MacromatiX Release Notes
General Software Release 2016.2 – Release Notes
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Table of Contents
1. Introduction
2.1 MacromatiX Management System – Highlights
2.3 Reporting Data Store (RDS) – Highlights
3. Browser, Device Prerequisites, and Cube Version
3.1 2016.2 Supported Browsers and Devices
4. New Features
4.1 MacromatiX Management System – New Features
5. Fixed Issues
5.1 MacromatiX Management System – Fixed Issues
1. Introduction
The document communicates the major new features and changes in the 2016.2 MacromatiX Release. It also references issues that were addressed during this release.
2. About This Release
The 2016.2 release includes substantive changes to improve the MacromatiX user experience. A few of the release highlights for the MacromatiX Management System (MMS) and MxConnect (MxC) are detailed below.
2.1 MacromatiX Management System – Highlights
MacromatiX is a cloud-based operating system that provides operational efficiency, cost controls and real-time visibility into restaurant operations that keep the manager in front of customers and focused on their experience, rather than stuck in the back office staring at spreadsheets. Get instant insight into inventory and financials with in-depth, down-to-the item reporting. Gain access to sales data, gross profit, cost of goods sold, loss prevention and exception management with the ability to report down the item level at individual stores. With Macromatix, food is fresher, waste is reduced, and gross profits are increased.
Enhancements to the MacromatiX Management System (MMS) modules this release included:
- Ability to process Advance Shipping Notices (ASN) for Orders that do not originate in MX
- Ability to run Easy Clock on a Windows device that is not running LiveLink
- Reason field for Waste (Adjustments) is now mandatory
Ability to Process ASN’s for Non MX Orders
The Advance Shipping Notice (ASN - Shipping Confirmation) import has been updated to allow orders that were created outside of MacromatiX to be created upon receipt of the ASN. This ability is available to all customers. However, it requires a header-level attribute in the import file (XML format only) indicating whether to use the new logic.
Ability to run Easy Clock on a Windows device that is not running LiveLink
A new Windows application has been created that allows employees to clock in/out through Easy Clock on a device within the same network as the Back of House PC where LiveLink is running. This prevents users from needing to access the Back of House PC directly, which is often viewed as a risk, due to the business-critical processes running on that PC. It is a stand-alone application, which when configured with a connection and necessary permissions to the LiveLink database on a separate machine, where employees can clock in/out through Easy Clock without gaining access to a single device.
Waste Reason is now Mandatory
A number of enhancements have been made to the inventory adjustment screen (MMS_Stores_StockAjustment.aspx):
- System will not allow users to submit a blank waste reason. An error message will be returned if the reason code is blank.
- The stock adjustment screen has been enhanced to:
- Allow users to enter waste records across multiple pages
- Provide an apply time selector
2.2 MxConnect – Highlights
MxConnect is designed for use on a mobile device to facilitate constant access to real time data for forecasting, inventory counts, ordering, transfers, waste, and labor.
2016.2 MxConnect changes include enhancements to existing functionality as well as new modules to improve accountability. Enhancements include:
- Inventory Count – Out of Variance Indicator
- Inventory Count - Negative Variances reflected on pop-up notification
Out of Variance Indicator
A configurable out of variance color indicator has been added to MxConnect Inventory Counts. Previously, this feature was hard-coded. It can now be customized at the environment level. The 'Count Indicator' table employs a color selection grid with the following three options:
- Pending: One or more items remain to be counted (including partial) and no items are out of tolerance (Default Color – Blue)
- Out of tolerance: One or more Items is out of tolerance (Default Color – Orange)
- Counted: All items are counted and in tolerance (Default Color – Green)
Pop up Notification Displays Items Submitted with a Variance
Two new fields have been added to the Finish Count screen in order to identify the number of items with a large positive or large negative variance. This indicates to users that they may want to double check their count values if required prior to count submission.
