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mymicros.net Enterprise Maintenance Services User Manual

1. Enterprise Information Portal Enterprise Maintenance Services EMS User s Manual Copyright 2004 MICROS Systems Inc Columbia MD USA All Rights Reserved mymicros net Enterprise Information Portal Declarations Warranties Although the best efforts are made to ensure that the information in this manual is complete and correct MICROS Systems Inc makes no warranty of any kind with regard to this material including but not limited to the implied warranties of marketability and fitness for a particular purpose Information in this manual is subject to change without notice No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or information recording and retrieval systems for any purpose other than for personal use without the express written permission of MICROS Systems Inc MICROS Systems Inc shall not be liable for errors contained herein or for incidental or consequential damages In connection with the furnishing performance or use of this manual Trademarks Adobe and Acrobat Reader are trademarks of Adobe Systems Inc Microsoft SQL Server Excel Windows Visio 2000 are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Design amp Production This manual was written with Microsoft Word 2000 Printing History New editions of this manual i
2. 10 Select the publishing schedule to determine when the changes will go into effect Select how you wish to publish these changes C Publish Now Create anew batch to publish Name New Dessert Effectivity Date 11 21 2003 Time IRESWUBAS Addto an existing batch Select existing batch e Publish Now Select this option to publish the changes as soon as possible This option is used to immediately change a single item Immediate changes are made as soon as the selected locations receive the batch e Create a new batch to publish Select this option to add these changes to a new batch to be sent at a later date and time This option is used to send multiple changes at one time So when you finish adding or editing the first item in the batch choose this selection and set up a batch name date and time All remaining items will be added to this batch by selecting the Add to an existing batch option e Name This field autopopulates with a name for the new batch Enter a new name if necessary e Effectivity Date Select the effective date for the new batch from the drop down calendar e Time Select the effective time for the new batch from the drop down list e Add to an existing batch Select this option to add more changes to batch that has already been set up but not sent Double click on the batch to select it Enterprise Maintenance Services User s Manual 29 mymicros net Enterprise Information Porta
3. Your feedback on this manual is very valuable The Publications team would like to hear about Good ideas If something works particularly well we ll retain and reuse it Ideas that need work If something needs improvement we ll punch it up Information not included s something missing The secret of life In case you happen to know Information that s not clear Is something hard to follow point it out and we ll try again Information that s not correct Did something sneak buy hour Thoreau editing process Please send comments criticisms corrections to e doc micros com Enterprise Maintenance Services User s Manual mymicros net Enterprise Information Portal Table of Contents Before You Begin 5 What is EMS 5 How Does it Work 5 System Requirements 6 User Requirements 7 Basie Tasksiri ENSu uu uu u tuytuy yy 7 E MS CONCEDES uuu usana EE 8 Batches 9 Filtering Criteria 13 POS Numbers 14 Other Navigational Elements 15 MeW UI lnSJ uu aaa au uukausukiussoskamsasusktanassitusaapskasnauyuktasayusas 16 Add a Menu Item 17 Edit a Menu Item 31 Modi PrICES uuu ullu ee ee eer ee eee ee 34 DISCOUNTS iiano aQuaaukasskasusauyktssasuskassasusqktamaassiktusatushassauyktasauyusas 39 Add a Discount 39 Edit a Discount 43 TD RIOS iE 46 Edit a Tax Rate 46 AOMINISTAUO Nesa aaae 50 Add a Number Range 51 Edit a Number Range 52 Delete a Number Range 52 Add a Batch 53
