June 26th 2024, Release Notes: RME | Bulk Edit Categories Extended for Ingredients, Only Current or Future Dates in 'Available for Order' Date-Picker, Import API GET and POST/suppliers 'Supplier Type' Added

Summary

Select the release feature from the table below to be taken directly to that section of the release note.

Release date for all features: June 26th 2024

Bulk Edit Categories, SMART Category Updates

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

What's Changing?

In the Bulk Edit Ingredients workflow, the category update options have been extended (step 4) to include 'SMART' categories.

Reason for the Change

Increase update options available for bulk edit workflow.

Customers Affected

All customers using the 'Bulk Edit Ingredients' workflows.

Release Note Info/Steps

To access the Bulk Edit Ingredients workflows:

• Go to Admin > Tools > Bulk Edit Ingredients

When the workflow arrives at step 4 where categories can be added, there are three update options available:

• Add/Replace SMART category
• Add non-SMART category
• Remove non-SMART category

It is also possible to skip the category update options by not selecting any of the options or by not selecting a category from the category selection list.

Fig.1 - Three category update options are available on step 4 of the Bulk Edit workflow

Configurations that will impact category assignment

Add/Replace SMART category - When this update is completed, a new SMART category will be applied to the selected ingredients.  

Limit to number of SMART category types allowed

If the RME organisation is configured to limit the number of SMART category types (also called 'export type' categories) allowed for each record, all existing SMART categories assigned to the selected ingredients will be removed when the new SMART category is assigned. 

Fig.2 - Example of an ingredient record before category update on step 4 of the Bulk Edit workflow. The existing category will be replaced

Fig.3 - On step 4 of the Bulk Edit workflow, a different SMART category is selected

Fig.4 - On step 5, the newly selected category will be displayed

Fig. 5 - The previously assigned SMART category has been replaced by the new SMART category

Mandatory category type

If any of the selected records have a 'mandatory category' assigned to them which would be removed due to the selected category update operation, an error message will be displayed (Fig.6). In this scenario, it will not be possible to select a new category to assign to the selected records.

Fig.6 - An error message is displayed when the selected category update will result in the removal of a mandatory category

  The 'Bulk Edit' operation can still be completed without the category update.

To reduce the likelihood of encountering this issue, consider checking categories for the 'mandatory' configuration and then using 'Advanced Search' to return records with the same category so it will be easier to apply a new category to the entire group.

Only Current and Future Dates for 'Available for Order' Date-Picker

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

What's Changing?

The 'date picker' calendar for an ingredient's 'Date First Available for Order' will now only allow today's date or a future date.  Past dates are no longer allowed for new ingredients. This change will not impact existing values.

Reason for the Change

To make it easier to identify an ingredient's 'orderable' status and then to update it automatically in Inventory.

Customers Affected

All customers using 'Date First Available for Order'.

Release Note Info/Steps

There are no steps required to enable this change.  It will be available by default on the 'date picker' calendar.

Fig.7 - A new ingredient's 'Date First Available for Order' must be today's date or a future date

Reminder:  If an ingredient's Date First Available for Order is in the future, the ingredient's status in Inventory and the Ordering app will be 'not orderable'.

Import API:  GET /suppliers and POST/suppliers, 'Supplier Type' Property Added

Reason for the Change

To provide more available supplier options when suppliers are created via the import API.

Customers Affected

All customers using the requests: POST /suppliers and GET /suppliers.

Release Note Info/Steps

POST /suppliers

The property 'Supplier type' has been added to the payload as an optional value. 

The import logic has been changed so that if the 'supplier type' property is not included in the payload, the supplier will be created as supplier type 'Supplier and Distributor'. Previously, suppliers created via the import API were created as 'Supplier Only'. This change aligns the import API logic with the UI.

Valid values for property supplierType

1. Supplier Only
2. Supplier and Distributor
3. Distributor Only

[
  {
    "supplierId": 123,
    "accountNumber": "AccountNumber",
    "supplierName": "SupplierName",
    "alternateSupplierName": "Alternate Supplier Name",
    "countryGuid": "45418C37-E44D-4889-A65C-B6E9040BD850",
    "supplierCurrencyCode": "GBP",
    "supplierType": "Supplier and distributor"
  }
]

Fig.8 - Sample payload for POST /suppliers which includes the new optional property of supplierType

GET /suppliers

[
  {
    "supplierId": 123,
    "accountNumber": "AccountNumber",
    "supplierName": "SupplierName",
    "alternateSupplierName": "Alternate Supplier Name",
    "countryGuid": "45418C37-E44D-4889-A65C-B6E9040BD850",
    "supplierCurrencyCode": "GBP",
    "supplierType": "Supplier and distributor"
  }
]

Fig.9 - Sample response for GET /suppliers which includes the new property supplierType

Additional Resources

Recipe & Menu Engineering (StarChef) Import API | Fourth