View new and updated documentation updates for a quick look into recent changes in R365! Review the listing below to see what you may have missed.


Type
Release Date
Title
Description
Update8/6/2020New Scheduling: ShiftsShifts now include Shared Employee Shift Tiles. When an Employee is scheduled to work at more than one Location, the Scheduler will be able to view the Shifts at those other Locations on the Schedule Calendar in grayed out boxes in the Employee View. These are only for reference and will not appear on a Location's schedule when printed.
Update8/6/2020New Scheduling: Schedule Calendar
The Schedule Calendar now includes Shared Employee Shift Tiles (can view in the Shifts description above) and the Alert Function. The Alert Function is an additional feature where a Manager can remind Employees about a shift (scheduled or canceled) without the need to Publish or Unpublish.
Update8/6/2020ForecastingIf you have Custom Sales Forecasting enabled for your instance, the dates in the Forecasting window will be listed in blue and hyperlinked to their Daily Forecast for easy reference!
Update8/6/2020
New Scheduling: AnnouncementsAnnouncements now allow for multi-location selections and the ability to select by Department and/or Jobs (if only on Location is selected). Only Users who have access to all Locations selected can edit that Announcement.
Update8/6/2020
New Scheduling: Blackout DaysBlackout Days now allow for multi-location and multi-day selections to be made when entering Blackout Days. Only Users who have access to all Locations selected for a Blackout Day will be able to edit that day.
Update8/6/2020
R365 Financial Report Writer: Report Packages
When GL Detail is included in a Report Package, the YTD Income will also be displayed in the report as if it were an Account. The value entered will be the Net Income for the selected Date Range.
Update8/6/2020Item LocationsThe Prep Log Checkbox has been renamed to 'Log Prep' for both the Item Location and Recipe Item records and has been moved from the 'General' tab to the 'Recipe' tab on the Recipe Item record.
Update8/6/2020Recipe Item Record
New7/16/2020
POS Account Management OverviewThe POS Account Management page allows Rules to be created for POS Accounts that are brought in from the POS. When the DSS is imported and contains any unmapped POS Accounts, Active Rules will automatically run and attempt to match with an unmapped account if the Rule criteria is met. When matched, the POS Account record will be automatically mapped and saved in R365. If some accounts are not matched, new Rules can be created via this page and ran for any Unapproved Daily Sales Summaries. Once all previously unmapped POS accounts are mapped for a DSS, the DSS Journal Entry will automatically be recreated. To help initiate this process, R365 provides default Rules that can be marked as 'Active' and ran for the most common POS Accounts. Review these articles to learn more about this feature!
New7/16/2020
POS Account Management: Default Rules
New7/16/2020
POS Account Management: Creating a Rule
New7/16/2020
POS Account Management: Running a Rule
Update7/16/2020Approving WorkflowsAP Invoices assigned to a User can be Approved in the R365 Mobile App (Black). AP Invoices not assigned to a User will not have the 'Approve' option available.
Update7/16/2020Theoretical on Hand (report)The Theoretical On Hand report includes a breakdown of Sales, Purchases, Transfers, and Waste between the last Stock Count and the 'As Of' date to calculate the Theoretical Inventory for a selected Location
Update7/16/2020
Security Role DescriptionsTwo additional Primary Security Roles were created to provide restricted access to Users. These roles include: Limited Accounting Clerk and Limited Accounting Manager.
Update7/16/2020Location ProfileLocation attributes can be imported via the Import Tool. View this training article to learn how!
Update7/16/2020R365 Financial Report Writer: Report Packages
Word documents can now be added alongside PDF documents to a Report Package. When Word documents include a variable option, the system will interpret and replace it with the corresponding system value. Additionally, Users can select a default View for running a Report Package. View this training article to learn more!