4. co ss Oo on Fe to ho mal al ml mol wol Bm W hm wo co w Oo Oo A to mS A 3 18 17 18 17 18 17 mm CoO A A GOGO oc co OGO GOGO O Copy Curent Definition To Other Locations 46 mymicros net Enterprise Information Portal 5 Ifyou want to copy the tax definition to a different location click Copy Current Definition To Other Locations in the upper right corner The selection screen displays all of the locations in the enterprise Views Tree Table FE Select Location To Copy Definition To Locations Current Definition My Organization Travel Plaza One LiqzBev Inc Tas 2 El H y Organization E My Organization Locations Travel Plazas vel Plaza One My Organization B 045lsTs 207001 A Mut Lig Bev Inc Tax El My Organization Lig Bev Add On Eri My edie Tasg Not Used Fm ees Tax Not Used u CJ Travel Plaza One Tab Not Used M avel Plaza Two Tas Not Used Tas Not Used I Travel Plaza Two 1 B OXSIsTX 207001 2 Tas Mot Used 3 Tasa Mot Used Changed lterns Travel Plaza One 3 Tasg Hot Used Definition H 6 Select the location s to copy the tax definition to If you want to specify a different tax table 1 through 8 to copy the definition to select the appropriate number from the Definition drop down list Enterprise Maintenance Services User s Manual 47 mymi
5. Reference Entry Required BKFST BREAD Validation Required Cond Group 7 Item Discounts May Be Applied to t Cond Group 8 8 Allow Menu Items in this Class to b MEAT TEMP 9 Condiment Changes Print Group of JOU CHK RPRINT SAUCE ONLY CAKES PIE 4568 CHECK ONLY OOL New Select this if you already know the menu item class number you want to enter For each definition enter a Price Level Menu Level Tax Class Price and Prices Cost Enterprise Maintenance Services User s Manual 22 mymicros net Enterprise Information Portal Tree view 3700 The Tree View that displays for the MICROS 3700 is similar to the 8700 9700 display described on page 21 The differences for 3700 are described below The 3700 Tree View displays a Definition Details section instead of a Revenue Center Details section Allowed Condiments Required Condiments Menu Level Class Printer Class SLU Prices Definition Details Allowed Condiments 2004 Sandwich Toppings Select Clear Regd Condiments 2003 Burgers w Fotato Choice Select Clear Menu Level Class 5001 All Levels Select Clear Printer Class fo Guest Check Select Clear SLU 203 Sandwiches Select Clear SLU Sort Priority 1 NLUNLU Group Tare wit 5urcharqe D DD 0 00 MI Class Existing Select f New Enter new M Class Number Prices Add Price Price Level Price Lost
6. Edit a Batch 54 Delete a Batch 55 Error Messages and Prompts 56 Enterprise Maintenance Services User s Manual mymicros net Enterprise Information Portal Before You Begin What is EMS The Enterprise Maintenance Services EMS application is an enterprise solution that provides the following advantages e EMS isa centrally based implementation solution allowing an organization to make changes to all of its POS systems from within a single application e Multiple POS types are supported An enterprise that has MICROS 3700s 9700s and or 8700s installed at different properties can manage them all with EMS e Users can make day to day POS changes quickly and easily EMS 1s intended for use by the F amp B staff rather than the IT staff e Changes that can be made include e Adding or editing menu items and discounts e Changing prices e Editing tax rates e Database changes can take effect immediately or the changes can be implemented in scheduled batches e EMS can be accessed in a browser via the Internet making it a convenient solution that is available anywhere anytime e Privileges can be secured Each portal user is assigned a role which can limit the locations and Revenue Centers that they can access How Does it Work The EMS portlet resides in the mymicros net side menu Through this portlet you can make enterprise wide changes to menu items discounts and
7. Family Group 45 Family Group 46 Family Group 47 Family Group 48 loj x If the list is extensive use the scroll bar to the right to locate the group or search for a group by entering its name in the Search Text field Names that match the text entry will display Choose a group and then click OK Enterprise Maintenance Services User s Manual 18 mymicros net Enterprise Information Portal 7 Click Next You have two viewing options to choose from Tree and Table e Tree This is the default This view provides a hierarchical tree view of each location and their Revenue Centers that contain the menu item Select only the locations in the tree that should receive the menu item discount or tax rate changes Views Tree Table Ew My Organization Location Hierarchy F w My Organization Travel Plazas My Organization Travel Plaza One Z COUNTRY KITCHEN Legend Travel Plaza Two Selected COUNTRY KITCHEN D Unselected D Unavailable v Some None e Use the Location Hierarchy drop down list to select another location and Revenue Center Select only the locations in the tree that should receive the menu item discount or tax rate changes Repeat for each company that should receive these changes e Refer to the Legend to define the selections on the screen Legend Selected This location is selected to receive the changes C Ungelected
