Auto Update 130: Customer Release Notes

New in this release

This section lists enhancements for Meals Plus 9.

New Features

  • New! A district can now manage a Central Kitchen with Meals Plus!  A new main option called Central Kitchen is now available through the Menu bar.  By granting access in User Group Setup in System Management: Security, you can set up a Central Kitchen and use it in many ways in Inventory.
    • Settings allows customers to designate which Inventory items are prepared in-house so items can be ordered regardless if there is enough On Hand at the Central Kitchen to satisfy the order.
    • Kitchen Fulfillment can be used by the kitchen manager (or similar employee) to receive completed items into the kitchen so warehouse/kitchen orders can be ‘fulfilled’.  This feature will pick up a prepared in-house item that is not On Hand at the Central Kitchen for that delivery date.
      • This displays Open (Saved) Kitchen Fulfillments. Once they are closed, they can be viewed under Closed Receipts.
      • Kitchen Fulfillment Report is a report that can be printed from the Kitchen Fulfillment screen so Closed Fulfillments can be viewed for a specific day.
      • The Kitchen Fulfillment report can be printed one of two ways: 
        • Enter the Prepared Quantity on the New Fulfillment screen before printing, so it prints out in the last two columns.
        • Print the report without entering the Prepared Quantity on the New Fulfillment screen and write the quantities in by hand.
        • Additional Central Kitchen setup options/requirements can found in this document under Other Enhancements: Inventory.
  • New! Student Eligibility has a new case type for districts participating in the Direct Certification-Reduced (status 3) Medicaid Demonstration.   A new Case Type with the Benefit Level of Reduced needs to be added in Administration: Control File: Household Categorical Case Types before it can be selected as a case type on applications.
    • DC-Reduced can be selected as a student’s case type in Processing: New Application.
      • The Case Type extends to all types, except for the ‘exceptions’ (Head Start, H/M/R).
      • Students can be set to a DC-Reduced status if they are a participant in the Medicaid Demonstration by adding the Case Number and selecting a Reduced Case Type here.
    • DC-Reduced can also be selected as a student’s case type while importing a student file in Utilities: Direct Certification/Exempt.
      • Students who should receive a meal status of ‘3’ because they directly certified Medicaid Reduced based on the Medicaid Demonstration can be imported through the DC utility.
    • Additional DC-Reduced setup options can found in this document under Other Enhancements: Student Eligibility.
  • New! An Inventory Order can be created from School Daily Menu.  A new option was added that allows customers to generate an order for a site based on a School Daily Menu.  This feature can be found at Menus: Meals/Menus and Inventory: Orders menu dropdowns.  Customers will need to be granted access to this feature by using User Group Setup in System Management: Security in both locations.
    • Meals Plus will take all the recipes on all menus assigned to that school/schools for the dates selected, and calculate the amount of each ingredient needed to prepare the number of servings offered.
      • If there are not any Menus ingredients linked to Inventory items, a message will display alerting the customer that no orders can be created because no ingredients are linked to Inventory To use this feature, customers will then need to link Inventory items to Menus ingredients before creating orders from School Daily Menus.
      • When an order is created from a School Daily Menu, the customers will receive a message advising them that an order has already been created from that School Daily Menu if a duplicate is attempted.

Other Enhancements

Financial

Reports-State

NC-FC1A Setup and Report

  • The accounts and line numbers for the 2017-2018 school year will display on the report.

Utilities

Import Account Info

  • When the customer imports Account Info, standard DPI accounts will be assigned the 2017-2018 FC1A line numbers.

Inventory

ADMINISTRATION

Control File

  • The CMS Settings section was removed because Meals Plus no longer supports CMS.

Site Setup

  • A Kitchen option was added to the Site Type dropdown menu for use with the new Central Kitchen.
    • The Primary Warehouse designation is no longer used. You now have the ability to use multiple warehouses for Warehouse Orders.
    • A checkbox has been added to Warehouses and Kitchens to Apply Handling Fees. If checked, you will also need to select a Vendor.
  • Assign Items to Ordering Site now allows you to control which items a site can order from a vendor. This will take precedence over the site’s ordering preference.
  • The Warehouse(s) / Kitchen(s) tab is used to assign sites to kitchens or warehouses, and set the priority if there are multiple warehouses.

Storage Location Setup

  • A new menu item was added so customers can add their storage locations as part their initial set up. These storage locations will be what displays in Item Maintenance where the customer chooses the storage location for an item.

Item Maintenance

  • A new dropdown menu was added to the Filter By options so the customer can view items With Current Bid Prices, Without Bid Prices or ALL
  • The ability to control which items a site has the ability to order from a vendor was added.
    • On import and for conversion:
      • By default, sites that have access to the item and are Warehouse/Kitchen if Available or Vendor Direct are allowed to order from vendor.
      • By default, sites that have access to the item and are Warehouse/Kitchen are not allowed to order from vendor.
  • If ordering access for an item is removed from a site, the item will be removed from any open site orders for that item when saved in Item Maintenance or Site Setup.
  • Par Levels have been added. A min. and max. level can be entered for ordering purposes. 
  • A Storage Location button was added to the Item Maintenance screen.
    • This allows the customer to assign the location an item is stored within a warehouse. Some examples include Cooler, Freezer and Dry Storage.  The customer can also apply a storage location of an item to all sites to make things easier.

Orders

Manage Orders

  • An Add Par Items button was added to this screen as a simple and easy way to add all items to an order that have a min. and max. Par Level entered in Item Maintenance.

Process Orders

  • Meals Plus software now handles processing orders from multiple warehouses, based on the priority set up in Site Setup.