When a user finishes any count, the Finish Count modal displays the number of items that need to be counted as well as the items counts that result with a variance. Two new field have been added displaying the number of items with positive or negative count variances.
- The variance is determined as +/- 5% as the tolerance value
- The variance values add up to the total large variance value
- This applies to all count types
2.3 Reporting Data Store (RDS) – Highlights
The MacromatiX solution is a prolific collector of operational data. The Reporting Data Store (RDS) has been conceived in order to give users ownership and access to their own data. Users will have the ability to design and build their own reports and interrogate the database at will. Progress, for the feature, continues. The following fields have been added to the Reporting Data Store:
Tables/Fields Added:
- AccountInventoryMapping
- Accounting System
- AccountingSystemInventoryMapping
- AccountingSystemVendorMapping
- Employee field added:
- DateOfBirth
- InventoryPurchaseOrderLine fields added:
- Damaged
- LowQuality
- OverReceive
- OverShelf
- Short
- SellUnit
- TaxRate
- VendorShippedQty
- PaidInOutSubType
- PettyCashID
- PettyCashSubType
- PettyCashSubTypeID
- TransactionReceiveLog
- Vendor Mapping
3. Browser, Device Prerequisites, and Cube Version
In order to deliver a best in-class software solution to our customer base, MacromatiX relies on the latest updates and advances available from Web Browsers to ensure improved security, a richer feature set and heightened performance.
3.1 2016.2 Supported Browsers and Devices
The following browsers and devices are officially supported by MacromatiX in the 2016.2 release:
- MacromatiX Web Solution Supported Browsers are: Microsoft Edge, IE 9+, Chrome 34+, FireFox 28+, and Safari 7+
- MacromatiX Mobile Solution Supported Browsers are: IE 9+, Chrome 34+, FireFox 28+, Safari 7+, iOS 6.13+, iOS 7.04+, iOS 8, iOS 9
- Mobile Device recommendations: iPad and IPad Mini
- Minimum recommended device display resolution of 1024px x 768px
- POS: MICROS 3700, NCR Aloha, NCR Compris, Panasonic PANo7700, Panasonic PARJournal, POSIXML, Radiant, SIGNATURE Signature, and XPIENT POLLO
3.2 Cube Version:
Several areas of MMS have dependencies upon facts, measures, and other components in the cube. (Version dependency between MMS (MMS application & MxConnect) and the OLAP cube.) This version compatibility is the minimum cube version that is compatible with an MMS version.
Note: The Cube is backwards compatible. Always upgrade to the latest version of the cube.
| MMS & MxConnect Version | Minimum Cube Version |
| 2016.2 | 3.31 |
| 2016.1 | 3.26 |
| 2015.6 | 3.26 |
| 2015.5 | 3.26 |
| 2015.4 | 3.26 |
| 2015.3 | 3.26 |
| 2015.2 | 3.26 |
4. New Features
4.1 MacromatiX Management System – New Features
The following new MMS features appear in this release:
General: The MacromatiX Solution can help reduce costs through efficient supply chain management improving accuracy and efficiency through automation and electronic communications. 2016.2 General changes include:
- The Actual vs. Theoretical Usage report has been updated to include a column for "Variance as a % of Cost", which displays the percent value of variance over actual usage cost per item. (MX-17597)
- The Food Usage Vs. Sales report, Actual Vs. Theoretical report, and the Protein Optimum report have been modified to allow users to specify whether they want the report to include all items or only items that were included in the selected "Ending Count" when generating the report through the Report Selector. (MX-17606)
- The Protein Optimum Expanded Detail report has been updated to include a column for "Variance as a % of Cost", which will display the percent of variance compared to actual usage for each item in the report. (MX-17604)
- The Protein Optimum Report has been updated to include a column for "Variance as a % of Cost", which will display the percent value of the variance against actual usage per item. (MX-17603)
Financial: The MacromatiX Financial Solution provides revenue management of monetary transactions, settlements, and deposits. The functionality to account for and track the movement of cash and other trading types in a store. 2016.2 Financial changes include:
- Offline Cash Management has been tested and documented to certify it being used on a device separate from the Back of House PC where LiveLink is running. This facilitates the ability for users to perform Offline Cash functions without being given direct access to the Back of House PC itself. (MX-17914)