8. IY Name Ch ange Sys Admin Enterprise Maintenance Services User s Manual 48 mymicros net Enterprise Information Portal 9 Click Next The Review Changes screen displays all of the changes you ve made 10 Review the changes you have made e If you need to make any changes before you continue click Previous and return to the screen that needs to be changed e If you d like to keep a hard copy of these changes click Print e Ifyou want to start all over and delete the changes you ve made so far click Cancel You will return to the EMS home page e Ifthe changes are correct and you want to continue click Publish The following prompt displays Publish Complete Click Done tor the main menu 11 Click Done The new batch displays in the Pending Batches window Enterprise Maintenance Services User s Manual 49 mymicros net Enterprise Information Portal Administration EMS gt gt Administration The Administration menu includes two selections e Number Ranges tThis selection allows you to add edit or delete pre configured POS number ranges for menu items and discounts When you add a menu item or discount you must choose a POS number assignment use the next number in the system or use the next number in a specific range To assign a number m a specific range you must select a range from the categories that display in the drop down list Your selection determines which range to use and the next number
9. This location iz not selected to receive the changes CL Unavailable his location is not available to receive the changes yl Some This location includes some Revenue Centers that are selected to receive the changes None This location does not include Revenue Centers that are selected to receive the changes e Use the Filter drop down list in the lower right corner of the screen to refine your view e All locations and Revenue Center None e Only the selected locations and Revenue Centers Selected e Only the unselected selected locations and Revenue Centers Unselected Enterprise Maintenance Services User s Manual 19 mymicros net Enterprise Information Portal e Table This view provides a table view of the company s locations and their Revenue Centers that contain the selected menu item discount or tax rate The information is the same as the Tree view and you make selections the same way The only thing you cannot do in Table view is change the Location Hierarchy VWiews Tree fe Table Selected Location Revenue Center k a Travel Plaza One COUNTRY KITCHEN a Travel Plaza Two COUNTRY KITCHEN e Use the Filter drop down list in the lower right corner of the screen to refine your view 8 Click Next The details of all your changes up to this point display on the Edit Locations screen There are four location screens you can edit by selecting the following views e Tree This is the defaul
10. e Prices Table This view is used to change an item s price for a single location selected locations or all locations 1 e a bulk change Enterprise Maintenance Services User s Manual 20 mymicros net Enterprise Information Portal Tree view 8700 9700 The Tree View and its accompanying Menu Item Class options provide a different display for the MICROS 8700 9700 than for the MICROS 3700 The illustrations and text that follow describe the Tree View for the 8700 9700 Differences in the display for the MICROS 3700 are described on page 23 Views Tree Locations T able Definitions T able Prices Table Actions Locations Location Details El Corporate Name 2 Apple Pie El North America Major Group 000 Food Select El Chain A Boston Family Group 21013 Dessets Sele k ES POS Number Next 55570 POS Type oF 00 9700 Revenue Center Details Revenue Center Restaurant 2 Sequence ETUS Name 1 Harne 2 pple Pe ppePe Main Level Sub Level Regular Small Medium Large Regular Extra Add No Sub Changed Items SLU Sort Priority Ta www oT HHT SLU None NLUYNLU Group DDDODDDDOUD None M Tare Wh Surcharge 000 MW MI Class Existing Select f New Enter new M Class Humber Prices Add Price Price Level Menu Level Tax Class Price Cost h 1 0 00 0 00 Cancel Previgus Hest LT oo Pa 5 Select a location in
