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January 31st 2022, Release Note: MacromatiX | 2022.1 Release

Fourth Customer Success Portal
  • Updated

Summary

The 2022.1 release includes substantive changes to improve the MacromatiX user experience. A few of the release highlights for MacromatiX Desktop and MxConnect (Mobile) are detailed below.

  MMS (Web) MxConnect (Mobile)
Area Features Bug Fixes Features Bug Fixes
Administration 3      
Core 1 1 1  
Financial   1 3 2
Forecasting     1  
Inventory     2 2
Production     1  
Reporting 3 1   1
Workforce       1
Total 7 3 8 6
Other Applications
Application Features Bug Fixes
CloudLink    
LiveLink 1 1
RDS 1  
Total 2 1

Release date for all features: 31st January 2022

Administration

MMS (Web)

Transaction Reversal Tooling - Part 2

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - Technical Administrator

What's Changing?

The 2021.4 release of MacromatiX introduced a new tool for support personnel to perform transaction reversals. The 2022.1 release includes enhancements to this tooling to provide the following additional features:

  • Ability to filter the list of transactions available to be reversed by additional criteria
  • Ability to select/deselect all transactions
  • Ability to initiate the reprocessing of Daily Stock Balance to update perpetual on-hand values for inventory items affected by the transaction reversals

Reason for the Change?

This change allows MacromatiX support personnel to more efficiently and accurately perform transaction reversals when required due to bad data received from the point-of-sale.

Customers Affected

All MacromatiX customers.

Release Note Info/Steps

Server Manager

A new Service Method task is available and must be configured within Server Manager to enable the ability to reprocess Daily Stock Balance once the transaction reversal has been completed and the updated information from the POS has been received.

  1. Within the “Service Method” tab of Server Manager, create a new task titled “Reprocess DSB”
  2. Set the following options:
    • Log Level = 3
    • Log Enabled = True
    • Auto Start = True
    • Event Driven Task = True
  3. Specify the Event-Driven details:
    • Event the Task Handles = Reprocess Daily Stock Balance
    • Zones = Any zone containing the stores where reprocessing should be allowed
    • Select Event Driven Service Method = Daily Stock Balance By Store Task
      • Queue Number
      • Number of Retries
      • Retry Interval
      • Delay

 Security Permissions

  • System
    • System Status – Can View Transaction Reversal Tab

Support Scripting - Phase 1

  • Enabled by Default? - N
  • Set up by customer Admin? - N
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - Technical Administrator

What's Changing?

The 2022.1 release of MacromatiX replaces two scripts that are currently being executed manually with stored procedures, which have been refactored and approved for use.

  • Unit Cost Updates (qryMMSHelpDeskScript_UnitCostUpdate)
  • Restore Missing Floats (qryMMSHelpDeskScript_StoreFloatsUpdate)

Please note that these stored procedures are only available for execution by users with write access to the MacromatiX database. Future enhancements to the Helpdesk Support Tool within MMS will be pursued to support the parameters used by these scripts.

Reason for the Change?

To provide an improved support experience for MacromatiX users by reducing the amount of time for ticket resolution and the risk associated with manually-executed data updates by support specialists.

Customers Affected

All MacromatiX customers.

Release Note Info/Steps

No configuration or deployment steps are required for this feature.

HotSchedules/MacromatiX Employee Integration Improvements

  • Enabled by Default? - Y
  • Set up by customer Admin? - N
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - Administrator

What's Changing?

The 2022.1 release of MacromatiX enhances the existing integration used to manage employee/user information in MacromatiX based on details provided from HotSchedules Labor by preventing logon capability for users who have been designated in HotSchedules with a Permission Set Name of “Inactive Employee”. This option in HotSchedules is often used when an employee’s access needs to be revoked, but the official “Terminated” status has not yet been communicated from the HR System of record.

In addition to restricting logon for users identified as “Inactive Employee”, the import of user details from HotSchedules into MacromatiX now supports the ability to change Security Group assignments for users. During import, if the Permission Set Name assigned to the employee in HotSchedules is mapped to a different Security Group than what is currently assigned to the user in MacromatiX, then the old Security Group is removed and the new Security Group is assigned to the affected user.

Reason for the Change?

To reduce the number of manual steps required by administrators to update permissions or revoke access for users across HotSchedules and MacromatiX.