Inventory Count: The MacromatiX Inventory Solution can helps reduce inventory holding costs through efficient supply chain management. It can help you minimize waste with an accurate production system, minimize inventory shrinkage through accurate inventory tracking. 2016.2 Inventory count changes include:
- A bug has been repaired within the Transfers Import wherein the InitiatingEntityID value was not being set, causing the import to fail. (MX-23297)
- A number of enhancements have been made to the inventory adjustment screen (MMS_Stores_StockAjustment.aspx): System will not allow a user to submit a blank waste reason. An error message will return if the reason code is blank; Stock adjustment screen has been enhanced to allow a user to enter waste records across multiple pages. Stock adjustment screen has been enhanced to provide an apply time selector. (MX-20583)
- Two new fields have been added to the Finish Count screen in MacromatiX to identify the number of items with a large positive and large negative variance. This indicates to users that they may want to double check their count values if required prior to count submission. (MX-8546)
Inventory Ordering: The MacromatiX Inventory Solution can help reduce inventory holding costs through efficient supply chain management. It can improve purchasing accuracy and efficiency through automation and electronic communications. 2016.2 Inventory Ordering changes include:
- The Advance Shipping Notice (Shipping Confirmation) import has been updated to allow orders that were created outside of MacromatiX to be created in MacromatiX upon the receipt of the ASN. (MX-20554)
Labor: The Labor module provides managers with an efficient way to manage employees’ schedules and data. 2016.2 Labor changes include:
- A new windows application has been created which allows employees to clock in/out through Easy Clock on a device within the same network as the Back of House PC where LiveLink is running. This prevents users from needing to access the Back of House PC directly, which is often viewed as a risk, due to the business-critical processes running on that PC. (MX-20285)
Loyalty: The Loyalty Campaign module allows users to create and run ongoing campaigns through which their customers can earn and redeem benefits according to specific criteria. Loyalty changes include:
- None
4.2 MxConnect – New Features
MxConnect: MacromatiX is designed for use on a mobile device so that you have constant access to your data in real time for Forecasting: Inventory Counts, Ordering, Transfers, and Waste; as well as Labor. The mobile inventory count enables users to perform an inventory count on a mobile-enabled device (for example, iPad), as well as manage the item’s travel path. Mobile ordering enables store managers to place inventory orders with their suppliers. Both EDI and email order creation are supported. Stores can create orders using the scheduled orders option or by creating an unscheduled new order. Users can also search the order history.
The following new MxConnect features appear in this release:
Inventory Count: The MacromatiX Inventory Solution can helps reduce inventory holding costs through efficient supply chain management. It can help you minimize waste with an accurate production system, minimize inventory shrinkage through accurate inventory tracking. 2016.2 Inventory count changes include:
- Two new fields have been added to the Finish Count screen in MacromatiX to identify the number of items with a large positive and large negative variance. This indicates to users that they may want to double check their count values if required prior to count submission. (MX-8546)
- A new Settings area for Inventory Count has been created in MxConnect whereby a user can select the color they would like to see on the Count UI for items that are In Tolerance, Out of Tolerance or Pending/Partially Counted. This settings page is controlled by a security permission: Mobile -> Settings - Inventory Count - Can Access. Note: If a new color is set while a count is in progress, the count will need to be manually refreshed in order to see the color change applied. (MX-18769)
Inventory Ordering: The MacromatiX Inventory Solution can help reduce inventory holding costs through efficient supply chain management. It can improve purchasing accuracy and efficiency through automation and electronic communications. 2016.2 Inventory Ordering changes include:
- A new security permission "Ordering - Can Auto Receive Order" has been added to MxConnect to define which users can select to auto-receive orders at the time of placing an order. (MX-20848)