11. far click Cancel You will return to the EMS home page e Ifthe changes are correct and you want to continue click Publish The following prompt displays Publish Complete Click Done tor the main menu 10 Click Done The new batch displays in the Pending Batches window Enterprise Maintenance Services User s Manual 45 mymicros net Enterprise Information Portal Tax Rates EMS gt gt Tax Rates Edit a Tax Rate 1 Click Edit Tax Rates 2 Use the filtering criteria to locate the tax rate to edit and then click Next The Tax Definitions of each location that you filtered displays Views t Tree Table Locations Tas Definition Mu Organization g Location E My Organization POS Reference El M u Organization I Travel Plazas Name Travel Plaza One BES 6 0 SisT 207001 Lig Bey Inc Tax Lig Bey Add On Tast Not Used Start Amount 1 Tas Tupe 2 3 5 Tas5 Not Used E 7 8 Percent Taz Not Used Table Repeat Start E I Les I lt o Table Repeat End EI Travel Plaza Two x 1 6 0 5lsTx 207001 i 2 Tax Not Used 3 Tax3 Not Used el Changed ltem Travel Plaza One 4 Taxd Not Used Travel Plaza One 1 6 0 5IsTX 207001 Flat ad 6 00 0 00 3 Selecta location and click on a tax rate to change Enterprise Maintenance Services User s Manual Make the necessary changes 1 e change Name Percent etc Breakpoint T able H Entry
12. if any of its line items has begun the transmission process 1 e In Progress status Based on the view you choose Batches or Items the statuses are slightly different Batch Statuses The Batch status identifies the state of the entire batch Statuses are e Awaiting Transmission The batch has not been processed yet because the publish date time has not been met e In Progress tThe batch is currently being processed e Processed Failed All items in the batch did not transmit successfully e Processed Success All items in the batch transmitted successfully Item Statuses The Item status identifies the state of each item within the batch Statuses are e Awaiting Transmission The item has not been processed yet because the publish date time has not been met e Transmitted This item in the batch was received and submitted for processing to the hosting center e In Progress tThe item is currently being processed and waiting to hear back from the POS on its status Processed Failed This item in the batch failed to transmit Processed Success This item in the batch transmitted successfully Enterprise Maintenance Services User s Manual 12 mymicros net Enterprise Information Portal Filtering Criteria EMS provides a variety of filter criteria to help you easily locate a specific item in the master database To avoid having to create an item from scratch use the filter criteria to search for a master it
13. immediately display in a table on this screen Adjust Prices section You can adjust prices by a currency amount such as dollar euro etc Units or by a percentage Percent e Select Units and enter the amount to increase or decrease the price by dollars and cents e Select Percent and enter the amount to increase or decrease the Adjust By price by a percentage For example if Burger is currently priced at 5 00 and you want to increase the price to 6 25 enter 1 25 To decrease the price by 1 00 enter 1 00 To increase the price by 5 select Percent and enter 5 00 in the Adjust By field When the adjustment is made the new price is reflected in the Price field and the Diff field displays the amount of the adjustment This option can be used with the Adjust By Percent selection After you Round By have entered a percentage adjustment amount select an amount from the Round By drop down list to round the percentage amount l Click this button to accept the price change at the selected locations All Add Prices l st U locations with changes will immediately display in a table on this screen Undo Bulk OOPS You meant to increase that last price by 1 00 not 70 00 Click Changes this button to undo the last bulk price change Whew Enterprise Maintenance Services User s Manual 28 mymicros net Enterprise Information Portal 9 When you ve completed your changes in the various Location View screens click Next
