MacromatiX Release Notes
General Software Release 2016.1 – Release Notes
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Table of Contents
1. Introduction
2. About This Release
2.1 MacromatiX Management System – Highlights
2.2 MxConnect – Highlights
2.3 Reporting Data Store (RDS) – Highlights
3. Browser, Device Prerequisites, and Cube Version
3.1 2016.1 Supported Browsers and Devices
3.2 Cube Version
4. New Features
4.1 MacromatiX Management System – New Features
4.2 MxConnect – New Features
5. Fixed Issues
5.1 MacromatiX Management System – Fixed Issues
5.2 MxConnect – Fixed Issues. 15
MacromatiX 2016.1
The document communicates the major new features and changes in the 2016.1 MacromatiX Release. It also references issues that were addressed during this release.
2. About This Release
The 2016.1 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:
- A workflow enhancement linking workflow with the business day
- Electronic Journal Enhancement – the Transaction Viewer includes seconds in the time stamp
- The ability to hide invalid/unused culture codes on specific pages
- Business Intelligence security measures for non-admin users
- Microsoft Edge Support
- The prevention of duplicates on the Scheduled Order Import
Significant date functionality enhancements have been committed so that dates display consistently. Therefore, we recommend that client training documentation be reviewed to ensure consistency. In addition, we recommend more extensive testing be conducted on reporting. There may be potential date format issues. Please advise your customer service professional of any discovered issues. Some customers have reported a date entry popup issue when using Internet Explorer 11. This issue has been difficult to reproduce, on our end. It appears to only affect low use screens and the work around, at this time, is to not use Internet Explorer 11 or simply enter the required date into the text box manually.
Workflow Enhancement Linked with Business Day
On the Workflow Creation page (MMS_Manage_Workflow.aspx) on the create workflow tab, there is now the ability to select the business date that a workflow applies to.
By default, the business date is set to the current date. A column has been added to the Active Workflows grid displaying the Business Date. The Workflow start date and business dates are treated accordingly.
This change has been made to workflows allowing users to properly track the workflow business date. When creating a new workflow, users can associate a Business Date with the workflow.
Electronic Journal
Transaction Viewer (MMS_System_TransactionViewer.aspx) has been updated to include seconds in the time stamp used on the summary and detail view for transactions. This benefits customers who use 3rd party resources to track transactions. For example, some customers use the Electronic Journal (Transaction Viewer) to align security footage with POS transactions.
Ability to Hide Invalid/Unused Culture Codes
Previously, unused or invalid culture codes are showing on the following pages in the MMS application.
- Entity Manager (MMS_Admin_Entity.aspx)
- Culture and Localization (MMS_System_CultureSetup.aspx_
- Employee Management (MMS_System_Employees.aspx)
This caused confusion as users could select an invalid culture code. For example, selecting 'Chinese' instead of ‘Chinese (China)'. We have made a change so that the culture selector only displays languages where translations exist. If not the language is hidden.
Note: On the localization setup page, all languages are displayed.
Business Intelligence (BI) Cube Security for Non-Admin Users
Previously, non-admin cube users had the ability to modify and delete reports that were available in the “Public” folder. This had potential negative impact on other users accessing these reports. A new security permission "Reporting - OLAP Writer", for admin users was added, allowing admin users to create, modify, and share public reports. Users assigned the security permission "Reporting - OLAP Access" can view public reports and create private reports, but can no longer modify or share public reports.
Microsoft Edge Support
Extensive testing was conducted to verify Microsoft Edge compatibility. In addition, in order to support the use of Microsoft Edge, the report portal has been updated to ensure compatibility.
Scheduled Order Import - Prevents Duplicates
The Scheduled Orders import can create duplicate entries, which can be confusing. The import is updated to include a “SkipDuplicates” attribute (TRUE/FALSE). When the attribute is set to TRUE, the import will not create scheduled orders if they already exist for the provided store, vendor and date. When set to FALSE or if the attribute is not provided, duplicate scheduled orders are allowed.
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.
