October 25th 2023, Release Notes: RME | VAT for Alternate Ingredients Sent to Inventory, Updated Replace in Recipes Functionality Enabled for All

Summary

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Release date for all features:  October 25th 2023

VAT Code for Alternate Ingredients Sent to Inventory

• Enabled by default? - Yes
• Set up by customer admin? - No
• Enable via support ticket? - No
• Affects configuration or data? - Yes
• Roles affected: - if applicable

What's Changing?

Before this release, in Fourth's Inventory solution, the VAT (tax) code for alternate ingredients was sourced solely from the parent ingredient. As part of this release, an alternate ingredient's VAT code will now be sourced from the alternate ingredient's 'Item Vatable' value.  If the alternate ingredient's 'Item Vatable' value is blank, the VAT code will be sourced from the parent ingredient. 

This change is not yet supported in the Inventory solution.  It will be supported in an upcoming release. Until then, Inventory will continue to source the alternate ingredient's VAT value from the parent ingredient.

Reason for the Change

Increased accuracy in Inventory calculations, e.g. orders, GRNs, and invoices, for customers operating in different VAT regions, e.g. UK and the Republic of Ireland.

Customers Affected

All customers using alternate ingredients and Fourth's Inventory solution.

Release Note Info/Steps

It's already possible to populate an alternate ingredient's 'Item Vatable' value independently of the parent ingredient - see Fig.2.

When an ingredient's data is synchronised between RME and Inventory, the alternate ingredient's VAT value will be included in the alternate ingredient data sent to Inventory.  

In the site-linking validation summary window (Fig.3), which is displayed as part of the Publish to FnB workflow, both the parent ingredient's VAT and the alternate ingredient's VAT value are mentioned and synchronised with Inventory.  If the alternate VAT value is not populated, it is not displayed.  When the alternate ingredient VAT is not populated, the parent ingredient VAT will be used for Inventory calculations that require VAT.

Until Inventory supports the use of alternate ingredient VAT values, only the parent ingredient VAT will be used for calculations requiring VAT.

Fig.1 - Item Vatable for parent ingredient on the Supplier Spec tab

Fig.2 - Item Vatable value for alternate ingredient on the alternate ingredient's Supplier Spec tab

Fig.3 - In the site-linking validation summary window, which is displayed as part of the Publish to FnB workflow, both the parent ingredient's VAT value and the alternate ingredient's VAT value are mentioned

New Terms/Acronyms

GRN is a 'goods received note' in the Inventory solution.

Updated 'Replace in Recipes' Functionality Will Be Enabled For All Customers Currently Using Replace in Recipes

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - if applicable

What's Changing?

The updated Replace in Recipes functionality, which has been available since May 2023, will be enabled for all customers who are currently using the original Replace in Recipes functionality.

Reason for the Change

Improvement in system performance for the 'Replace in Recipes' operation.

Customers Affected

All customers using the original Replace in Recipes functionality.

Release Note Info/Steps

When enabled, there will be three changes in the Tools screen where 'Replace in Recipes' is accessed - see Fig.4.

Fig.4 - When the new Replace in Recipes functionality is enabled, the new option 'Replace in Recipes Request Status' will display

1. The new function displays as 'Replace in recipes*'

2. The option to select the original function is hidden.

3. A new option called 'Replace in Recipes Request Status' is available. This is a new page to track the status of the 'replace' operation.  See the original release notes (link below) for more detail on this new page.

Fig.5 - When the new Replace in Recipes functionality is enabled, the new option 'Replace in Recipes Request Status' will display

Please note that on Step 4 of the Replace in Recipes workflow, where the affected recipes are listed, the message 'Replace in Recipe request [number] were accepted'. This number in this message refers to the request number, not the number of recipes accepted for the replace operation.  This message will be refined in a future release to make the meaning clearer. (Fig.5)

Additional Resources

May 16th 2023, RME | Release Note | Replace in Recipes as Asynchronous Operation, Recipe Description/Menu Description Max Length Configuration Option