14. k 1 4 95 1 55 2 7 95 1 35 For each definition click Select to display a selection box with the available choices Click Clear to clear the contents of the field D xi Select Condiment Group Current Sandwich Toppings Search Text Food Items Sandwich Toppings 2004 Enter the item s Price Level Price and Cost Enterprise Maintenance Services User s Manual 23 mymicros net Enterprise Information Portal Actions The Actions selection in the upper right corner of the screen displays three selections e Copy Definition to Other Locations Copy this definition to locations on the tree other than the location s selected e Copy to Existing Selections Copy this definition to the selected location s In the tree e Set Locations Inactive Make this definition inactive for the selected location s Enterprise Maintenance Services User s Manual 24 mymicros net Enterprise Information Portal Locations Table view Views Tree f Locations T able Definitions T able Prices T able Bulk Changes Mame 1 Set Major Group Select Name 2 Set Family Group Select Location Name 1 Major Group Family Group Travel Plaza One KID S HOT FUDGE CA CNTRY KIT 306273 PIES Bulk Changes section Change the menu item s primary name Click Set to change the name at Name 1 all locations All locations with changes will immediately display in a table on this screen Change the menu item s secondary name Click Set t
15. selections into hex This selection opens a Bulk Change screen where you can select an item and make the same changes to multiple locations at one time A single screen displays options for both 3700 and 8700 9700 systems Bulk Change Bulk Menu ltem Options Hame 1 Hame 2 Main Level 6700 9700 Sub Level 8400 9 700 SLU Menu ltem Class 870079700 NLU Surcharge Tare Weight Enter the desired change in the appropriate field and click Set to make the bulk change All locations with changes will immediately display in a table on this screen Enterprise Maintenance Services User s Manual 27 mymicros net Enterprise Information Portal Prices Table view Views Tree Locations Table Definitions Table Prices Table Filter Set Prices Adjust Prices Location None 0 00 Adjust By 0 00 Units Undo Bulk Changes Revenue Center None m Cot Round By Get Sequence Hone Y Add Price Price Level Hone ai Location Fever Center Seq Name ee menu Price x mana Diff Cost Barcelona x D Hamburger aT 4 95 4 95 0 00 1 55 Barcelona 0 Hamburger 2 95 95 0 00 1 35 Boston Bar 1 1 Hamburger 1 495 495 0 00 1 35 Filter Select a Location Revenue Center Sequence and Price Level to receive the price changes Enter the new price of the item and click Set to accept the price change at Set Prices the selected locations All locations with changes will
16. tax rates Database changes are made by copying an existing item then editing the copy To add an item an item with similar operating characteristics class type printer definitions etc must already exist This approach enables staff with less POS training and experience to perform the tasks available in EMS since there is no need to delve into the complex POS configuration detail To simplify multi location maintenance changes are made on master records These records represent organization wide items and are used to consolidate reporting for menu items discounts and tax rates When changes are made the designated master store will automatically link unaligned menu items with master menu items by matching their POS Number and or Name For details about Alignment refer to the mymicros net System Administrator s Manual Enterprise Maintenance Services User s Manual 5 mymicros net Enterprise Information Portal System Requirements The PC that is used to access the portal must have the following Microsoft 2000 or XP IE 6 SP1 or later with Microsoft VM installed e The optimal display setting for viewing the portal is 1024 x 768 XGA e The Microsoft NET Framework version 1 1 package must be downloaded and installed before you can use EMS This package is available from the Windows Update site e Security settings must be configured on your PC These are enabled when the mymicros net Client Security program i
17. 3 PIES 805431203 P K CAKE EGG CNTRY KIT 306273 KIDS MEALS B05 380002 l MILKSHAKE CAKE CNTRY KIT 306273 ICE CREAM 805434002 PANCAKE CNTRY KIT 306273 CONDOS MODS 805901113 PANCAKES I PANCAKES PANCAKES W MEAT STRAW PANCAKES ROY ROGER 305022 CNTRY KIT 306273 ROY ROGER 306022 CHTRY KIT 305273 PANCAKES PANCAKES PANCAKES PANCAKES 2151 20001 8051 20002 2151 20002 8051 20004 3 Double click on a menu item to clone Menu ltem Original Name Apple Fie POS Number O Use Nest Available Number Use This Number 123502 Use Next Available Number in Range M enu ltem Range A j Name 1 Apple Pie Name 2 Apple Pie 4 Select a POS Number option 5 Modify the Name Enterprise Maintenance Services User s Manual mymicros net Enterprise Information Portal 6 Optional Typically you probably will not change the Major Group and or Family Group But if you need to change either click Select next to the appropriate field A master list displays the groups to choose HE Family Group Master Select Family Group Master Current Search Text zz EA DEF Ameroint Solutions Appetizers Arena Food Bar Condiments Beverage Bottle Beer Bottle Wine Bourbon Whiskey Brandy Champagne Childs Menu Cigar Aces Cigars Cocktails Cognac Debit Card Dessert Digital Draft Beer Dump SEU Employee Meals ESPN Magazine Executive Gifts F amp B Adjustment Family Group 44