Customers Affected

All customers using both MacromatiX and HotSchedules with integrated Employee/User administration.

Release Note Info/Steps

No configuration or deployment steps are required for this feature.

Core

MMS (Web)

MxConnect (Mobile)

Update Logos for MMS and MxConnect

  • Enabled by Default? - Y
  • Set up by customer Admin? - N
  • Enable via Support ticket? - N
  • Affects configuration or data? - N
  • Roles Affected: - All Users

What's Changing?

The 2022.1 release of MacromatiX updates the graphic logo displayed within the application to reflect that MacromatiX is a part of the Fourth family of products. For customers who have applied their own brand’s logo to MMS, their desired logo will continue to display in MMS. All customers using MxConnect will notice the updated logo on the login screen and the header (above the menu) once logged in.

Reason for the Change?

To provide a consistent user experience across all Fourth products.

Customers Affected

All customers.

Release Note Info/Steps

Site Style

The site style page for MMS (MMS_Setup_Style.aspx) provides the ability for administrators to override a variety of style settings. This includes the image displayed within the header banner. By default, this will use the image “MacromatiX_WHITE.png”. With the support of an implementation specialist, customers can provide a custom image to be loaded to the server and used in place of our default logo.

Please note, the logo displayed within MxConnect does not allow for customization.

Workflow in MxConnect - Phase 1

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - All Users

What's Changing?

The ability to utilize a Daily Operational Workflow has been introduced with the 2022.1 Release of MacromatiX by providing the following functionality:

  • Users are able to switch between the standard Navigation Menu and the Daily Workflow.

  • Workflow tasks allow users to navigate to applicable screens within the application.

  • Tasks can be grouped into sections (such as “Morning Tasks”, “Mid-Day Tasks”, and “Closing Tasks”)

  • Enforcement of task dependencies.

  • The status of tasks can be updated to reflect that they are In-Progress or Completed.

  • Users are able to navigate to historical workflow dates.

Reason for the Change?

To provide a modern, mobile-friendly experience for store-level users with daily operational workflow tasks.

Customers Affected

All customers.

Release Note Info/Steps

Workflow Template Management

To utilize the operational workflow, a default workflow template must be defined and assigned to stores. Management of workflow templates is performed in MMS using MMS_Admin_Workflow.aspx.

Currently, the only template supported within MxConnect is the template marked with the “Default” option.

Refer to existing documentation (listed below) titled “Workflow Admin Guide.”

Security Permissions

  • Operations

    • Workflow - Can View (required to access the workflow in both MMS and MxConnect)

    • Workflow - Can Override (allows users to override completion criteria to mark tasks as complete)

    • Workflow - Can Rollback (allows users to rollback an entire workflow instance to an incomplete state)

    • Workflow - Can Rollback Individual Tasks (allows users to rollback individual workflow tasks to an incomplete state)

Configuration Settings

Configuration Manager Settings

  • Mobile

    • System

      • Display Workflow Menu in Mobile (True/False)

        • If enabled, the workflow menu is available in MxConnect.

        • If disabled, the workflow menu is not available in MxConnect.

  • Operations

    • Workflow

      • Default Workflow to Oldest Incomplete Workflow (True/False)

        • If enabled, the workflow will automatically load the oldest incomplete workflow date by default.

        • If disabled, the workflow will load the workflow for the current date.

Financial

MxConnect (Mobile)

MxConnect Banking - Part 2

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - All Cash Management Users

What's Changing?

The previous release of MacromatiX (2021.4) introduced the ability to input and view deposits within MxConnect, replacing this set of functionality previously only available in MMS. The 2022.1 release extends this functionality to include:

  • The ability to record the dispatch of deposits to the bank

  • View details of dispatched deposits

  • Improved support for multiple drops and deposit entry by denomination

  • Improved consistency between MxConnect Deposits, legacy MMS, and Reporting

With this added functionality, store managers are now able to manage the entire cash handling process end-to-end through MxConnect; from collecting cash from registers and cashiers as they close their shifts, to counting the safe, packaging cash for deposit, and the deposits leaving the store to be banked.

Additional enhancements to Deposits and Banking, as well as other Cash Management features to facilitate specific needs by our customers and further improve usability are expected in future releases of MacromatiX.

Reason for the Change?

To provide a modern, mobile-friendly experience for store-level users to manage their deposits and banking activity.

