Edison 3.1 Release Notes

Enhancements

• Production Report Updates - Added box around leftovers on Production Report; Updated Leftover Plan header to Planned Serve Date; Updated Menu Count Types to include all Menu Count Types for all Menu Count Types mapped to the selected site, even if no meals are planned or served; Added totals to Meals Planned & Meals Served; Planned/Extras & Served/Extras – updated to hide /Extras when there are not planned/served extras for the specific recipe.
• Production Worksheet Update - Added box around leftovers on Production Worksheet; Added a calculated description to recipes with leftovers being used that calculates the number needed, the number of leftovers to use and the number to prepare; Added a calculation of number of servings needed when there are multiple planned counts for menu count types.
• Transfer / Order Issues - Added a column for brand.

Fixes

• ED-11187 - EOY Error with Inactive Users - Fixed a bug that was causing EOY to attempt to delete inactive users prior to deleting the tracking history

New Features

• ED-12983 - Recipe Maintenance Mass Update - Added a mass updater for Recipe Maintenance.
• ED-12984 - Menu Maintenance Mass Update - Added a mass updater for Menu Maintenance.

Enhancements

• ED-12090 - Loading Details Update - The loading details report now sorts in the same order as the fill order screen
• Cost of Food Used Report Update - Added a summary option to Cost of Food Used Report for entire District
• ED-12321 - Nutrient Analysis Report Update - Updated the Nutrient Analysis Report - Details by Recipe - updated the layout of the report and shortened the report length
• ED-12957 - Order Details Dataset - Added Site Categories to the Order Details Dataset - custom reports can now utilize Site Categories
• ED-14545 - Receiving Ticket Update - When printing the receiving ticket, there is an option to include images when printing the report
• ED-16325 - Keep Place on Maintenance Screens - When refreshing maintenance screens, preserve current selected location

Fixes

• ED-11049 - Fixed a bug in the Qty Short column on the Fill Order Pull Sheet
• ED-11096 - Fixed a bug when converting menu template to serving plan with multiple menus with the same sequence

New Features

• ED-16098 - Linking Sides to Entrees - Added functionality to link specific sides to an entrée
• ED-16100 - Duplicate Recipes on a Menu - Added functionality to add duplicate copies of a recipe to a menu.  This will be especially useful when linking the same side dish to multiple entrees.  
• ED-16110 - Flatten Menus on Menu Template - Added a ‘Flatten Menu’ button to the ‘Edit Menu Template Day’ screen.  This button will flatten all menus on the day into the first reimbursable menu on the day, leaving just a single menu.
• ED-16144 - Ability to Test New Edison Versions in a Test Database - Added the ability to run a test database using a specific version of Edison instead of the current version.  This will allow districts to test new versions without the need for a testing environment.

Enhancements

• ED-16099 - Prompt for Menu Count Type when running Weighted Nutrient Analysis - When displaying the report criteria for the Weighted Nutrient Analysis report, users will be prompted for menu count type.
• ED-16103 - Run Test Database in a Separate Window - Added the ability to run a test database in a separate window
• ED-16104 - Separate out Ordering Permissions - Broke down the ordering permissions into the following permissions:

  • Permission to mark an order incomplete

  • Permission to edit an unapproved an order

  • Permission to edit an approved order (applies to both approved and sent status on internal orders)
  • Permission to mark an order as not-sent
• ED-16105 - Resize Bulk Change Wizard - The Bulk Change Wizard is now resizable
• ED-16120 - Order Status Report Update - Added time stamp for completion date on the ordering status report
• ED-16121 - Auto Focus on Issuing Wizard - When transferring inventory between two sites, the Issue Inventory Wizard will now automatically focus on the ‘To Site’ field so that users can begin typing in the ‘To Site’ field without having to click in the field.
• ED-16130 - Site Permission for ‘Completing Order with Problems’ - Added permission, when completing an order, if there are problems on the worksheet, users without this permission will not be able to complete their order.  They will receive an option for an override request.

Fixes

• ED-10971 - Fixed a bug that was causing whatever permissions a user had in the live database to stick in the test database no matter what user they logged in as.
• ED-11046 - Fixed a bug when adding leftover planning as new planned recipe from production.

