In Q4 of 2022, in conjunction with the rollout of Custom User Roles, the navigation menus throughout R365 are being updated. 


This update consolidates the navigation for the Classic Operations and Scheduling pages into Smart Ops. The consolidation includes the left navigation 'Operations' and 'Scheduling' menus, as well as the top navigation 'Items' and 'Scheduling' drop-down menus. Since most Classic Operations and Classic Scheduling grids and forms will open directly within Smart Ops, most Users will no longer need to switch between the Smart Ops and Classic experiences. 


With this update, the navigation options displayed for each User are based on the specific 'View' permissions within their User Roles. Custom User Roles can be used to create tailored navigation experiences where only the pages a User needs are displayed. 





Module Selector


The Module Selector has been updated with new menu options. Only options enabled for your database will be displayed. Options with the link icon will open in a new tab.




Accounting


All of the Accounting navigation options can be found in the 'Accounting' menu.


The following options have been moved to the 'Reports' category:

  • Budgets
  • P&L Comparison

Smart Operations


All of the Operations and Scheduling navigation options can be found in 'Smart Operations'. Clicking this option will open 'Smart Ops' in a new tab. 


Detailed information for the deprecated Scheduling and Operations menus can be found below. Current documentation for the combined Smart Ops navigation menu is found here


Workforce 


All of the R365 Payroll navigation options can be found in 'Workforce'. Clicking this option will open 'R365 Payroll' in a new tab. 



Franchising


All of the Franchising navigation options can be found in the 'Franchising' menu.


An additional navigation category for Reports and Dashboards has been added to this menu.



Catering


Most of the Catering navigation options can be found in the 'Catering' menu.

  • 'Customers' has been removed, and can now be found in the 'Accounting' menu

The following navigation options have been renamed:

  • 'Tasks' has been renamed 'Catering Tasks'

  • 'Events' has been renamed 'Catering Events'


An additional navigation category for Reports and Dashboards has been added to this menu. 




Payroll


The APS Payroll navigation options can be found in 'Payroll'. Clicking this option will open 'APS Payroll' in a new tab 



Manager Log


Most of the Classic Manager Log navigation options can be found in the 'Manager Log' menu

  • 'Announcements' has been removed, and can now be found in 'Smart Ops'


An additional navigation category for Reports and Dashboards has been added to this menu.




Deprecated Top Navigation Items and Scheduling Menus


The 'Items' and 'Scheduling' top navigation drop-down menus have been deprecated. Most of the options found in these menus can now be found as buttons on their corresponding pages within Smart Ops. 


 

Items Drop-Down Menu


The following navigation option has been moved to the 'Customer' drop-down menu on the Classic top navigation ribbon:


Legacy Menu CategoryLegacy Navigation OptionClassic Top Navigation LocationScreenshot
SetupNew Sales ItemCustomer drop-down menu



The following navigation option has been moved to the Smart Ops left navigation menu:


Legacy Menu CategoryLegacy Navigation OptionSmart Ops Navigation CategoryScreenshot
TransactionsPrep LogFood



The following navigation options have been changed to buttons found on the Smart Ops pages listed below:


Legacy Menu CategoryLegacy Navigation OptionSmart Ops PageScreenshot
SetupNew RecipeRecipes
New Memorized prep logMemorized prep log
New Unit of MeasureUnits of Measure
New Vendor ItemVendor Items
New Item LocationItem Locations
New Purchased ItemItems (classic)
New Item CategoryItem Categories
New Prep StationPrep Stations
TransactionsNew Commissary OrderCommissary Orders
ToolsUpdate Recipe CostsRecipes
Verify Item SetupItems (classic)



Scheduling Drop-Down Menu


The following navigation options have been changed to buttons found on the Smart Ops pages listed below:


Legacy Navigation OptionSmart Ops PageTabScreenshot
New Blackout DayManager ToolsBlackout Days
New AnnouncementAnnouncements
New EventEvents
New EmployeeEmployeesN/A
New JobJobsN/A
New Job ResponsibilityResponsibilitiesN/A
New DepartmentDepartmentsN/A
New SiteSitesN/A



Deprecated Left Navigation Scheduling Menu


The legacy 'Scheduling' menu has been deprecated. All Scheduling features and configurations can now be found within Smart Ops. 