Customers Affected

All customers.

Release Note Info/Steps

tbBankingSettings

The following settings managed in the database table tbBankingSettings should be configured according to the customer’s needs:

  • ShowReceiptNumber

    • 0 = Do not show the Receipt Number field

    • 1 = Show the Receipt Number field, entry is optional

    • 2 = Show the Receipt Number field, entry is required

  • ShowWitness

    • 0 = Do not require a witness input credentials to authorize a deposit or a dispatch

    • 1 = Witness credentials are required, along with the manager, to authorize a deposit and a dispatch

      • Note: This setting is ignored if the store is configured to not require credentials at all for authorization (see related configuration in the ‘Configuration Manager Settings’ section below)

  • EnforceSeparateAuthorisingUsers

    • 0 = The same credentials can be used for both the Manager and Witness fields when authorizing a dispatch (given that ‘ShowWitness’ = 1)

    • 1 = The Manager and Witness credentials entered must be for two distinct users when authorizing a dispatch (given that ‘ShowWitness’ = 1)

      • Note: Only the Manager user is required to have the ‘Banking - Can Authorize’ permission.

Security Permissions

  • Financial

    • Banking - Can Authorize

      • Users with this permission can authorize Deposit entries and Dispatch actions.

  • Mobile

    • Cash Management - Deposit & Banking - Can Access

      • Users with this permission can access the Deposits screen in MxConnect

Configuration Settings

  • Financial

    • Banking Deposits

      • Enable Manager Authorization Without Credentials (True/False) - Determines whether or not a manager must input their credentials to authorize deposits and dispatches.

        • Note: If enabled (True), the "Show Witness..." configuration settings are ignored, as no credentials are required for entry.

MxConnect Daily Financial Reconciliation - Phase 1

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - All Cash Management Users

What's Changing?

The 2022.1 release of MacromatiX introduces a new view within the “Cash Management” menu for Daily Reconciliation. This screen provides store managers with a day-level overview of their Cash and Financial activity for the selected day, including:

  • Cash Reconciliation Summary

  • Sales Summary

  • Safe Count Summary

  • Deposit Summary

Daily Reconciliation allows managers to quickly view their daily totals, identify the status of their cash handling processes for the day, and navigate to the specific areas that may require attention for further detail or action. Once all required actions have been taken, the manager is then able to perform a day-level authorization through Daily Reconciliation, which will lock the activity from further edit.

Reason for the Change?

To provide a modern, mobile-friendly experience for store managers to effectively manage their daily financials.

Customers Affected

All customers.

Release Note Info/Steps

Financial Group Setup

In the same manner that Cash Reconciliation allows for the “Expected Deposit” to be calculated at the Cashier/Register level by adding or subtracting certain elements from Gross Sales using Financial Groups, the Sales Summary section of Daily Reconciliation utilizes Financial Groups to determine what values should be added or subtracted from Gross Sales to determine the overall Expected Deposit and resulting Variance at the day level. In most circumstances, the Financial Groups configured for Daily Reconciliation should be identical to how they are configured for Cash Reconciliation. However, customers do have the option of configuring these using different elements or calculations to fit their specific needs.

Financial Groups are configured by using MMS_HO_FinancialGroupSetup.aspx.

  1. Select the type “Banking”

  2. Use the context menu available by right-clicking within the “Groups” box to add, delete, or move Financial Groups.

  3. Specify the Group Details, including:

    • Description (the text displayed for the element within Daily Reconciliation)

    • Operation (Addition, Subtraction, or None)

    • Status (Hide, Editable, OnlyRead)

    • Function (Sum or Average)

    • Zone (only display for stores in the selected zone)

  4. Specify the Group Member(s) to be included in the total for the Financial Group

    • Example: A group for “Credit Cards” may contain several Payment Type members such as “AMEX”, “VISA”, “MASTERCARD”, “DISCOVER”, etc.

tbBankingSettings

  • OnlyIncludeCurrentDayTransactions

    • 0 = Available for Deposit amount can include undeposited funds from previous day(s)

    • 1 = Available for Deposit amount only includes undeposited funds from the selected business day

  • ShowWitness

    • 0 - Witness is not required for manager to complete authorization of Daily Reconciliation

    • 1 - Witness is required to enter credentials, along with the manager, to complete authorization of Daily Reconciliation

