port name. Then, click Ok.
Test the device. Once the device is working properly, click Save Changes.

Role Importers

Role Importers allow for the ability to import group members to map with site roles.

For assistance importing roles, please contact your System Administrator and/or HSS Support.

If you use Custom Site Fields to map your Site Key for the role importer, you will need to first configure Custom Site Fields.

Role Importer Instructions - Active Directory

From the Advanced option, select Role Importers.
Click Add and then select the type of import.
Enter a description of your import and then click Configure.
Enter Import information.
Click Test Import. If successful, a list of usernames, roles, and sites will appear.
Click Run Now to run the import.

Role Importer Instructions - Generic Text File

From the Advanced option, select Role Importers.
Click Add and then select the type of import.
Enter a description of your import and then click Configure.

Note: To enter Site Roles, make sure that the user is assigned a Site in the file. To assign a Database Role, make sure there is no site assigned to that user in the file.
Enter Import information.
Configure the file format. Then, Type in each Field Name as they appear in your file and select the Data Type from the drop-down menu. Click Ok when finished.
Select the ellipsis in the Formula column for each role.
Click Ok to select the automatically generated formula or use the Fields, Constants, Functions, and Statements to create a new one.
Click Test from the Setup Generic Text-File User Role Import window. If successful, a list of usernames, roles, and sites will appear.
Click Run Now from the Role Importer Maintenance screen to run the import.

Exports

Exports allow you to configure specific data within Edison for exporting.

From the Advanced option, select Exports.
Click Add New.
Select how to create a new export. Then, click Ok.
Establish export configurations. Then, click Setup.
1. Description - Enter an export description.
2. Export Type - The export type is established in Step 3. However, you may place a checkmark in the box if the export should Automatically overwrite existing files or mark an export as Inactive if it is no longer in use.

Establish export options. Then, click Ok.

Export Filename

Click the ellipsis icon and select a local or network location where the file should be exported. Next, enter a filename. Then, click Save.

Dataset Configuration

Use the drop-down menu to select a dataset configuration.

Cost of Food Summary
Price Contract Details
Item Listing
Inventory On Hand
Menu Template Details
Perpetual Inventory

Inventory History Details
Receiving Details
Generic SQL Data Set
Issuing Details
User Activity Log

You may select the gear icon to configure the dataset. Once you are done, click Ok in the Configure Dataset window.

Generic SQL Data Set

Knowledge of SQL is necessary in order to create SQL statements. Click the ellipsis icon to edit and test your SQL statement.

Text File Specification

Click the ellipsis icon and establish file specifications. Establish a file format, text qualifiers, headers & trailers, and field name data as needed. Then, click Ok.

Formula & Formula Filters

Knowledge of SQL is necessary in order to create and edit formulas. Click Edit Formula and Formula Filters to create and edit export specifications.

Click Apply. Then, click Test to ensure the export is working correctly.
Click Ok in the Configure Export window. Your export should now appear in the list.

Invoice Importers

This option allows you to process invoices from Vendors. Please review this Invoice Importers Knowledge Article for more information on this topic.

Scheduled Jobs

This option allows you to create and schedule the triggering of re-occurring procedures. The jobs are a series of predefined tasks that can be scheduled to occur on a specific schedule.

From the Advanced option, select Scheduled Jobs.
Select the Add button.
Complete Scheduled Job criteria. Then, select Add Task to place tasks in the Scheduled Job. Certain Tasks will require additional setup.
Agent Mode Schedule

In order for scheduled jobs to run without utilizing Windows Task Scheduler, "agent mode" must first be enabled in Admin Console (Applications → Connection Methods → select Edison and click Edit).

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.
Note: In the event of a failed job, select the Email on Failure checkbox to send an email to notify the user(s) defined in System Settings > Email of the failed scheduled job.
Choose a Task and select Ok.
Note: Not all tasks are configurable.
Auto Fill Orders

Site - Use the magnifier icon to select a site.
Ordering Group - Use the drop-down menu to select a specific ordering group or leave the default for (All Ordering Groups).
Options - You may uncheck the box if you do not wish to Allow Over-Issuing.
Backup Database
Choose the options for database backups.

Recovery is not possible if the password is forgotten or lost.

Backup Folder - Click the ellipsis button to browse to a backup path.
Rolling Backups - Select a frequency option for your backups
Do not rollover, use date/time filenames - Backups will be named by their creation times and dates.
Use static filename, always overwrite - Backups will be named the same, will overwrite previous backups.
Enabling rolling filenames - Backups will have similar filenames, but after 5 backups, the filenames will start over and will overwrite the 5 previous backups.
Encryption - Choose how you would like to encrypt your backups. The recommended option to not encrypt is the default selection.
Check Alerts
No configurable settings.
Export Data
Select the Data Export from the list.
Reconcile Negative Inventory
Establish how negative inventory should be handled.