Previously in Smart Ops


The features of the following Scheduling pages can be found as tabs on the existing Smart Ops pages listed below:


Legacy Scheduling PageSmart Ops
Navigation Category
Smart Ops
Page
TabScreenshot
Hourly ForecastSales & ForecastingForecastingHourly Forecast
Labor Matrix SetupLaborAdminLabor Matrix
Break RulesBreak Rules
Overtime RulesOvertime Rules
Minor RulesMinor Rules
Blackout DaysManager ToolsBlackout Days
AnnouncementsAnnouncements
EventsEvents



The features of the following Scheduling pages can now be found on the existing Smart Ops page listed below: 


Legacy Scheduling PageSmart Ops Navigation CategorySmart Ops PageScreenshot
ScheduleLaborSchedule
JobsTeamJobs
ResponsibilitiesResponsibilities
DepartmentsDepartments
SitesSites



New to Smart Ops


The following Classic Scheduling pages have been added in Smart Ops, and can now be found within the Smart Ops categories listed below:


Legacy Scheduling PageSmart Ops Navigation CategorySmart Ops PageScreenshot
Schedule NowLaborScheduled Now
EmployeesTeamEmployees (classic)



Note: The tag '(classic)' indicates that the page listed is also available as an existing Smart Ops page.



Deprecated Left Navigation Operations Menu


The legacy 'Operations' menu has been deprecated, and most of its navigation options were moved to the 'Smart Ops' menu. 


Found in the 'Accounting' Menu


The following Classic Operations pages can be found in the 'Accounting' menu in the categories listed below:

  • Note: If the 'Accounting' module is not enabled, these options will be available in Smart Ops or the 'Reporting' category within the Manager Log 


Legacy Operations CategoryLegacy Operations OptionAccounting Menu CategoryScreenshot
SalesDaily Sales SummaryGeneral Ledger
PurchasesAP TransactionsAccounts Payable
Memorized AP Transactions
Vendors
ReportsCustom Financial ReportsReports
P&L Comparison
Budgets
Financial Dashboard
AdministrationGL AccountsGeneral Ledger
All TransactionsTransactions
Transaction Details
AutonumberingAdministration
Locations
Location POS Groups
POS Mapping Tool
Fiscal Years
Users
Docs to Process Log


Retired Classic Pages


The 'Classic' versions of the following Operations pages have been deprecated. Previously, these navigation options redirected to the current Smart Ops pages. The current Smart Ops pages are listed below: 


Legacy Navigation OptionSmart Ops CategorySmart Ops PageTabScreenshot

Stock Counts - V2FoodInventoryCounts
Stock Count Templates - V2Templates
Purchase OrdersOrdersOrders
Memorized Purchase OrdersTemplates

 


New to Smart Ops


The following Classic Operations pages have been added to Smart Ops, and can be found in the categories listed below:


Legacy Navigation OptionSmart Ops CategorySmart Ops PageScreenshot
Sales TicketsSales & ForecastingSales Tickets
Menu ItemsMenu Items
Menu Item LinksMenu Item Links
Menu Item CategoriesMenu Item Categories
RecipesFood AdminRecipes
IngredientsIngredients
Memorized Prep LogsMemorized prep logs
Units of MeasureUnits of Measure
Item LocationsItem Location
Inventory TransactionsInventory Transactions
ItemsItems (classic)
Item CategoriesItem Categories
Prep StationsPrep Stations
Commissary OrdersCommissaryCommissary Orders
Mass FulfillmentMass Fulfilment
Fulfilled TransactionsFulfilled Transactions
Commissary AR InvoicesCommissary AR Invoices


Note: The tag '(classic)' indicates that the page listed is also available as an existing Smart Ops page.