      • Note: This setting is ignored if the configuration option to allow authorization without credentials (listed below) is enabled

Security Permissions

  • Financial

    • Banking - Can Authorize

      • Users with this permission can authorize Daily Reconciliation

  • Mobile

    • Cash Management - Daily Reconciliation - Can Access

      • Users with this permission can access the Daily Reconciliation screen in MxConnect

Configuration Settings

  • Core

    • System Setup

      • Date Selector Default Date

        • Current Trading Day (Current Open Business Day)

        • First Open Day (Oldest Business Day Not Yet Authorized)

        • Today (Current Calendar Day)

      • Number of Days for Open Day Search

        • Used in conjunction with Date Selector Default Date = “First Open Day”

        • Indicates the number of days to search back for the oldest day that has not yet been authorized

  • Financial

    • Banking Deposits

      • Color if Variance is Short but Within Threshold

      • Color if Variance is Short and Outside Threshold

      • Color if Variance is Over but Within Threshold

      • Color if Variance is Over and Outside Threshold

      • Color if Variance is 0

      • Variance Threshold for Cash Over/Short Amount on Banking Screen

        • Numeric value representing the acceptable variance threshold.

      • Enable Manager Authorization Without Credentials

        • True/False - Allows users with appropriate permissions to Authorize Daily Reconciliation without entering their username and password

Count by Denomination Modal Updates

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - All Cash Management Users

What's Changing?

The 2022.1 release of MacromatiX includes a minor enhancement to the controls used for Count Entry by Denomination to allow for consistency and reusability throughout Cash Management in MxConnect. This change applies to:

  • Cash Reconciliation (closing count)

  • Safe Counts

  • Deposits

Reason for the Change?

To provide a consistent user experience and improved maintainability for Count by Denomination functionality.

Customers Affected

All customers.

Release Note Info/Steps

Configuration Settings

  • tbBankingSettings

    • UseCashCountControl

      • 0 - Input Cash Count as a single value instead of by denomination for Deposits

      • 1 - Input Cash Count by specifying the quantity of each denomination for Deposits

  • tbCashUpSettings

    • CashCountDisplay

      • 0 - Input Cash Count as a single value instead of by denomination for Cash Reconciliation

      • 1 - Input Cash Count by specifying the quantity of each denomination for Cash Reconciliation

  • tbFloatCountSettings

    • CashCountDisplay

      • 0 - Input Cash Count as a single value instead of by denomination for Safe Counts

      • 1 - Input Cash Count by specifying the quantity of each denomination for Safe Counts

Forecasting

MxConnect (Mobile)

Future Catering Orders

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - Store Managers

What's Changing?

The 2022.1 release of MacromatiX introduces the ability for store users to enter and manage Future Catering Orders through Forecasting in MxConnect. These future orders can then be used along with the system forecast to anticipate the demand for their inventory used in Suggested Ordering and Prep/Production planning.

When creating a new Catering Order, the user is able to specify:

  • Description of the Order

  • Service Type (Pick-Up, Delivery, etc.)

  • Date and Time Order is to be Delivered/Picked Up

  • Number of Guests being Served

Once an order is created, the user is able to add individual items and specify the quantity ordered. Users are able to save the order or submit it. The catering orders support the following statuses:

  • Pending (Order was created, but not yet updated with any items. Does not affect the forecast)

  • Open (Order was created and saved, but not submitted. Does affect the forecast)

  • Finalized (Order was created and submitted. Does affect the forecast)

  • Cancelled (Order was cancelled. Does not affect the forecast)

Reason for the Change?

To provide Store Managers with the ability to manage future catering sales, which will affect their forecasted sales and demand for products used in Suggested Ordering and Prep/Production Planning.

Customers Affected

All customers.

Release Note Info/Steps

Security Permissions

  • Mobile

    • Forecasting - Can Edit Catering Orders

Configuration Settings

  • Operations

    • Forecasting

      • Catering Order Allowed Service Types to Adjust

        • True/False selection of Service Types eligible for use when creating Future Catering Orders

Inventory

MxConnect (Mobile)

Locked Period Enforcement in Mobile Ordering

  • Enabled by Default? - Y
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - N
  • Roles Affected: - Store Managers

What's Changing?

The 2022.1 release of MacromatiX enhances Ordering and Receiving in MxConnect to prevent users from applying orders to a date/time that is within a locked period using the “Auto-Receive” when submitting new orders. Only users with the ability to edit closed periods are able to bypass the restriction.