- Functionality to divide projected order quantities across multiple linked vendor items in purchase orders created through MxConnect has been verified. This allows stores to have the system project/suggest an order quantity for multiple items provided by a vendor that feed into a single inventory item. (MX-17767)
- The delivery total field on the receive details screen in MxConnect will now dynamically update based on values entered for 'Price' and 'Qty Received'. For example, when a user updates the unit cost, it is now reflected on the total amount label. (MX-19820) (NetSuite ID: 618912)
Labor: The Labor module provides managers with an efficient way to manage employees’ schedules and data. 2016.2 Labor changes include:
- None
5. Fixed Issues
5.1 MacromatiX Management System – Fixed Issues
MacromatiX Management System (MMS) Issues that were fixed during this release are:
General – All Modules:
- A fix was applied wherein an error was returned when accessing the Daily Half Hour Sales Report. Users are now able to successfully generate the Daily Half Hour Sales Report in all formats. (MX-24591)
- A fix has been applied wherein importing Sales Item Forecasting Adjustments on the MMS_Manage_Import.aspx page was not updating the forecast data for all stores in the configured Import zone. (MX-22764)
- A fix has been applied wherein the Reports selector on the MMS_System_Reports.aspx page was no longer scrolling properly when viewed through the Chrome browser due to a recent Chrome update. (MX-23107)
- A fix was applied wherein Vendor assignment changes where all vendor types (MMS_HO_Distributors.aspx), assigned to stores were available. Unselected Vendor Types, which are configured to display in Asset Management (MMS_stores_assetWorkOrderFilter.aspx), should not be displayed for Ordering. (MX-22359)
- A fix has been applied within Signature POS T&A record processing wherein new user records were being created and activated when records were processed for a Terminated employee. Now the Terminated record will be made Active again, instead of generating a new user record, which was causing problems in reporting and exports. (MX-20158)
- Improvements were made to the performance of the summary section, displayed at the bottom of the Raw Product cost report. (MX-23819)
- A fix has been applied within the Work Order Invoices report (report ID 1056) wherein the report would fail when it was run against an Invoice whose status was updated by a Vendor User whose Contact ID is no longer represented in the database (DB). It now furnishes the report with empty strings where the missing contact information would be. (MX-19884)
Financial – All Modules:
- A fix was applied wherein DRT exports were not displaying invoice number longer than 10 characters. The export has been enhanced to allow increased character limit in the Invoice numbers from 10 to now an optional 11 characters in length. (MX-20831, 20833) (NetSuite ID: 17543)
- A fix was applied wherein the safe drop task could be completed when the amount available to bag was not zero. A feature was added to check for outstanding Safe Drop amounts from the Workflow Closing Safe Drop task. (MX-23260)
- A fix has been applied wherein the banking screen (/MMS_Stores_banking3.aspx) was not refreshing. The Actual Deposit amount on Deposits page now matches Banking field on Night Banking page. (MX-24456)
- Auditing has been added surrounding the deletion of starting float counts on the MMS_Stores_CashUp6.aspx page. (MX-20555) (NetSuite ID: 17546)
Inventory Count – All Modules:
- A fix was applied wherein the Food Usage vs. Sales (FUVs) report contained purchases and transfers between the start count and the current server date rather than just the items between the beginning and end counts. The report now contains just the items between the counts. (MX-22289)
- A fix was applied wherein the Inventory Usage for Selected Week report was not being generated when 'All items' or no item selection were selected. The "Inventory usage for selected week" report now generates when 'All items' or No selection of Items are selected. (MX-20702) (NetSuite ID: 17744)
- A fix was applied wherein the "Perform Stock Count" flag on Vendor Entity Item was acting on more than the desired vendor entity item. (MMS_HO_VendorEntityItem.aspx) The query was updated for all vendors using Vendor Codes. As well as modified to include vendor specification. (MX-23337)