New Features 

• ED-11021 - Predefined Comments - Users can select these predefined comments from a drop-down in the comment box for quicker comment entry.  Users can also enter free text comments, or add additional comments to existing predefined comments. (Administration → Miscellaneous → Predefined Comments)
  

  Ability to create a user defined list of predefined comments for the following screens:

  • Production Leftover Notes
  • Production Record Comments
  • Serving Plan Meal Comments
  • Receiving Comments
  • Issuing Comments
  • Order Comments
  • Delete Issuing Comments
  • Delete Manufacturing Record Comments
  • Delete Production Record Comments
  • Delete Receiving Comments
  • Reopen Past Day Comments
  • Manufacturing Record Comments
  • Menu Template Daily Alert Message
  • Delete Order

• ED-11358 - Date Restriction on Editing Orders - Added a Site Setting for ‘Grace Period Prior to Delivery Date to Edit Orders’. This setting determines the # of days prior to delivery date that users can edit orders, including users without the ‘Edit Order’ Permission.  Those with the ‘Edit Order’ Permission can edit orders before and after this grace period.
  

  Entering a 0 in this field will disable this feature – and only users with ‘Edit Order’ permission can edit orders.

• ED-11423 & 14891 - Order Send Methods - Added the ability to email directly out of Edison & Upload to FTP site directly out of Edison – no need for scheduled jobs to email or upload to FTP. Utilizes the Edison Plugin for FTP orders: WinSCPOrderSender. This will allow creating multiple methods to send orders and all methods are saved.

  Relocated Vendor export settings from Site Settings to Administration → Ordering & Price Contracts → Order Send Methods

• ED-11812 - Save & Recall Weighted Nutrient Analysis Report - Users can generate new Nutrient Analysis Reports here, from the Reports Menu, or from the menu template.  Any saved Nutrient Analysis Reports can be accessed from the Utilities tab. (Utilities → Nutrient Analysis → Nutrient Analysis)

• ED-11815 - Import Menu Templates from a Test Database - Added an option to Import Menu Templates from a test database – users can create menu templates in a test database for testing purposes and then import changes to the menu template into the live database. (Administration → Recipes & Menus → Menu Templates → Import/Export)
• ED-12097 - Display Open Dates on Main Screen - Open dates will now display on bottom left of main screen in comma separated list when a site is selected
• ED-12131 - Attachments in Item Maintenance - Added a tab to Item Maintenance for attachments – users can attach images, .pdfs, notes, .txt docs & files to the item
  Attachment Name can be changed by double clicking on the name of the attachment (Administration → Items & Catalog Numbers → Items → Attachments Tab)
• ED-12266 - Recent Items & Recipes in Edison Icon Menu - Users can now access recently viewed items & recipes from the Edison Icon Menu
• ED-12382 - Ad Hoc Menu Planning - When menus are added to the menu template, a copy is made of the original menu and added to the day on the menu template.  This copy of the menu is no longer linked to the menu in Menu Maintenance and any changes made to the menu will not be reflected on the template.  Any changes made to the menu on the template will not affect the original menu, or past or future uses of that menu. (Administration → Recipes & Menus → Menu Templates → Edit Template → Edit Day)
• ED-12446 - Ability for Warehouses to Order Based Off of Meal Planning at Sites - Added a new ordering option: “Items needed for predicted orders from all sites based on planned meals between” a given date range.  This new feature allows the warehouse to anticipate what the sites will order based off of Meal Planning and Internal Order Lists.  This ordering functionality does not take into account inventory on hand or encumbered inventory.  It does take into account existing orders for that date range. (Select Site Warehouse → Home → Order → Create New Order)
• ED-12451 - Line Item Discounts on Bid Requests - Users can generate various item discounts to apply to Bids. These discounts can be added when entering in bid quotes. (Administration → Miscellaneous → Bid Item Discount Maintenance)
• ED-12959 - Permission to Close a Day with Unproduced Recipes - Site setting located under ‘Operations’ – ‘Close day with unproduced recipes’ - Users without this permission will be warned that unproduced recipes exist and can request an override. (Administration → Permissions → Site Role Permissions)
• ED-12961 - Temperature Entry in Manufacturing - Users can now add temperature logs to manufacturing records.