Reason for the Change?

To prevent users from applying orders to periods that have been locked, which can cause discrepancies with reporting and bypasses operational procedures.

Customers Affected

All customers who use period lock functionality for inventory.

Release Note Info/Steps

Security Permissions

  • Mobile

    • Orders - Can edit closed periods

Configuration Settings

  • Mobile

    • Inventory

      • Mobile - Selection Type of Receive Date/Time in Inventory Finish Receive Dialog

        • Allow Entry

          • User can specify the receive date and time

        • Use Store Time

          • Receive date and time are set to the current store time and cannot be modified

      • Mobile - Selection Type of Receive Date/Time in Return Confirm Dialog

        • Use Receive Time

          • Return is applied to the same date and time as the receive and cannot be modified

        • Use Receive Time Allow Entry

          • Return is set to the same date and time as the receive, but can be modified by the user

        • Use Store Time

          • Return is applied to the store’s current date and time and cannot be modified

        • Use Store Time Allow Entry

          • Return is set to the store’s current date and time, but can be modified by the user

Integrated Ordering Enhancements - Phase III

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - Store Managers

What's Changing?

The 2022.1 release of MacromatiX introduces enhancements to how purchase orders are imported and updated based on information provided by the supplier.

  • Delivery Date is consistently reflected in the Order Summary and Detail views in MxConnect Ordering

  • Item Count in the Detail view in MxConnect Ordering correctly reflects the item count following receipt of a Shipping Confirmation

  • Ability to localize the comment automatically applied to orders created from the Purchase Order Import, which displays on the Ordering view in MxConnect.

  • The Purchase Order Import supports two new optional fields for Title and Description

  • Vendors are able to set or update the Invoice Number for a purchase order through the following API calls:

    • Update Order’s Adjusted Delivery Time

    • Update Order’s Temperatures

    • Update Order’s Container Items

Reason for the Change?

To provide additional capabilities for suppliers to update integrated orders in MacromatiX.

Customers Affected

All customers who use supplier integration for electronic orders through the Purchase Order import and Order APIs.

Release Note Info/Steps

No additional configurations are applicable to this feature.

Production

MxConnect (Mobile)

Dynamic Production Dashboard - Item Display Specification

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - Store Managers

What's Changing?

The 2022.1 release of MacromatiX enhances the Production Dashboard in MxConnect by allowing stores to designate specific names for which device their items should display on. Items can be associated with a single Display or multiple Displays by separating the Display Names with a comma.

Once defined, users can filter the items displayed by the desired Display Name so that only items relevant to the area of the restaurant where the display is positioned are visible. This preference is saved so that when the user navigates to the Production Dashboard in the future, it will automatically display items based on their desired filter.

Reason for the Change?

To allow users of the Production Dashboard to designate which display devices items should display on, providing improved usability.

Customers Affected

All customers who use the Dynamic Production Dashboard in MxConnect.

Release Note Info/Steps

Production Dashboard - Store Settings

Users with appropriate permissions can access a settings icon (gear) on the Production Dashboard screen in MxConnect. Within this settings window, the user is able to:

  • Specify the Auto-Print Quantity (if label printing is enabled) for each item

  • Specify the Display Name for each item

  • Modify the sort order of items

Note: If a Display Name is not specified for an item, it will only display on the Production Dashboard when the filter is set to “Display All Items”

Security Permissions

  • Mobile

    • MPC - Production - Store Configuration - Can Edit

      • Allows user to modify the display names assigned to items enabled for Production at their store.

Reporting

MMS (Web)

Analytics Updates for BOM Item Activity

  • Enabled by Default? - Y
  • Set up by customer Admin? - N
  • Enable via Support ticket? - N
  • Affects configuration or data? - N
  • Roles Affected: - Analytics Users

What's Changing?

The 2022.1 release of MacromatiX introduces several enhancements to RDS and the integration between MacromatiX and Analytics to support the reporting of batch recipe (BOM) activity against the recipe’s ingredients (and their corresponding categories) instead of the prepared items. The method by which this activity is reported is configurable, based on individual customers’ operational needs.