2016.1 MxConnect changes include enhancements to existing functionality as well as new modules to improve accountability. MxConnect users can use iOS 9 when accessing the mobile solution. In addition, they now have new customizable reporting options: Area Summary Report and Inventory Movement Report, as well as the ability to retain the search filter on the Transfer History page.
iOS9
The MxConnect mobile solution was extensively tested for compatibility with iOS9. No issues were found.
Area Summary Report
An Area Summary report benefitting above store level users has been created. The report provides a high level snapshot by area.
The report is security driven based upon the user’s specific access. If the user has access to more than one area, they will see an ‘All Areas’ option with a pull-down option to drill down to individual areas.
Like the Store Summary Report, users can use the View Manager to create variance instances of the report. This allows users to have views where they can filter all stores they have access to, or select specific areas. The views can then be exported to a CSV file for further analysis.
Inventory Movement Report
An Inventory Movement report has been created that provides critical stock information, by item, by store. This is a single store report with a custom date range selector. Users can create a custom reporting, using the view manager, in order to create variance instances by selecting which columns are visible.
The custom view can then be exported to a CSV file for further analysis.
New Reporting Date Selector
A new reporting date selector has been added to the Inventory Movement report so that users can select dates based on the traditional or fiscal calendar. Users have the option of defining reporting periods by Range, Week, or Month:
- Range (Default selection): Users select a start date, then end date. The dates between the start/end dates are highlighted displaying the inclusive dates.
- Week: Users select a date and the fiscal week is automatically highlighted
- Month: Users select a month and the fiscal month is automatically highlighted
Transfer History Retains Search Filter
On the Transfer History screen, when a user selects a date range and then navigates to a Transfer Detail screen, if they select the 'back' button, the date selection is now retained.
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:
- tbSalesItemCharacteristic
- tbCharacteristicValue
- tbCharacteristic
- tbGeographicCity
- tbValidation
- tbValidationDetail
- tbValidationDetailType
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 2016.1 Supported Browsers and Devices
The following browsers and devices are officially supported by MacromatiX in the 2016.1 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 |
| 2016.1 | 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. 2016.1 General changes include:
- A new security permission "Reporting - OLAP Writer" has been added. To allow users to create, modify, and share public reports, they must be assigned this permission. Users with only the permission "Reporting - OLAP Access" can view public reports and create private reports, but cannot modify or share public reports. (MX-18150)
- A change has been made to the Entity, Contacts, Add Help and Employee pages so that the culture selector only displays languages where translations exist. If translations do not exist, they are hidden. (MX-15443)
- On the Workflow Creation page (MMS_Manage_Workflow.aspx >> Create Workflow Tab), there is now the ability to select the business date that a workflow applies to. By default, the business date will be set to the current date. This change has been made to workflows in order to properly track the business date for a workflow. (MX-18536)
- MMS has been upgraded to .net Framework 4.5. The upgrade provides compatibility with third party components as well as leveraging new framework capabilities. Net 4.5 has improved thread management, garbage collection and makes it much easier to leverage asynchronous processing through new language constructs. In addition, the ability to use newer components e.g. for distributed caching. (MX-17599)
- The report portal build (MMS_System_ReportPortal.aspx) has been upgraded to be compatible for use with Microsoft Edge. (MX-17748)
- Transaction Viewer (MMS_System_TransactionViewer.aspx) has been updated to include seconds in the time stamp used on the summary and detail view for transactions. (MX-17854) (NetSuite ID: 26696 MX PS)
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. 2016.1 Financial changes include:
- None
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. 2016.1 Inventory count changes include:
- None
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. 2016.1 Inventory Ordering changes include:
- The Scheduled Orders import has been updated to accept a "SkipDuplicates" attribute with a value of true or false. When set to true, the import will not create scheduled orders if they already exist for the provided store, vendor, and date. When set to false or not provided, duplicate scheduled orders are allowed. (MX-14760)