18. 3 records found 31 mymicros net Enterprise Information Portal 4 Change the name and click Next The following prompt displays if you have changed any of these fields Changes made to master 3 a x p Changes have been made to the master entry Do you wish to have the changes applied to every menu item in each location Yes Alo e Select Yes to continue e Select No to cancel this change Views f Tree Table Achong E L EN Location Hierarchy y Organization El w Travel Plazas Mp Organization gt El Travel Plaza One i FZ COUNTRY KITCHEN Legend a Travel Plaza Two Selected 0O Unselected D Unavailable wv Some Mone Only the locations and Revenue Centers that have the selected menu item will display in the Locations screen All locations and Revenues are selected by default If there are any locations or Revenue Centers that should not be edited de select them Actions The Actions selection in the upper right corner of the screen displays three selections e Copy Definition to Other Locations Copy this definition to locations on the tree other than the location s selected e Copy to Existing Selections Copy this definition to the selected location s in the tree e Set Locations Inactive Make this definition inactive for the selected location s Enterprise Maintenance Services User s Manual 32 mymicros net Enterprise Information Portal 5 Click Next The de
19. 4M 11 14 2003 8 31 AM 11 14 2003 8 32 AM 11 14 2003 6 34 AM 1171872003 2 55 PM 11 18 2003 4 03 PM 11 19 2003 11 24 AN 11 21 72003 12 00 At Menu ltems Menu ltems Menu ltems Menu ltems Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Menu Items Discounts Tas Rates New Dessert Created 1171372003 5 55 PM 1171372003 5 55 PM 1171372003 5 55 PM 1171372003 6 00 PM 11 13 2003 6 00 PM 11 13 2003 6 02 PM 11 13 2003 6 03 PM 11 13 2003 6 06 PM 11 14 2003 7 53 AM 11 14 2003 8 22 4M 11 14 2003 8 22 AM 11 14 2003 8 23 AM 11 14 2003 8 25 AM 11 14 2003 8 27 AM 11 14 2003 8 23 AM 11 14 2003 8 31 AM 11 14 2003 8 32 AM 11 14 2003 8 34 AM 1171872003 2 55 PM 11 18 2003 4 03 PM 11 19 2003 11 24 AM 11 18 2003 2 37 PM Created By Bus Admin Sys Admin Sys Admin Sys Admin Sus Admin Sus Admin Sus Admin Sus Admin Sus Admin Sus Admin Sus Admin Sus Admin Sus Admin Sus Admin Sus Admin Sus Admin Sys Admin Sys Admin Sys Admin Sys Admin Sys Admin Sys Admin Status Processed Success Processed Success Processed Success Processed Success Processed Success Processed Success Processed Success Processed Success In Progress Processed Success Processed Success Processed Failure Processed Success Processed Success Processed Success Processed Success Processed Success Processed
20. Success In Progress In Progress In Progress Awaiting Transmission 11 50 2003 12 00 AM Change Senior Discount Amount 11 50 2003 12 00 4M Name Change 1171872003 4 15 PM Sys Admin 1171872003 4 05 PM Sys Admin Awaiting Transmission Awaiting Transmission 2 Select a view Batches or Items 3 Highlight the batch to change and click Edit Edit Batch O x Name Change senior Discount Amount Publish Date fii 7302003 12 00 AM T Publish Time Save Cancel 4 Make the necessary changes to the batch and then click Save You can continue to make changes to a batch as long as it has not begun transmitting items Enterprise Maintenance Services User s Manual 54 mymicros net Enterprise Information Portal Delete a Batch 1 Click Edit Batches 2 Highlight the batch to remove and click Delete 2 Delete batch Change Senior Discount Amount Yes Mo 3 Click Yes to confirm the deletion or No to cancel the request Enterprise Maintenance Services User s Manual 99 mymicros net Enterprise Information Portal Error Messages and Prompts A communications error has occurred Details 0 ne ide sia ji o app cation Cannot communicate with the hosting center This message displays if you are using a duplicate POS number for the item you are AEDT AT EAO EASE Sh es adding Select a different POS number for the new item At least one selection must be made This message displays