• ED-12969 - Daily Alerts - Added the ability to add notes to days on the menu template that display in Meal Planning & Production (Administration → Recipes & Menus → Menu Templates → Edit Template → Edit Daily Alert)

• ED-13035 - Ability to Produce Menus Individually - Added a site setting to “Produce Menus Separately” - Turning this option on will not combine menu items in production.  For example, if you have 2 menus for the day and both have 100 milks planned, the milk recipes will need to be produced separately, 100 and 100.  If this setting is unchecked, the milk recipes will be combined from both menus and can be produced together 200 milks at one time. (Administration → Permissions → Site Permissions → Production → Produce Menus Separately)

• ED-13129 - Mass Update Vendor Orders - Users can now add, remove and substitute items from vendor orders via the bulk change option prior to sending orders to the vendor
  Wizard will walk users through the update process. (Select Site: Warehouse → Home → Review & Approve Orders → Advanced → Bulk Change)

• ED-13613 - Production Report Comments - Added a comment box for entering in comments that apply to the entire day’s production.  The comment screen includes a checkbox to determine if the Production Comment should be included on the Production Report.

• ED-14502 - Alert for Incomplete Orders - Added a site setting for ‘Check for Incomplete Orders at Shutdown’.
  

  Warning to users upon close of program – does not prohibit users from closing

• ED-14640 - Manufacturing Transfer Wizard - Users can now generate transfers directly from the Manufacturing Screen for manufactured items based on meal planning.  If there is manufacturing based on orders, users will continue to use the ‘Fill Orders’ utility to transfer inventory.
  

  From the ‘Transfer Manufactured Items’ utility, users can transfer a single item, multiple items or all manufactured items.  Items with a quantity remaining to manufacture cannot be transferred.

• ED-14892 - Added Functionality to Import Vendor Bids - Vendors can use the xml export to generate bids that can be imported into Edison. (Utilities → Bid Analysis → Select Dairy → Export Bid RFP XML → Import Bid Quote XML)

• ED-15040 - Ignore an Item During the Bid Process - When reviewing an All or Nothing Bid, users can ignore an item during the bid process.

• ED-15675A - Create a Manufactured Item from a Manufactured Recipe - When creating a manufacturing recipe, once the recipe is complete, users can generate a manufactured item based off of the Manufactured Recipe.  On the Yield & Serving Sizes tab in Recipe Maintenance, click the ‘plus sign’ button.  This will prompt you to create a new item based off of the recipe. (Administration → Recipes & Menus → Recipes)
  

  Clicking the ‘gear’ button next to the manufactured item on the Yield & Serving Sizes tab will open up the manufactured item in a new tab for users to view/edit.

  Once the Manufacturing Recipe is linked to the Manufacturing item, any changes to the recipe will prompt users to update the manufactured item upon ‘save’.

   

• ED-15675B - Manufacturing Update to Item Maintenance - Added a column for Mfr’d by Recipe in Item Maintenance - When viewing/editing a Manufactured Item, the Advanced Button allows users to ‘Update from Manufacturing Recipe’ – this updates the item with any changes made to the manufacturing recipe.  As well as ‘Edit Manufactured Recipe’ which opens up the manufactured recipe in a new tab. (Administration → Items & Catalog Numbers → Items)
• ED-15710 - Menu Template Tracking Log Report - Added a report to display changes to selected menu template (Administration → Recipes & Menus → Menu Templates → Print → Menu Template Tracking Log)
• ED-15723 - Users can also create menus on the fly directly in Menu Template Maintenance and those menus will be added to Menu Maintenance

• ED-15742 - Approve more than one Ordering Group at a time - Added the ability to select which ordering groups to approve at the same time. (Utilities → Ordering → Review & Approve Orders)

• ED-16034 - Manufacturing a Recipe Within a Recipe - Added support for manufacturing items needed for manufacturing recipes.  Previously the program only prompted users to manufacture the final product, now it will prompt to manufacture all manufactured ingredients required to create the final product.

