August 23rd 2022, Release Note: RME | Admin Set Management, Reports, Approvals Audit History

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: August 23rd 2022

Set Type Filter and Validation Warning: Records Should not be in Different Set Types

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - Data managers with access to Set Management functionality

What's Changing?

In Set Management, a warning message and 'set type' filter for search results have been added to the 'Add [ingredient/recipe/menu/menu cycle]' selection window.

Reason for the Change

To reduce the likelihood of records being added to different set types.

Customers Affected

All customers using Set Management (admin function).

Release Note Info/Steps

 Inventory customers do not typically have Set Management enabled. Movement of records between 'live' and 'archive' sets using Set Management does not capture the correct status for the record(s) for Inventory.

Configuration:

• Global database setting 'Set Type Enabled' = true
• Existing sets have a 'set type' specified (set type options are 'trial', 'live', 'archive') - see Fig.1

Workflow

• Go to the admin tab and select either Ingredient, Recipe, or Menu Sets from the 'Search' drop-down

The following instructions are based on Ingredient Sets being selected

• Select a specific set from the 'Results' list
• Then select Edit and go to the Ingredients tab
• Select [Add Ingredients] and Search for an Ingredient

Search results will be limited to records in the current 'set type'.

• Change the set Type filter (Fig.3)

A warning will then be displayed (Fig.4).

• Search again

Search results will now match the new set type, e.g. 'Trial set'.

When the above configuration is enabled and the set Type filter is changed, the warning will display.

This warning highlights best practice, i.e., that the records should not be in two different set types. 

While the 'add' operation can continue after the warning, it should be noted that records in different set types might not synchronise correctly with the Inventory solution.

Fig.1 - Set type indicator is displayed on the set Details tab

Fig.2 - Trial ingredient in Trial set (example, Brewdog Lager)

Fig.3 - In Set Management, when a 'Live' set is selected, the new 'Set Type' filter defaults to the current set's 'type'.
Search results will be returned for records in the specified set type ('Live' sets in this example).
'Brewdog Lager' does not return in search results because it is in a 'Trial Set'. 

Fig. 4 - When the Set Type filter is changed, a warning is displayed.
In this example, due to the Set Type filter, search results will be those in 'Trial' sets.

Additional Resources

Links to related articles/release notes:

March 23rd 2022, Release Note: RME: Set Validation, Menu Archive, Price Band Override Template
Inventory Restaurants: Recipe and Menu Engineering (RME) Administrator Training

New Report:  Inventory Data Readiness - Ingredients, Including SMART Categories

• Enabled by Default? - No
• Set up by customer Admin? - No
• Enable via Support ticket? - Yes
• Affects configuration or data? - No
• Roles Affected: - Data managers, usually those preparing to synchronise their data with the Inventory solution

What's Changing?

A new report is available, aimed primarily at Solution Consultants and customers who are preparing their data for use in the Inventory solution.

Reason for the Change

Ease of use checking data readiness and validity for Inventory synchronisation

Customers Affected

Optional. Available to all customers.

Release Note Info/Steps

This report can be enabled via a request to Fourth's Support team. 

The report is called:

Fig. 5 - New report is called: Inventory Data Readiness - Ingredients

This ingredient report is designed to help Inventory customers check that their ingredient data is ready for Inventory usage.

The report displays the following values:

Product Key, Ingredient Name, Supplier Name, Supplier Code, Internal Code, External Code, Supply Quantity, Order UoM, Current Cost Price, Invoice UoM, Current Invoice Cost Price, Default Ingredient Category to first sub-category level, Cost Centre Category.

'Return to' in the Approvals workflow is now captured in a record's audit history

• Enabled by Default? - Yes
• Set up by customer Admin? - No
• Enable via Support ticket? - No
• Affects configuration or data? - No
• Roles Affected: - User groups for which 'Approvals Workflow' and 'Return to' options are configured

What's Changing?

Use of 'Return to' in the Approvals workflow is now captured in a record's audit history.

Reason for the Change

More detailed tracking of a record's progress through approvals.

Customers Affected

All customers using Approvals workflow and 'Return to' functionality.

Release Note Info/Steps

When 'Return to' is used for a record in the Approvals workflow, this action is captured in the record's audit history.

Fig.6 - 'Return to' action is captured in a record's audit history

Additional Resources

November 24th 2021, Release Note: RME: Option in Approvals Workflow to 'Return to' Specific Approving User Group