Auto Update 141: New Truck Routes Feature and More

New in this release: Truck Routes

New Features

**Click on any of the links to be taken to that section of the Help files.**

  • New! A new Truck Routes form to easily manage truck routes for the district. A new feature has been added to set up multiple truck routes to Inventory: Administration: Truck Routes. NOTE: Any truck routes that were previously set up in Site Setup will automatically be moved to this form, and will function as before. No changes will be needed.

    • Select a Truck Route in the upper grid. The Selected Route will display.
    • Select a Site Group to filter the results of the Delivery Sites or leave the default to All Site Groups.
    • Select the Delivery Sites to be included in the Truck Route by checking the box next to the site.
      • A Delivery Site CAN be on more than one Truck Route; however, an Item can only be delivered to ONE Delivery Site per Truck Route.
    •  Click the  button to assign items to the Truck Route.

      • You can select options from the filters in the Filter by section to filter the Item results in the grid.  Or,
      • You can enter an Item Code, Description, or Assigned Route name to in the Search by the field to search for the Item.
      • Check the Items you want to be added to the selected Truck Route by checking the box next to the item.
        • If a row is red and has a name under the Assigned Route heading, one or more sites assigned to this Truck Route already receives this item from a different route, so it cannot be assigned again.
        • The name under the Assigned Route column is the Truck Route that the item is assigned to.
    • Click Save. And click Save again on the previous form.
    • Select a route and click to print a report that displays a summary of Sites that the Truck Route delivers to, and the Items delivered to those sites.

  • New! Items can be set up to be ordered from specific sites, also called ‘Exclusive Ordering Sites’. In Inventory: Administration: Site Setup, an additional column has been added to the Assign Items to Site form to assign an Exclusive Ordering Site to items. This is optional.

    • The customer can select any Warehouse/Kitchen available as the location this item should be ordered from.
      • Warehouses/Kitchens Available will be from what is set up in the Warehouse/Kitchen Tab.
    • The exclusive Warehouse/Kitchen location can only be set for items that are not Vendor Only.
  • Or, the customer can assign items using the Assign Exclusive Ordering Site Utility under Inventory: Utilities. This new utility was added to allow the customer to quickly assign items to an exclusive ordering site.

    • Items for Delivery Sites can be viewed by Sites or Site Groups.
    • Items that will display can be filtered by Storage Location, Item Group, Bid Group, Account Category or Vendor.
    • Items that will display are not Vendor Only, and at least one of the selected sites has access to order the item.
  • New! The ability to Import Student Pictures from Aeries and VendorLink has been added to System Management: Utilities. This will automatically attach the pictures to student accounts in Point of Sale. It will only import pictures for Active students.

    • Aeries Customers: a warning message will appear before the import starts to let the customer know that the import may take a while, and no new components can be opened during the import.

      • VendorLink Customers: a manual sync must be completed through Administration: Auto Transfer Settings before student pictures can be imported.

Other Enhancements
Process Orders

  • When the Create button is clicked on the Process Orders form, the Warehouse/Kitchen location (exclusive ordering site) will be considered when processing orders.

Warehouse Load Report

  • The report will now use the new Truck Route information to see which sites go to which Truck Route, so the information is up to date.

Truck Routes Assignment Report

  • A new report has been added that allows the customer to display a list of items that are and are not currently assigned to a truck route to easily identify items that may be mis-assigned to a truck route.

Assigned Items Report

Unassigned Items Report

Point of Sale/Accountability
Serving Reports
State-Based Reports: Virginia: Daily Record

  • Additional columns for After-school Snacks are now available.
    • The additional columns on Page 1 are:
      • Paid Claim
      • Reduced Claim
      • Free Claim
      • Total Claim

        • The additional column on Page 2 are:
          • ASP (Total)

System Management
Auto Transfer Settings

  • Additional features have been added to the Aeries connector.
    • An option to import Serving Number has been added.
      • The customer can skip this field (default).
      • The customer can select to import OldPermanentID from the Aeries field in the grid.
    •  An option to import OldPermanentId as student number has been added.
        • The customer can select to import OldPermanentID from the Aeries field in the grid.
          • The district must be using Aeries v4 to be able to import OldPermanentId as Student Number; otherwise, they will receive an error and nothing will import.

  • Additional features have been added to the VendorLink connector.
      • The button will help verify if you have user rights to import student pictures.
      • Method: StudentPicture will be set to ‘True’ if your customer has access to import pictures.

    • The  button displays a list of site IDs for StateProvinceId and LocalId from the Site dropdown in the grid that are not found in Meals Plus.
      • This form aids customers in identifying sites that are not found and/or mapped properly in Meals Plus.
      • This information is also automatically copied to your computer’s clipboard, so you can easily use it in other programs.

Manage Purchase Order

  • The The ‘Object reference not set to an instance of an object’ error after clicking Save when creating a non-inventory PO has been corrected.
  • The ‘Column TransactionId does not belong to table Table2’ error preventing the non-inventory PO from closing has been corrected.
  • When closing multiple Purchase Orders at one time, the Purchase Orders will be moved to the ‘Closed’ section.
  • The error occurring when attempting to close a selected Warehouse or Central Kitchen Purchase Order when clicking the Close Purchase Order(s) button has been corrected.

Receive Inventory/Commodity

  • Warehouse orders associated with one or multiple Handling Fee PO’s will now display correctly on the Receipts form. The correct Handling Fee PO Id displays on the Receipts form when GL type is School LINQ, and when it is not School LINQ. Additionally, the Receive Inventory and Receive Commodity forms have been optimized.

Point of Sale
Serving Reports
State Based Reports: Virginia: Daily Record

  • The Over/Under field has been expanded to adequately display the amount, and the report will now display in order of Date.

Student Eligibility
Manage Application: Archived Applications

  • The error with SSN that was preventing Archived Applications from displaying has been corrected.

Direct Certification/Exempt

  • When a Reduced student is on an application with a Free student, they will be set to the proper status when using Case Type Mapping.
  • The error where a status 2 student was still being updated through the Direct Certification utility after being selected for Verification has been corrected.

District Functions—Reports
Parent Information

  • The Or Email Address search field now allows up to 50 characters.