Labor: The Labor module provides managers with an efficient way to manage employees’ schedules and data. 2016.1 Labor changes include:
- A new KPI for Actual Team Average Hourly Rate (AHR) (authorized & unauthorized shifts) has been created for the KPI section of the Labor Scheduler. (MMS_Stores_LabourScheduler.aspx) In addition, the ‘Target % of Sales KPI’ was updated to display in 15 minute intervals. (MX-15773)
- Configuration changes were made for Attendance Manager (MMS_Ops_AttendanceManager.aspx) The existing configuration "Attendance Manager - Deduct breaks from pay that are sent through from the POS" to "Auto-deduct breaks from POS shifts (Labor V1 only)" and was updated to include the drop down options: Never (default), All breaks, Rest Breaks Only, Meal Breaks Only. In addition, the following configuration was removed "Labor Rules tab >> Common Rules tab >> "Pay for meal breaks" option and replaced with a new config option to the configuration manager: "Attendance Manager - Auto-deduct breaks from Manual shifts (Labor V1 only)" with drop down options: Never (default), All breaks, Rest Breaks Only, Meal Breaks Only, Determine Per Shift. (MX-18302)
- The 'Send to POS' functionality on the Employee Management page has been extended to allow for an export to trigger when the 'Send to POS' button is selected for store level users. A new configuration has been introduced to support this extension "Employee Management - Method used for Send to POS function". Note: A store employee must be selected in order for the Send to POS to trigger the export. If an employee belongs to multiple entities, an export per entity will trigger. (MX-18055)
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
The following new MxConnect features appear in this release:
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. 2016.1 MxConnect changes include:
- A new reporting date selector has been introduced to the Inventory Movement report so that users can select dates based on the traditional or fiscal calendar. Users have the option of defining reporting periods by Range, Week, or Month:
- Range (Default selection): Users select a start date, then end date. The dates between the start/end dates are highlighted displaying the inclusive dates.
- Week: Users select a date and the fiscal week is automatically highlighted
- Month: Users select a month and the fiscal month is automatically highlighted (MX-16548)
- An Area Summary report benefitting above store level users has been created. The report provides a high level snapshot by area. The report is security driven based upon the user’s specific access. If the user has access to more than one area, they will see an ‘All Areas’ option with a pull-down option to drill down to individual areas. Like the Store Summary Report, users can use the View Manager to create variance instances of the report. This allows users to have views where they can filter all stores they have access to, or select specific areas. The views can then be exported to a CSV file for further analysis. (MX-18082)
- An Inventory Movement report has been created that provides critical stock information, by item, by store. This is a single store report with a custom date range selector. Users can create a custom reporting, using eh view manager, in order to create variance instances by selecting which columns are visible. The custom view can then be exported to a CSV file for further analysis. (MX-15179)
- The MxConnect mobile solution was tested for compatibility with iOS9. No issues were found. (MX-17751)
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. 2016.1 Inventory count changes include:
- MacromatiX calculates the estimated cost of each sales item based on the inventory items associated to it (i.e. recipe ingredients). However, note that when a transaction is processed (sale, adjustment) the actual cost will be re-evaluated and the estimation will not be used. For example in the case of a sale the cost will be re-evaluated based on service type and zone of the sale. The estimated cost is sometimes used for display purposes, for example when using mobile to process finished waste. We have made a small change to the calculation of the estimated cost to make it more accurate. (MX-14210)
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. 2016.1 Inventory Ordering changes include:
Labor: The Labor module provides managers with an efficient way to manage employees’ schedules and data. 2016.1 Labor changes include:
- Partial day leave hours entered into MX Connect will now reflect in MMS Time and Attendance page. If an entire day of leave is requested in MX Connect, 0 hours will display in MMS Time & Attendance for the manager to deduct the appropriate hours if required. (MX-18034)