21. available in that range is assigned to the item you are adding The ranges you choose from are configured here in Administration Number Ranges For details on adding editing and deleting a number range refer to page 51 e Edit Batches This selection allows you to edit Pending Batches Pending batches can be modified any time prior to being sent After they are sent they will display In the Completed Batches window Since Completed Batches have already been sent they cannot be modified A Completed Batch is a packet of information e g price changes that was sent to one or more locations sometime within the last seven days A Pending Batch is a packet of information that has not completed transmission or is waiting to be sent at a specific time within the next seven days For details on adding editing and deleting a batch refer to page 53 Enterprise Maintenance Services User s Manual 50 mymicros net Enterprise Information Portal Add a Number Range 1 Click Number Ranges 2 Click Add Hame f Type k Appetizers 2000 Menu ltem Employee 20 Discount Entrees 4000 Menu Item Mame Start End 3 Enter the Name of the new POS number range 4 Enter a Start value and an End value 5 Select the Type of range you are adding from the drop down list 6 Click OK 7 Repeat steps 2 through 6 for each new range When you are finished click Done Enterprise Maintenance Services User s Manual 51 mymicros
22. changes as soon as possible This option is used to immediately change a single item Immediate changes are made as soon as the selected locations receive the batch e Create a new batch to publish Select this option to add these changes to a new batch to be sent at a later date and time This option is used to send one or more multiple changes at one time So when you finish adding or editing the first item in the batch choose this selection and set up a batch name date and time All additional items can be added to this batch by selecting the Add to an existing batch option e Name Enter the name of the new batch e Effectivity Date Select the effective date for the new batch from the drop down calendar e Time Select the effective time for the new batch from the drop down list e Add to an existing batch Select this option to add more changes to batch that has already been set up but not sent Double click on the batch to select it Enterprise Maintenance Services User s Manual 53 mymicros net Enterprise Information Portal Edit a Batch 1 Click Edit Batches Views f Batches terns ltem Filter None j i Delete Publish D ate 11713 2003 5 55 PM 11713 2003 5 55 PM 11713 2003 5 55 PM 11713 2003 6 00 PM 11 13 2003 6 00 PM 11 13 2003 6 02 PM 11 13 2003 6 03 PM 11 13 2003 6 06 PM 11 14 2003 7 53 4M 11 14 2003 8 22 4M 11 14 2003 8 22 4M 11 14 2003 8 23 4M 11 14 2003 6 26 AM 11 14 2003 8 27 SM 11 14 2003 8 23
23. cros net Enterprise Information Portal 7 Click OK The changes you just made display in the Changed Items window Click on the item in the Changed Items window to review its tax definition settings ieis Tree Table Copy Curent Definition To Other Locations Locations Tax Definition My Organization j Location Travel Plaza One Ereakpoint Table Lig Bev Inc Tax POS Reference 2 Entry 3 Lig Bev Add On z Tast Not Used Hame Liq Bev Inc Tax 5 Taso Not Used E Tax Not Used Tax Type Tax Not Used beg Tass Not Used EI Travel Plaza Two Start Amount 1 B O2SIsT 207001 Lig Bev Inc Tax Table Repeat Start Tasa Not Used T ax Not Used Tax Not Used Tax Not Used Tax Not Used i malai sed Percent co OF om Fe to ha Table Repeat End 2 ot wa DJ l Changed tems Travel Plaza Two 2 LiqzBev Inc Tas l m oO 0 D I Cn aA 22 ha oJ Po oo oo oo oo oo gt oa oa n Ph 8 Click Next Select the publishing schedule to determine when the changes will go into effect Select how you wish to publish these changes z Publish Now Create anew batch to publish Name Effectivity Date 11 20 2003 Time j Addto an existing batch Select existing batch Name a Change Senior Discount Amount meal g y A d m in
24. d D Unavailable x Some Hone Enterprise Maintenance Services User s Manual 40 mymicros net Enterprise Information Portal 7 Click Next Click a Revenue Center to display its POS definition if you need to make any changes Views Tree Table Copy To Existing Locations M Locations Location Details Corporate Location Rome Name 1 MANAGER DISC El Corporate E Europe L Rome POS Number 13001 El North America POS Type 6700 9700 Charn Z Boston Value 15 00 Chicago Main Level Sub Level leat ee et cele T T T ru iT oo i G LT ee oo hi Tesco a line ole tm am tm mm Ku LT oo Po LT oo Mi SLUFHHT SLU Liquor None MLL 0 Tas Class 4 0 Tax Type Detinition ON Open OFF Preset OM Amount OFF Percentage ltem Discount Employee Weal Reference Entry Required Validation Required Discount 100 up to Amount IF Ha Amount iz Entered Use the Full Discountable M Changed lems Tender Required Only Subtotal Discounts Affects Auto Service Charge Only Subtotal Discoun Check for Walid DHC Employee Number Treat Percentage Decnt As An Amount Osen hen Cal Do Mot Allow Subtotal Dcn While Seat Filter is 4 Prorate Discount lhemizers Allocate Subtotal Discounts as ltem Discounts on A Cancel Previous Hest Note The illustrations shown displays options available for the 8700 9700 POS systems The display for the 3700 has minor variations Some