- An issue was fixed wherein stock counts for the same item (two different quantities) with same apply date/time were committed. It was previously possible to have two different stock counts at exactly the same time. When they contained exactly the same items the system was not able to determine which value was the correct one leading to inconsistent results. Therefore, stock counts will no longer reflect the same apply date/time. Previously you could release a stock count at 1pm and a second stock count at 1pm. Please note that stock counts where you do not have the ability to set the stock count time include the full time including seconds. In addition, some customers have the ability to set apply date or update the apply date where seconds are not included. It is important to note that this is across ALL stock counts. So it is not possible to complete a monthly count as well as a daily count. Note: This issue will only affect customers that have the ability to change apply dates. (MX-21606)
- Functionality on the MMS_Stores_StockCount.aspx page has been modified: Instead of the "Apply" checkbox being checked when focus was removed from the Quantity field to which it was connected, the "Apply" checkbox will now be checked on the first keyed entry to that connected Quantity field. (MX-20661) (NetSuite ID: 17576)
Inventory Ordering – All Modules:
- A fix was applied wherein order forms were displaying incorrect items. Initial filtering for online ordering correctly displays restricted items and items by class. Users no longer see orders from different order classes. (MMS_Stores_OnlineOrderClassic.aspx) (MX-24570)
- An enhancement has been made to the Vendor Management page (MMS_HO_VendorEntityItem.aspx). Users now have the ability to check the perform stock count option while not in edit item mode and update and/or save that selection. (MX-19787) (NetSuite ID: 17047)
- A script was added to reset the configuration for VendorType(s) to be filtered across the Asset Management Module for customers who do not utilize that module in order to prevent unwanted vendor filtration on MMS_Stores_OnlineOrderClassic.aspx. (MX-23887)
- Fixes were applied for 'Recall' type credit to prevent the existing apply date being overwritten, to ensure changes to the apply date are saved onto the credit header, enable incorrect stock adjustments to be generated by a user who does not have access to unlock claims and to include the credit id in the audit log when a claim is submitted. (MX-22805)
- The Scheduled Order Import's Skip Duplicates feature has been enhanced such that it will now validate against store/vendor/date/Required Date, to allow for circumstances where multiple orders will be placed on the same day with different Required By dates. (MX-23800)
Labor – All Modules:
- A fix was applied wherein breaks were showing NaN instead of time on the Labor Scheduler (MMS_Stores_LabourScheduler.aspx). (MX-24502)
- A fix was applied wherein the Manage Position maximum ion Labor Scheduler (MMS_Stores_LabourScheduler.aspx) was not updating the position in the labor scheduler page after a change was made to the maximum position value. The position maximum is now displayed appropriately on the Labor Scheduler page. (MX-22356)
- A fix was applied wherein the penalty hours’ rule was duplicating actual KPI pay records when a worked shift had already been processed. This was resulting in incorrect costings in the KPI calculations. (MX-24050)
Loyalty – All Modules:
- None
5.2 MxConnect – Fixed Issues
MxConnect issues that were fixed during this release:
- None
Inventory Count – All Modules:
- A fix has been applied wherein the Create/Request dates of requested transfers created via MxConnect were being created as Server Time instead of local entity time. (MX-21569)
- The efficiency of a query underlying the processing of Mobile stock counts has been enhanced in an effort to prevent mobile queue backups. (MX-21682)
- When the variance percent of an item is greater than 5%, the variance will be displayed in red in the Review Count screen in MxConnect. If the item has on hand and a 0 value is entered in the count, a variance is created and will be displayed in red. If the item is counted but does not currently have any on hand value, there will be a variance and will be displayed in red. (MX-24128)
Inventory Ordering – All Modules:
- None
Labor – All Modules:
- A fix was applied wherein the MxConnect schedule ignored the last day of the schedule. Mobile scheduling now reports all shifts on the screen including the last day of the schedule. (MX-22112)
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