Based on the newly added configuration (described in the section below), inventory activity transmitted to Fourth Analytics will be attributed either to the Batch Recipe (BOM) items or their ingredients within the following extracts:

  • Stock History

  • Stock Item Stats

  • Stock Transactions

Please note that this enhancement was also patched back to make it available in the 2021.4 release version of MacromatiX.

Reason for the Change?

To allow users of Analytics for MacromatiX inventory activity and cost reporting to have usage of Batch Recipe items reflected against the raw ingredients to align with their

Customers Affected

Customers using MacromatiX and Analytics.

Release Note Info/Steps

Configuration Settings

  • Reporting

    • Exports

      • Inventory Analytics - Report BOM Item Quantities Against Ingredients

        • True/False - Indicates if exports to Analytics should reflect activity against ingredients (True) or Batch Recipe items (False)

Add Combo Deliveries to the Weekly Sales Report (WSR)

  • Enabled by Default? - Y
  • Set up by customer Admin? - N
  • Enable via Support ticket? - N
  • Affects configuration or data? - N
  • Roles Affected: - Store Managers

What's Changing?

The 2022.1 release of MacromatiX enhances the existing customer-specific Weekly Sales Report (WSR) to provide detail of combos sold through Delivery versus In-Shop. With this enhancement, Combo Deliveries are displayed on line 19 of the report, replacing the “Party Sub” line. Line 32 of the report continues to include In-Shop Combos.

Reason for the Change?

To provide users of the Weekly Sales Report an improved representation of their sales activity as it relates to delivery orders.

Customers Affected

The customer who uses the Weekly Sales Report (WSR).

Release Note Info/Steps

No additional configuration settings are applicable to this feature. The report should be marked as active within the Report Selector for users to access it.

Raw Product Cost Report Updates

  • Enabled by Default? - N
  • Set up by customer Admin? - Y
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - Store Managers

What's Changing?

The 2022.1 release of MacromatiX includes the following changes to customer-specific versions of the following reports and their associated exports:

  • Raw Product Cost Summary

    • Promo Cost calculated only against the quantity of items where promos were applied

  • Raw Product Cost Item

    • Total Cost displayed on the Summary and Item reports match

    • Include the cost of items where the “In Use” flag was turned off during the reported period

  • Cost Per Finished Product

    • Include a column for “Condiment Cost” under each category

Reason for the Change?

These changes are intended to provide consistency between the information provided across the reports and ensure promo costs and total costs are calculated correctly.

Customers Affected

The customer utilizing the customized versions of these reports.

Release Note Info/Steps

The three customer-specific versions of these reports should be marked as active in the Report Selector for the customer’s environment:

Title Report ID Report File Name
Raw Product Cost Summary 1449 /Service/Reports/RawProductCostSummary_MCDTW
Raw Product Cost Item 1448 /SQL/Reports/RawProductCostItem_MCDTW
Cost Per Finished Product 1458 /SQL/Reports/CostPerFinishedProduct_MCDTW

Workforce

There are no Workforce features added in the 2022.2 release.

CloudLink

There are no CloudLink features added in the 2022.2 release.

LiveLink

Remove PII Data from LiveLink Trace Log

  • Enabled by Default? - Y
  • Set up by customer Admin? - N
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - System Administrators

What's Changing?

During the development cycle of the 2022.1 release of MacromatiX, an enhancement to the trace log generated by LiveLink was applied to improve the security of PII (Personal Identifiable Information) data. This information was previously logged when employee information was added or modified on the point of sale (if provided):

  • Full Name

  • Date of Birth

  • Emergency Contact

  • Address

  • Phone Number

  • Social Security Number

With this enhancement, the employee information provided by the point of sale continues to be processed into MacromatiX where the data is protected and only visible to authorized users, but is no longer recorded in the plain text trace log file.

Please note that LiveLink is release independent. This enhancement is available in the latest version of LiveLink, 22.01.600.8697.

Reason for the Change?

To protect Personal Identifiable Information (PII) from theft or misuse.

Customers Affected

All customers.

Release Note Info/Steps

No configuration settings are applicable to this feature.

RDS

Add Store-Level Introduction and Discontinue Dates to RDS

  • Enabled by Default? - Y
  • Set up by customer Admin? - N
  • Enable via Support ticket? - N
  • Affects configuration or data? - Y
  • Roles Affected: - Corporate Reporting

What's Changing?