- The MxConnect Time off Request screen displays leave requests across multiple stores. The screen now displays the store name where the time off has been requested. (MX-18036)
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 has been applied wherein the Cash Day Summary export would fail when run again for a previously exported day when the cached report file from the original export was no longer available on the server due to purging. (MX-20183)
- A fix was applied wherein the Key Performance Indicator (KPI) graph was not displaying correctly with the proper shading on the Labor Scheduler page. (MMS_Stores_LabourScheduler.aspx) A date format issue was fixed that was causing the graph to not be shaded properly. (MX-20056) (NetSuite ID: 17380)
- The Mx Eretailer web service has been enhanced such that it can now capture detailed errors in tbPolledLog caused by Xceed compression problems. (MX-19410) (NetSuite ID: 17069)
- A fix was applied when using Internet Explorer where reports were not generated when the time was manually altered. (MMS_System_Reports.aspx) (MX-17955) (NetSuite ID: 16433)
- A fix was applied wherein the Employee Import (XML) was resetting values for some fields (Division, Job Title, Birth Day, etc.) on the Employee Management page (MMS_System_Employees.aspx), even if the fields were not specified in the import file. The employee import no longer overwrites non specified items on the Employee Management page when the import is processed. (MX-19172)
- Fixes have been applied with regard to On Order and Back Order quantity have been rectified with this issue: A was applied wherein adding items to an existing purchase order via line item matching on the MMS_HO_InvoiceReconciliation2.aspx page was updating the On Order quantity for that item. Another fix was applied having to do with the Order Confirmation and ASN imports, which were not updating Order or Backorder quantities correctly in certain circumstances. (MX-19231)
- A bug has been repaired 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-22763)
- A change in the DateTime picker on the Sales Summary page that caused the issue. the problem is even though the datetimepicker meant to return dateonly due to the change it is now returning time as well which breaks the functionality of the page. (MX-21920)
- 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-23341)
- A fix was applied wherein waste is processed into the cube even if they do not reference TransactionSummary. (MX-22270)
- A fix was applied. The RDS incremental ETL failed due to a carriage return symbol. Now comments containing carriage return symbols will not cause ETL failures. (MX-24334)
- All Customers: Mobile Order data is no longer duplicated when two or more Mobile Order receipts are completed for the same order. (MX-22152)
- Data flows without explicit transaction do also block themselves trying to process inserts and updates simultaneously. Updates and inserts have been split into two data flows to fix this issue. (MX-23488)
- Fix obscure bug was applied wherein the ARTS Export task was rarely not sent for a customer if more than one was running at once. (MX-23212)
- Performance Improvement to the Hourly Sales Report (MX-22750)
- Performance optimization for forecasting incremental processing. (MX-22701)
- Updated MMS Forecasting code to discard cached values when adding in an override. This patch will not affect data already entered, only new values. (MX-24072)
Financial – All Modules:
- The entity item import process has changed where if the stocktakeinner and stocktakeouter columns are provided but contain no values against an item then the values are set to null in the database. (MX-19189) (NetSuite ID: 16926)
- Able to enter values and proceed to authorize on Banking screen for Safe Drop under Financial with Turkish culture user. (MX-22787)
- Change message on screen when Order apply date is changed to a closed period. (MX-23083)
- Change was made to refactor code; but, a parse was left out to convert a value from string to a number using the correct culture. (MX-22667)
- Petty Cash List selection displays the *Account* list filters based on the account definition associated with the Account Type set up on the GL account page (MX-24073)
Inventory Count – All Modules:
- A fix has been applied wherein users were seeing duplicate items on the MMS_Stores_Production.aspx page when configuration entries for the duplicate items exist for both the default entity and the selected entity. (MX-18016) (NetSuite ID: 16484)
- A fix was applied that resolves an issue where Travel Path Clone modal loaded previously selected Store from store selector. The clone modal now loads the currently selected store. (MX-16050) (NetSuite ID: 15810)
- A fix was applied wherein the inventory last cost value was empty or null on the transfers screen (MMS_Stores_Transfer.aspx) and report. The Transfers inventory cost value now consistently reflects the current inventory price. However, if a cost is not available then a zero or null value will be displayed. (MX-19142) (NetSuite ID: 16890)