Site Filter - Select how you would like to filter your sites. Use the magnifier icon to select a Specific Site, or use the drop-down menu to select by Category and Cluster or Named Site Filter. You may also select All Sites.
Options - Select additional options to include:
Allow reconciliation between different donation source - Allows reconciliation between different donation sources such as USDA and a vendor.
Adjust negative quantities to zero even if there is not enough on hands to reconcile - Adjusts negative quantities to a zero quantity.
Recalculate Recipe Nutrition
No configurable settings.
Run External Program
If you have an external program you run in conjunction with Franklin, complete the requested information.
Run Report

Report to Run - Select the type of report to run.
System-Defined Report - Use the drop-down menu to select a system-defined report. Then, click Setup to establish report criteria.
User-Defined Report - Use the drop-down menu to select a user-defined report.
Format - Choose the format of the report (PDF, HTML, Csv, or Xlsx).
Options - Select which options to perform when running the job.
Run even if there is no data - Select this option to run report even if it contains no data.
Run for each site in the site filter (*Not available for all reports) - Select this option to run for each site listed in the site filter.
Save as File - Select this option to save the report as a file. Enter a filename for the report. Substitutions can be used in the format [Field|Format].
Send as Email Attachment - Select this option to send the report as an email attachment. Enter the email address(es) and the Subject and Body of the message.
(Optional) You may select the job and click Run Now.

Test Databases

This option gives you the ability to create test databases.

From the Advanced option, select Test Databases.
Click Add New.
Select how to create the new test database. Then, click Ok.
Enter a name for the Test Database. Then, click Ok. The system will back up the current database for use as a Test Database.

Meal Types

Meal Types allow you to associate a particular meal type to a menu. Default meal types may not be altered; however, user-defined meal types may be created.

From the Advanced option, select Meal Types.
Scroll to the bottom of the list and click in the cell next to the asterisk*.
Tip: You may change the sequence of appearance by selecting a meal type and clicking the Move Up or Move Down buttons.
Enter the meal type.
Click Save Changes when you are finished.

MealViewer Menu Groups

MealViewer Menu Groups allow you to identify what menu is to be served at a line. Set up the Menu Group names here.

From the Advanced option, select MealViewer Menu Groups.
Scroll to the bottom of the list and click in the cell next to the asterisk*.
Enter the Menu Group. When finished, select Save Changes.

MealViewer Blocks

MealViewer Blocks determine at what time and location menus are displayed on digital signage and also how menus will be grouped within Digital Suite. They are configured within MealViewer; However, you are able to configure blocks within Edison to be sent over with your menus when syncing with MealViewer. You can assign the Blocks to menus in the Menu Templates screen.

From the Advanced option, select MealViewer Blocks.
Scroll to the bottom of the list and click in the cell next to the asterisk*.
Enter the Block. When finished, select Save Changes.
Note: If the Block you need for a menu is one of the existing Meal Types (Breakfast, Lunch, Snack), you do not need to add a Block.

External Plugins

External Plugins are a custom creation for functions such as imports, exports, or other custom settings. For more information, contact Support.

From the Advanced option, select External Plugins.
You may choose to add, remove, or enable/disable a plugin. You can also check for upgrades for any plugins being utilized.

Plugin Upgrades

Newer versions of a plugin may be available. If upgrades are available, there will be an upgrade notification in the bottom right-hand corner of the window.

From anywhere in the program, click on the Plugin Upgrade Available. This will redirect you to the Admin & Maintenance → Advanced Setup → External Plugins screen.
Click on Check for Upgrades.
The system will detect which plugin(s) you have installed. Click Yes to proceed with downloading the upgrade.
If multiple upgrades are available, you may choose which ones you would like to install. Click No to skip upgrading a plugin.
A notification window will be displayed with the name of the plugin(s) installed along with the old and new version numbers. You must restart Edison for the changes to take effect. Click Ok.

Custom Tables

Please contact Support for help in creating Custom Tables. If a custom table has been created for your district, it will be included in the custom plugin for your state or district.

From the Advanced option, select Custom Tables.
Click the Add button.
Select the custom file to install from the list. Then, click Ok.
You must contact Support by submitting an install authorization request or entering the authorization code through Manual Approval to complete the installation process.
Once you have received approval, you must restart Edison to apply the changes.