This article reviews the releases from Q3 of 2024.


July 2024

Accounting


Lock/Unlock Budgets

Accounting users with the ‘Lock/Unlock Budgets’ permission enabled can lock and unlock budgets. Locking a budget prevents other users from making changes to the budget. Likewise, unlocking a budget allows changes to be made. Without the necessary ‘Lock/Unlock Budgets’ permission enabled, Accounting users cannot freely make changes to existing budgets.




View Activity in My Workflows

The My Workflows page now includes a Show/Hide Activity button that can be used to view a history of all action performed on the selected workflow. The Activity pane also allows users to attach comments to the workflow.




Assign Missing Items in Docs to Process

When there are unlinked vendor items on the Draft Transaction sidesheet in Docs to Process, users will be notified of the number of unlinked items. From the Unlinked Items tab, users can assign existing items in R365 to vendor items or create new items to link to the vendor items. 




Create UofM for Purchased Items

Users can now create new units of measure for purchased items from the Draft Transaction page of Documents to Process. When a document, such as an AP invoice, includes a new purchased item, the unit of measure for that item might not exist in the system. Users can select the Assigned Details drop-down in the Linked Items section of the Draft Transaction to create a new unit of measure.




AP Capture Automatically Creates Vendor Item Numbers

When an invoice includes a vendor item that does not have a Vendor Item Number, R365 automatically creates and assigns a Vendor Item Number by appending the UofM to the Vendor Item Name.


Example: Ground Beed - 1lbs


The automatically assigned Vendor Item Number can be edited later in the Vendor Item record that gets created when the transaction is saved.


For more information about fields in the Details section of Draft Transaction, see Documents to Process Page.

Operations


Purchase Order and AP Invoice Automap

Purchase orders and AP invoices will now automatically link to one another when both the purchase order and AP invoice meet specific criteria. 



A submitted PO will automap to an AP Invoice when:

  • The PO/Inv. have the same vendor
  • The PO/Inv. have the same location
  • The PO total and invoice amount are within a certain % variance, and the PO delivery date and invoice date are within a certain number of days. These are dependent on the tiered matching rules.


Read about the automap match rules here. 



Smart Ops AP Invoice Templates

AP Invoice Templates can now be created for non-integrated vendors for more efficient AP Invoice entry. 



These templates can then be used to create new AP invoices. This feature will include the following updates:

  • A new Invoice Template form
  • New Templates tab on the Invoices page
  • Template selector added to the Smart Ops AP Invoice form
  • New Food AP Invoice Template permissions



Purchase Orders: Vendor Item Name Column

A new column labeled Vendor Item Name will be on the purchase order form. This column will be hidden by default.




Users can now link vendor items from Credit Memos in Smart Ops! When an unlinked item exists on an uploaded credit memo, the Unlinked Items tab will appear, where users can link vendor items to existing R365 items. This will help users get more accurate metrics across their system.




DSS: Identifying Minors

Minors will now be identified by a red dot when reviewing labor on the Daily Sales Summary.




Schedule: Identifying Minors

Minors will now be identified by a red dot on the shift card in day view or week view when grouped by job or department.


 

 

Schedule: Printed Schedule Enhancements


Users will now be able to toggle on the following options for the printed schedule:

  • Identify Minors  when the schedule is grouped by job or department. This will appear on the shift card in front of the employee’s name.
  • View Unassigned Shifts
  • View the Total Hours when grouped by Job or Department.


Schedule: Mass Delete Unpublished Shifts in Day View

Shifts can now be deleted in bulk when in Day View by clicking the Select Unpublished button or multi-selecting shifts, then clicking the Delete icon. 




Location Record: Daypart Validation

When a location record has dayparts that overlap, users will now be prompted to update dayparts before saving changes to the record. This will prevent issues caused by overlapping dayparts.



Form Component Enhancements

The following enhancements are being made to Form components:


New Form Components
  • Date Range - Allows users to selects a start and end date. 
  • Date - Allows users to select a single date.
  • Date & Time - Allows users to select a single date and a specific time.


Drag and Drop Components
  • Users can now drag and drop form components onto a form template as well as drag and drop components and sections to rearrange the form template tasks.
Field Level Description Attachments
  • Users will be able to include attachments to any form field in the event that a field needs clarification or an example.



Forms Preview Form Template

When building a form template, users can  preview the form to see to view the user experience. 





Forms: Print Form Template

Users can now print a form template to complete a hard copy of the form.




Forms Progress Section

Users can now view their current completion progress as they are completing a form.




Task Management: Task Dashboard History Table

Users can now view the task dashboard's completion data on the history graph in a table view.



Mobile


Ordering Enhancements

The following enhancements have been made to mobile ordering:


Address Field Name Change:
  • The Vendor Address field is now Delivery Address. This should be the address of where the order is to be delivered.
Save and Add to Template:
  • When an item is added to an order that was made using a template, users will be asked whether to add the item to the order only or to the order and the template being used.

Order Cutoff Times:

  • When the organization is ordering from a vendor that uses delivery schedules, users will be notified of the order cut off time to meet the next delivery date. When the order is made after the cut off time, the delivery date will move to the next available delivery date as on the delivery schedule.


Reports


Employee Certification Report

Managers can run the Employee Certification Report for a quick view of their employee's current certifications. This report can be especially useful when making scheduling decisions or to remind employees if their certifications are out of date. For example, if employees are expected to complete an annual food safety training, this report shows which employees are overdue to renew that certification.




Guest Transaction Detail

The Guest Check Transaction Detail allows users to view transaction details on individual guest checks to effectively address customer concerns. For example, if a customer has a complaint about the quality of their meal and requests a refund, the user can run this report to gain details about the transaction and refund the relevant items in the guest's order. The report provides access to comprehensive check information, including the check number, cashier name, items sold, any discounts applied, the total amount of the charge, any change due, and the method of payment.



New Columns in Employee Merge Report

The following columns have been added to the Employee Merge report:

  • User Name - R365 username mapped to the employee record, if applicable.
  • Scheduled Shifts - Total number of shifts that have been assigned to the employee record throughout the entire history of the record.
  • Availability - Indicates whether the employee's availability schedule has been configured. Possible entries include:
    • Modified - Some days of the week and/or times of the day are blocked off on the employee's availability schedule.
    • Open - The employee's availability schedule shows that they are available at all times of the day, all days of the week. This is the default setting for availability and might indicate that the employee record is not the primary record or is not fully configured.
  • Created On Date - Date when the employee record was added in R365.



Highlight Auto Clock Out in Weekly Labor Evaluation

When the Highlight Auto Clock Out parameter is enabled on the Weekly Labor Evaluation, any out punches that occurred at the specified time of day are highlighted on the report. This parameter can help identify out punches that were created automatically by the POS.


The time must be entered in a 12-hour format. Example: 10:00 AM, 4:00 PM.




Sort Labor Hour and Rate Analysis by Primary Location

The Labor Hour and Rate Analysis can now be sorted by Primary Location. When this parameter is enabled, employees are grouped by their primary location to provide a more accurate and detailed view of hours and wages for each employee.



View Other Pay in Labor Actual Vs Scheduled - Punch Details

The Other Pay column has been added to the Labor Actual Vs Scheduled - Punch Details report, allowing users to more accurately track labor costs.



Identify Minors in Labor Actual vs Scheduled Reports

The Identify Minors parameter has been added to the following Labor reports:


Filter Location Comparison Report By Date Range

The Location Comparison Report can now be filtered by date range.