Transactions

Receive Inventory

  • A Site cannot receive Prepared In-house items unless there is enough available On Hand in the Central Kitchen to fulfill the Warehouse Order
    • If the site tries to receive more than is available, a message will display warning them that the kitchen only has “X” amount available so the receipt quantity will need to be updated accordingly.

Physicals

  • A Storage Location dropdown menu was added to the On Hand.

Accounts Payable

Post Invoices

  • When posting an invoice, if the mapped vendor locations in LINQ is ‘Check’, then the payment method will be set to ‘Check’. If LINQ has the vendor set as ACH, the invoice will post with a payment method of ‘ACH’.

Reports

Physical Inventory

  • Several ‘Group by’ options were added to the report’s filter options. The report can now be grouped by Vendor, Storage Location or Item Group.

Warehouse Hold Report

  • An additional dropdown was added so the customer can select a Warehouse or Kitchen for the report.

Warehouse Availability Report

  • An additional dropdown was added so the customer can select a warehouse or kitchen for the report.

Warehouse Load Summary Report

  • Filter By and Group By options of Storage Location, Truck Route, and Ordering Site were added to the report.

Utilities

Import

  • The Import utility was updated so all inventory item information can be imported.

Export

  • The Export utility was updated so all information from the Item Maintenance can be exported.

Menus

Recipes

Manage Recipe

  • A new option was added that allows the customer to convert recipe to an ingredient. This allows the recipe to be summarized into an ingredient, so schools can order the recipe that actually is a finished product.

Meals/menus

Cycle Menu-Final Rule

  • The Target 2 sodium limits for analysis and reports were updated per the USDA guidelines for the 2017-2018 school year. The disclaimer was also updated.  This was updated throughout the Menus component.

Student Eligibility

administration

Control File

  • Household Categorical Types can now be set to Free or Reduced when new types are created.

Letter Setup

  • A new letter template was added for Direct Certification-Reduced This can be used by districts participating in the Medicaid-Reduced program.  Please contact your state agency to see how the program works.

Verification

Verification Summary Report

  • The DC-Reduced status 3 applications will be excluded from the report.

Letters

Notification

  • Direct Certified-Reduced (status 3, Medicaid Demonstration) applicants will be included (as a separate DC letter) when printing or emailing direct certification letters.
  • Free and Reduced notification and Direct Certified letters will now use the Head of Household email address when emailing these letters.

scanning

Reviewed Scanned Applications

  • DC-Reduced (Medicaid Demonstration) case type has been added. If a Case Type that is assigned a reduced status is selected when creating or editing an application, a message is displayed alerting the customer that the application must be direct certified to continue.

Reports

Master Roster

  • A Direct Certified Only option has been added for the Reduced meal status to incorporate students included in the Medicaid Demonstration.

System Management

administration

Import Students/Adults and Auto Transfer Settings

  • A dropdown list with Custom, NC 1509 and NC Master Linker File was added in place of NC Import to import a student information file.
    • Eventually, NC DPI will no longer accept a 1509 file and districts will need to use the Master Linker File.
    • When switching to the Master Linker File, the fields will not match, so ensure NC Master Linker File is selected from the File Configuration dropdown list.
    • The following fields are currently imported by the NC 1509 File:
      • Student Number
      • SSN
      • Last Name
      • First Name
      • Birth Date
      • Grade
      • School Name
      • Home Room
      • Street Number
      • Street Name
      • Apartment Number
      • City
      • State
      • Zip Code
      • Parent Last Name
      • Parent First Name
      • Status
    • The following fields are currently imported by the NC Master Linker File (differences in blue):
      • Student Number
      • SSN
      • Last Name
      • First Name
      • Birth Date
      • Current Status
      • Grade
      • School Number
        • The school’s number will be used instead of school name so it matches in PowerSchool or another student information systems.
      • Home Room
      • Street Number
      • Street Name
      • Apartment Number
      • City
      • State
      • Zip Code
      • Parent Last Name
        • The NC Master Linker File breaks down the Parents’ Name fields into Mother’s Information, Father’s Information and Guardian’s Information. The Mother’s Last Name, First Name, Daytime Phone # and Email will be imported from the student information system file for all four Parent fields. 
          • If the Mother’s information does not exist in Meals Plus or the NC Master Linker File, nothing will happen. The fields will be blank after the import.
          • If the Mother’s information exists in both, the mother’s information will overwrite whatever is in Meals Plus.
      • Parent First Name
      • Parent Daytime Phone #
      • Parent email

Auto Transfer Settings: VendorLink

  • The methods were updated on how Meals Plus determines who is an active student.

Corrections

Inventory

Transactions

Receive Inventory

  • Items will not be removed from the Receipt Items section (top grid) if any Filter by groups are changed in the Browse Items section (bottom grid).

Receive Commodity

  • If a commodity receipt is closed, all fields will be disabled when a customer views the receipt.

Physical

  • Inactive (deleted) items will not display in the Item Code dropdown list on the second page.

Accounts Payable

Accrue Invoices

  • Inactive (deleted) items will not display in the Item Code dropdown list on the second page.

Point of Sale

Vending

Birthdate and Stu#

  • When the reader is configured to require a birthdate and student number, it will validate both before a successful vend. When the reader is configured to not use birthdate and only a student number, it will validate only on the stu# before a successful vend.

Student Eligibility

Letters

Notification

  • An Unsubscribe option was added to emails so customers can opt out of certain STU and POS letter types being emailed if they would like. The letter content has also been enhanced in an effort to prevent emails from going to customers’ Spam folders.

 

System Management

Administration

Import Students/Adults

  • The import failing with quotations and a comma has been corrected.

Auto Transfer Settings

  • The error occurring where the file import control was not properly saving the file columns as represented in the grid was corrected.
  • When the Aeries Connector has more than one record for a student and at least one is marked as ‘Active’, it will only import the Active record.