- A bug has been repaired wherein reporting services was not respecting the Flavor Model setting in the Inventory Wizard such that Actual and Theoretical costs on the Weekly Unit Variance report did not match. (MX-21136)
- A fix was applied wherein a Feature Unavailable Issue resulted when accessing Inventory Wizard in IE. (MX-22410)
Inventory Ordering – All Modules:
- A fix has been applied wherein the Quick Receive function of MMS_Stores_OnlineOrderClassic.aspx was permitting multiple clicks of the Receive button, which would result in duplicate receiving and receiving audit records. (MX-19266) (NetSuite ID: 16895)
- A fix has been applied wherein the MMS_HO_ContractPricing.aspx page was updating all the items associated with a given ItemID when an individual Item Code's cost was updated. (MX-20286)
- The Entity Import has been enhanced such that it will now validate the submitted Time Zone entries for proper formatting; entries with improper formatting will be flagged as errors and will not be imported. (MX-17831) (NetSuite ID: 15642)
- Able to update the localisation values for Order 'Status' Drop Down List on the Ordering page (MX-21332) (NetSuite ID: 17796)
- When an Order is saved, the Auto submit & Auto receive function when ticked now process the Order for an assigned Cut off time after running the 'Auto Process Scheduled Orders' tasks. (MX-22068) (NetSuite ID: 17573)
- When an Order is saved, the Auto submit & Auto receive function when ticked will now process the Order for an assigned Cut off time after running the 'Auto Process Scheduled Orders' tasks (MX-21162) (NetSuite ID: 17573)
Labor – All Modules:
- A fix has been applied wherein selecting a new Week on MMS_Stores_Labor.aspx was not prompting a refresh of the page. (MX-18655)
- A fix has been applied wherein the event-generated RPOS Employee Update Export was failing due to conversion issues when some fields were not properly set or were set with data that does not convert properly to an Integer. (MX-19833)
- A fix has been applied wherein users were not able to add Breaks to shift records on MMS_Stores_TimeandAttendance.aspx when the shift end time was not present. (MX-17727) (NetSuite ID: 16336)
- A configuration has been added, Workforce ->Scheduler -> "Display Job selector before Employee selector". When turned ON, the shift edit/create dialog box from the MMS_Stores_LabourScheduler.aspx page will display the Pay As field followed by the Employee field; the Pay As field will list all configured jobs, and the Employee field will be filtered to only show those employees possessing the selected Job who are Trained for the selected Role. When OFF, the shift edit/create dialog box will display the Employee field first, which will list all employees trained for the selected Role, then the Pay As field, which will be filtered to display only the jobs that the selected employee possesses. (MX-17733) (NetSuite ID: 16333)
- An issue was resolved on the Labor Scheduler page (MMS_Stores_LabourScheduler.aspx) where the labor chart was not displaying in Chrome. (MX-17990) (NetSuite ID: 16472)
- A fix has been applied wherein XSLT exports with no Available Destinations configured (i.e. only the root directory of the export is configured, no additional destinations) were failing due to an unhandled exception. (MX-23473)
- A fix was applied wherein Shift hours were not carrying across pay-cycles on the Labor Scheduler KPIs (MMS_Stores_LabourScheduler.aspx). (MX-24052)
- 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-24049)
5.2 MxConnect – Fixed Issues
MxConnect issues that were fixed during this release:
- A fix was applied wherein poor performance caused a mobile queue backup. The mobile dashboard reporting measure was trying to get data for a customer that was not setup to use daily stock balance, which caused the mobile dashboard to timeout. Customers who do not have Daily Stock Balance turned on and configured will not return Inventory Reporting Measures on the Mobile Dashboard. (MX-17719)
- A fix was applied wherein forecasts for holiday and closed days were not being processed. Forecasts generated for Closed days had an error status instead of, a zero forecast with a *Status = 0*. (MX-19778)
- The 'All Areas' option was removed from the drop-down on the MxConnect Area Summary Report and it now defaults to the first area in the drop-down list for the Zone on the MxConnect Area Summary page. (MX-22249)
Inventory Count – All Modules:
- None
Inventory Ordering – All Modules:
- A fix was applied wherein MxConnect Ordering was not updating all tables correctly when correcting an Order. This can sometimes affect reporting by displaying incorrect values when a received amount is changed. (MX-23271)
Labor – All Modules:
- Mobile schedule now reports all shifts on the screen including the last day of the schedule (MX-22331)
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