• Drag & Drop Menus & Recipes onto the Menu Template – additional search functionality to search menus by menu category or description and recipe search to filter by Menu Item Type and/or Food Contributions

Enhancements

• ED-11495 - Show All Items Needed for Meal Planning - When placing an order, all items needed for meal planning will display even if zero quantity needs to be ordered.  Items with zero quantity needed will be highlighted in red.
• ED-11649 - Allergen Information in Recipe Maintenance - Added a tab to Recipe Maintenance for ‘Allergens’ – this list of allergens will update as items are added to the recipe or as allergens are added to items on the recipe. (Administration → Recipes & Menus → Recipes)
• ED-11816 - Copy Menu Template - When adding a menu template, there is a new option for copying existing template. (Administration → Recipes & Menus → Menu Templates → Add)
• ED-12095 - Easier way to Reorder Recipes in Menu Template Maintenance - Users can now move recipes and menus utilizing the Move Up/Move Down buttons. Groups of Recipes can be moved up together. (Administration → Recipes & Menus → Menu Templates → Edit Template → Edit Day)
• ED-12130 & ED-15632 - Meal Planning Permissions - Administration → Permissions → Site Permissions

  • ‘Add/remove menus on meal plan’

  • ‘Add/remove recipes for Reimbursable Meals menus’

  • ‘Add/remove recipes for Other menus’

  • ‘Add/remove recipes for Extra Sales menus’

• ED-12133 - Production & Meal Planning Lists Match - Updated the Production List of recipes to match the order in Meal Planning.
• ED-12252 - Easier way to Close or Delete Sent Orders - Editing a sent order from order review screen now opens the open/close.
• ED-12387 - Customizing Order Details - Users can now customize the Order Details Report to their districts needs. (Administration → Miscellaneous → Report Layout Overrides → Order Details)
• ED-12436 - Production Report Update - Added boxes around recipes on Production Report. Production Comments can be displayed on Production Report.
• ED-12448 - Nutrient Analysis from the Menu Template - Users can click and drag to select dates for nutrient analysis. (Administration → Recipes & Menus → Menu Templates → Edit Template → Select Date(s) → Print → Weighted Nutrient Analysis → Meal Pattern Analysis)
• ED-12592 & ED-15846 - Production Permissions - Added Production Permission grouping to Site Role Permissions.
  • Attach or detach serving records
  • Create production record
  • Delete production record
  • Edit production record
• ED-12665 - Save Validation on Internal Order List Page - Added save validation when closing tab with unsaved changes.
• ED-12734 - Display Order Details when Reviewing Closed/Sent Orders - Double Click an Order - The order details now display order information above the items on the order. (Utilities → Miscellaneous → Review Approved/Sent Orders → Show Closed Orders)
• ED-13036 - Select Recipe Instructions to Print from Production - Users can now select which items to print recipe instructions for from the Production Screen. (Home → Production → Print → Recipe Instructions)
• ED-13170 - Print Comments on Order/Receiving Discrepancies Report - Order/Receiving Discrepancies reports now includes comments entered during receiving.
• ED-13189 - Merging Component Menus - When merging meal component menus into a reimbursable meal menu, the meal component recipes will be listed below the reimbursable meal menu items.
• ED-13614 - Updates to Comment Entry in Production - When no comments exist, the comment box will automatically open to begin entering a comment.  If comments exist, users can review existing comments, or click the ‘add comment’ button to enter in a new comment. (Home → Production → Produce a Recipe → Comment)
• ED-14532 - Added Transfer # & Order IDs to the Receiving Screen - Users can easily search the receiving list by Order ID or Transfer #. (Home → Receive Inventory → Clear Received On or After Date)
• ED-14547 - Added Purchase Total to Review & Approve Orders Screen - Added a column for Total Amount. (Home → Review & Approve Orders) - Added total next to Order ID (Utilities → Ordering → Review & Approve Orders – uncheck end date)
• ED-14552 - Added Comment Screen when Deleting an Order from Review & Approve Orders - Users are now prompted to enter a comment when deleting an order. (Home → Review & Approve Orders → Advanced → Delete Order)
• ED-14641 - Honor Production Issuing Setting in Manufacturing - Added the ability to use free-text issuing quantities on manufacturing records.
• ED-14872 - Multi Select when adding items to the Bid Analysis Group - Add Item – multi select for adding items. (Administration → Miscellaneous → Bid Analysis Group → Edit Group)
• ED-14875 & 14926 - Include Rebates and Discounts on Bid Analysis report - Added options to include rebates, discounts and prompt payment discounts when printing the Bid Analysis Report.
• ED-14885 - Ability to print bid analysis grouped by items - Users now have the option to print by item or by vendor. (Utilities → Bid Analysis → Print → Bid Analysis)
• ED-15471 - Produce Zero (0) Quantity of an Item in Production - The program will now allow users to enter 0 into the production quantity and all items produced with 0 quantity will display on the production record.  If a user does not want the item to display on the production record, they will need to delete the item from production.
• ED-15472 - Permission not to Change Delivery Date when Ordering - This will restrict users from changing the delivery date when generating an order. (Administration → Permissions → Site Permissions → Ordering → ‘Edit delivery date on an order’)
• ED-15480 - CN20 Database Update - Upgraded to the CN20 Database.
• ED-15631 - No Service Day Categories - Added 2 new options – Inclement Weather (No Service Day) & Special Event (No Service Day). The no service day images will print on the menu template calendar.
• ED-15635 - Display all Menu Count Types on Meal Counts Screen - All Meal Count Types will now display on Meal Counts screen even when there were no planned meals for those counts.  This functionality now allows adding counts to meal count types from production rather than going back to Menu Planning and adding counts there. Counts entered in here will be reflected in meal planning.
• ED-15636 - The Production Wizard now displays the full description on title bar.

