Customer Release Notes for AU 133, released starting November 13, 2017

New Features

**Click on any of the links to be taken to that section of the Help files.**

  • New! A Delivery Date or Serving Date option was added on the School Daily Menu Orders form in Inventory and Menus! The customer can then view Warnings and Unlinked Ingredients before Creating the Order(s).
    • Customers must enter a delivery date or select Serving Date, which means the delivery date = serving date. This is a new preference in SYS: Security: User Group Setup and will need to be checked here for the customer to see this option in Inventory and
      • The customer has the ability to create an order for a date range with different delivery dates and staple deliveries if Serving Date is selected and Staples Delivery Day is set up.
      • The customer also has the ability to create an order for an entire week with a delivery for each serving date if Serving Date is selected and no Staples Delivery Day information is set up.

Other Enhancements

Inventory

Administration

Site Group Setup

  • An option to Assign Items to Ordering Sites by Site Group was added. This will function similarly to Site Setup: Assign Items to Ordering Site, but instead of assigning to an individual site, the customer can assign items to an entire site group.

Site Setup

Orders

Manage Orders and Process Orders

  • The Comment field has a new Search by filter feature. When searching by Comment, it will use ‘contains with’ to yield results and filter out any orders that do not have comments with the entered entity in it.

School Daily Menu Orders

  • A message was added to notify the customers if there are orders that are not going to be included in the preview because they already exist.
  • The message was updated if there are no orders to be previewed. The conditions listed may vary; please use the Warnings and Unlinked Ingredient reports available on this form to view possible issues.

CENTRAL KITCHEN

Update Kitchen On Hand

  • The Update Kitchen On Hand allows the customer to be able to update the Kitchen prepared items for a selected date range before the delivery date so the customer has the needed items in the time frame the items are needed.

Create Forecast Order

  • Create Forecast Order allows customers to create an order from the kitchen so they have the necessary ingredients and amounts to create the food needed for the schools.

Reports

Warehouse Load Summary

  • Staples Routes were added to the report to allow customers to create separate warehouse load reports for weekly staples deliveries and regular deliveries.
  • Open Order Items can now be included on the report; however, this is for Warehouse/Kitchen Only items.

Utilities

Update Open Orders

  • This allows the customer to remove and/or add items to open Orders or Warehouse Orders on a selected date.
    • Options are:
      • Remove an item from open order or receipt (WO).
      • Add an item from open order or receipt (WO)
      • Remove and add items at same time from open orders or receipts (WO).

Assign Storage Locations

  • A new utility was added that allows a district to add storage locations quickly to sites.

Daily Menu Ingredient Analysis

  • A new utility was added that displays the ingredient and item information for a selected Cycle Menu.

Menus

Meals/Menus

School Daily Menus Orders

  • A Delivery Date or Serving Date option was added on the School Daily Menu Orders The customer can then view Warnings and Unlinked Ingredients before Creating the Order(s).

Reports

Production Forecasting Report

  • This report was updated to include central kitchens and warehouses as sites, so customers can ensure they have the inventory needed in the kitchen/warehouse to fulfill their school orders.

Prepared In House Report

  • A new report was added that displays any recipes (Base Recipe) that were converted to an ingredient, and then lists any recipes (School Recipe) that ingredient was used in. This allows the customer to track the original recipe to see which ingredient it becomes and what recipes it is later used in.

Utilities

NC Purchasing Alliance Import

  • The files for the 2017-2018 school year are available for import.

**Auto Update 133 should be downloaded/accepted before importing NC Alliance ingredients in order for the ingredients to be correctIf you do not update Meals Plus first, any allergens that were previously added will be overwritten.  It is also possible that ingredients used in recipes may be overwritten.  Example: 955026 Ranch Dressing could become 955026 Chicken Tenders—same Item Code, different Ingredient.**

Daily Menu Ingredient Analysis

  • A new feature was added that displays the ingredient and item information for a selected Cycle Menu. This is a tool to analyze linked Ingredients/Items in order to resolve discrepancies between quantities needed for the menu and quantities ordered, due to mismatched weights.

Point of Sale

Serving Reports

Item Costing Report

  • A new report was added that allows the customer to set up and display the item costs for Point of Sale items so customers can run a monthly report for each site that displays the total cost to provide each item sold.

POS+

Serve

By Teacher

  • The ability to Serve by Teacher was added for The functionality is similar to Serve by Teacher in Point of Sale.

System Management

Administration

Import Students/Adults

  • When the phone number is imported in from the NC Master Linker file, it will first look for a Student’s Number, then a Guardian’s Daytime number, then the Mother’s Daytime number, and then the Father’s Daytime number. If none of these fields has a phone number, the field will be left blank.

Time Clock

Manage

Employees

  • Certification Classes Credits can now be entered as Hours and Minutes, instead of just The minutes entered cannot exceed 59 minutes.

Reports

Time Sheet

  • The Time Sheet Report was enhanced to include Summary: By Date, Summary: By Week and Detail Additional options were added to the form as well.
    • The date range can be a day, a week or month, etc. The maximum is 31 calendar days.
    • The customer can run the report per sites or for a single employee.
    • The reports can have a page break after each employee so they are easier to read.
    • Paid Leave can be included or omitted.

Old Form

New Form

Example Summary: By Date Report

  • The Summary By Day report displays:
    • Employee Name and Employee Number
    • A row for each Day worked or Leave used (if Include Paid Leave was checked)
    • A column for Actual Hours, Lunch, Leave Hours (Paid) and Total Paid Hours for each Day
    • A total for each week, grouped by week
    • A Grand Total for the employee for the date range selected

Example Summary: By Week Report

  • The Summary By Week report displays:
    • Employee Name and Employee Number
    • A row for each Week worked
    • A column for Actual Hours, Lunch, Leave Hours (Paid) and Total Paid Hours for each Week
    • A Grand Total for the employee for the date range selected

Example Detail Report

  • The Detail report displays:
    • Employee Name and Employee Number
    • A row for each Clock In/Out for each Job and/or Leave used (if Include Paid Leave was checked)
    • A column for Time In, Time Out, Lunch, Leave Hours (Paid) and Total Paid Hours for each Day and Job/paid Leave
    • If an employee clocks in/out Early or Late, the Time In or Time Out will be highlighted yellow and notated with an ‘E’ or ‘L’
    • Total Paid Time for each employee for each week and a Grand Total for the date range selected

Leave

 

Corrections

Inventory     

Reports

Physical Inventory Form

Student Eligibility

Verification

Results Letters

  • Customers will be able to print verification Results Letters when they have letters for two or more of the following Languages configured; the error causing this was corrected.
    • Korean
    • Polish
    • Portuguese
    • Japanese
    • Greek
    • Hindu

Utilities

Direct Certification/Exempt

  • The error occurring where the Effective Date of an existing application was updated every time the Direct Certified file was imported, even if there were no changes to the application, has been corrected. Additionally, new rules were added to ensure the Effective Date does not get incorrectly updated; these were added to the manual.

System Management

Student Importing

PowerSchool Connector

  • The way the PowerSchool connector “listens” was updated as to not override important information. The listener now only retrieves the student the event is for from the Meals Plus