The 2022.1 release of MacromatiX enhances RDS by adding four new columns to the existing VendorStoreInventoryItem table:

  • IntroductionDate - The date the vendor item was introduced to the store

  • DiscontinueDate - The date the vendor item was discontinued from the store

  • DiscontinueDateOverridden - Indicates whether the item is hidden from the store’s Order Guide as if it was discontinued

  • DiscontinueDateOverrideEnabled - Indicates if the item is eligible to be hidden from the store’s Order Guide

Reason for the Change?

These additional fields in RDS will allow users to build queries to report against which vendor items are active across stores within their organization.

Customers Affected

All customers who have RDS.

Release Note Info/Steps

No configuration settings are applicable to this feature.

Bug Fixes

Core

MMS (Web)

  • Server Manager - Daily Stock Balance Inventory Adjustment Message Errors
    An issue within the Daily Stock Balance process resulted in inventory adjustment messages referencing “ghost items” (items with no ID value) that caused the instance of Server Manager processing the messages to halt. The Daily Stock Balance processing logic has been updated with improved exception handling and logging in the 2022.1 release to prevent errors in this scenario from affecting the operation of Server Manager.

Financial

MMS (Web)

  • Financial Group Setup - List of Promo Types Not showing in Dropdown List
    Financial Group Setup allows for mapping of individual types to Financial Groups for the purposes of Reconciliation and KPIs within Cash Management. An issue causing distinct promo types not being listed as available to add has been resolved in the 2022.1 release.

MxConnect (Mobile)

  • Safe Count Usability Issues
    Two usability concerns identified relating to Safe Count functionality in MxConnect have been resolved in the 2022.1 release. These include:

    • Hide the “Rolls/Bundles” column within the Count by Denomination Modal if rolls/bundles are not used based on Currency configuration.

    • Allow users to access the Count by Denomination Modal by clicking the “Change Fund” input field instead of just clicking on the field label.

  • Deposits - Requested Operation Failed Error
    When attempting to access the Deposits screen in MxConnect, users were encountering a “Requested Operation Failed” error. This error was caused due to a compatibility issue between a procedure used to obtain the total amount deposited for the day and the version of SQL Server. This procedure has been updated in the 2022.1 release to resolve the compatibility issue and ensure the screen loads properly.

Inventory

MxConnect (Mobile)

  • Incorrect Item Recorded in Inventory Waste
    An error in the logic listing items when searching for items to waste in MxConnect was found to cause incorrect items (not the item selected) to be recorded as wasted. This error has been corrected in the 2022.1 release, ensuring that the item selected through the search populates the correct item to record waste against.

  • Transfer Date Not Populated for Some Transfers
    The 2022.1 release includes a fix to address a discrepancy in how the Transfer Date value is populated for transfers created in MxConnect. This value was properly recorded for transfers initiated by the sending store but failed to record a Transfer Date when the transfer was initiated by the Receiving Store. Both transfer methods now properly record the Transfer Date.

Reporting

MMS (Web)

  • GP Variance Report Header and Calculation Issues
    Two issues relating to the custom “GP Variance” Report released in 2021.3 were identified and resolved with the 2022.1 release:

    • Removal of the currency symbol from the Variance column header

    • Correct calculations for Theoretical Usage and Variance for certain items

MxConnect (Mobile)

  • Area Summary Report Error
    Errors encountered when attempting to view the Area Summary report in MxConnect resulting from a change to how the data is sourced introduced in the 2021.3 release of MacromatiX. This error occurred if the year portion for dates in the store’s Fiscal Calendar did not match the expected “YYYY” format. The logic behind this has been updated to accommodate alternative formats without resulting in an error.

Workforce

MxConnect (Mobile)

  • My Schedule Not Showing all Shifts
    Front-end UI updates introduced in the 2021.1 release were found to cause an issue with the “My Schedule” view in MxConnect where employees who were scheduled for multiple shifts in the same day were only able to view their first scheduled shift. The 2022.1 release addresses this issue, allowing employees to view all their assigned shifts, even if scheduled for multiple shifts with different job codes or pay rates on the same day.

LiveLink

  • Unable to Active LiveLink
    During initial activation, LiveLink attempts to obtain hardware information about the device on which it is installed. This information is not accessible on certain devices, causing LiveLink activation to fail. Additional logic was added to populate generic ID information if the device cannot provide it. This fix is available in LiveLink version 21.11.600.8559 or later.

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