• ED-15640 - Users can merge multiple menus into a single menu. Merging menus is beneficial when a menu cannot be deleted because it is in use, but it can be merged into another menu.
  

  Merging menus will only change the menu # and description on the menu template, it will not change the recipes on the menu.

• ED-15674 - Close Consistency on Production Tab - Added an ‘OK’ button that saves changes and closes the production tab.
• ED-15711 - Menu Maintenance Update - Added the ability to inactivate menus and add a meal type in Menu Maintenance.
• ED-15726 - When editing a day on the menu template, the edit day screen stays in the same tab as the calendar.
• ED-15743 - View Worksheet Button Flashes on Approval Screen - The View Order Worksheet button will blink on the review order screen if it has problems.
• ED-15744 - Sort Order Worksheet in Alpha Order - Added a sort order to the worksheet for easier viewing.
• ED-15745 - Right-click Menu on a day offers tools for editing day, changing no service day categories, and editing the daily alert.
• ED-15847 - Update to Review Sent Orders Screen - Added a refresh to the Review Sent Orders Screen whenever the site filter search changes.
• ED-15853 - Show Vendor Comments on Paper Order Report - There is now a checkbox to include comments on the vendor order report. (Home → Review & Approve Orders → Edit Order → Comment)
• ED-15904 - Added options to Include Inactive Items & Include Active Items on the following reports:

  • On Hand & Encumbered Inventory

  • Inventory History

  • Perpetual Inventory

  • Inventory on Hand

• ED-15920 - Ability to Select Current DataCenter Attachment during EOY - Added the ability to pick DataCenter GUID Attachment from System Setup.
• ED-15925 - Speed Up Review Transfers Screen - Improved the performance of the Review Transfers screen.
• ED-15975 - When a recipe is not mapped for a given menu count type, the field will be highlighted in red as an indication that this recipe cannot be planned for that menu count type.

• Menu Maintenance Update - Users can now drag and drop recipes directly onto a menu. Search for recipes by menu item type &/or by Food Contribution. (Administration → Recipes & Menus → Menus → Edit Menu)

• Updates to Manufacturing Detail Report - Manufacturing Detail Report has been updated with details regarding meal planning by site and issuing details

• Ability to Print Incomplete Orders - Added the ability to print the ‘Order Details’ report for incomplete orders.  Orders must be saved in order to print the report.

Fixes

• ED-10593 - Fixed a bug in automatic ordering not honoring minimum par levels
• ED-10724 - Fixed a bug that was causing the quantity pulled and quantity returned columns to change order when there were no items to issue on the production record.
• ED-10729 - Fixed a bug that was not enforcing allow broken case when editing an order
• ED-10816 - Fixed an error when recalculating recipe nutrition if leftover item had conflicting nutrient data
• ED-10839 - Fixed validation in receiving to check for problems after deleting 0 quantity rows when receiving from a price contract
• ED-10850 - Fixed a bug that was causing the Item View Usage report to include order worksheet suggestions regardless of selected options
• ED-10878 - Fixed an EOY bug creating item tracking for deleted inactive items