25. d Add a Discount on page 39 Enterprise Maintenance Services User s Manual 9 mymicros net Enterprise Information Portal Viewing and Changing Batches Batches can be viewed or changed from the EMS Home page or from the Edit Batches task located in the Administration menu Either method brings up the same editing screen The only difference between viewing and changing batches from the Home page versus the Edit Batches screen 1S e From the Home page you can view one Completed or Pending batch at a time or e From the Edit Batches screen you can view all items in all Completed and Pending batches on the same screen After you select a batch select a view type Batches or Items Batches View This is the default This option allows you to view the entire batch Views Batches lems Edit Delete Resubmit Publish D ate f Created Created By Status k 3 2572DD3 2 00 PM Kid Hot Dog 9 24 2003 12 18 PM Sys Admin Awaiting Transmission Batches view fields Edit To edit a pending batch select the batch and click Edit Delete To delete a pending batch select the batch and click Delete This field identifies the state of the entire batch Refer to page 12 for Status Status details To resend a batch transmission select the batch and click Resubmit Enterprise Maintenance Services User s Manual 10 mymicros net Enterprise Information Portal Items View This option allows you to view the detailed items included in th
26. e batch Use the scroll bar at the bottom of the screen to view all of the fields Views Batches temz E dit Delete Resubmit Publish Date Location Status Status Updated Type Name Created By Remote Message Awaiting Transmission 11442004 11 01 AM Tas Detinition Edit Food T ax SYSADMIN Items view fields Publish Date Location Status Status Updated Type Name Created By Remote Message Edit Delete Resubmit This is the date and time the batch took effect This is the location that will receive the new or modified item in the batch This field identifies the state of each item in the batch Refer to page 12 for Status details This is the date and time that the status was last changed This identifies the item in the batch This is the name of the new or modified item in the batch This is the name of the user who created the batch This is a message returned by the POS that indicates the success of the transmission To edit a pending batch select the batch and click Edit To delete a pending batch select the batch and click Delete To resend a batch transmission select the batch and click Resubmit Enterprise Maintenance Services User s Manual 11 mymicros net Enterprise Information Portal How is the Progress of a Batch Measured Batches and each item within the batches are labeled with a status to inform the user of the transmission s progress A batch cannot be changed
27. em with similar attributes to copy or clone For example locate Burger if you want to add Cheeseburger or locate 10 Discount if you want to add 50 Discount After you ve located the master item modify it change the name price etc to create the new item While the master item remains untouched you ve quickly created a new one in just a few easy steps Filtering Fields The same filtering controls are available for the Menu Item and Discount screens Filter Name 1 f Starts with Contains Major Group Select Harne 2 f Starts with Contains Family Group Select POS Number You can search for a menu item by Name 1 or Locate a menu item by its primary name Name 1 or secondary name Name 2 in Name 2 the master database Select the Starts With option to locate the menu items whose names begin with the Starts With text you ve entered in the Name 1 or Name 2 field For example if you search on Burger the search results may include Burger Burger Combo or Burger Platter or Select the Contains option to locate the menu items whose names include the text Contains you ve entered in the Name 1 or Name 2 field For example if you search on Egg the search results may include Eggs Benedict Ham and Eggs or Veggie Pasta or by Locate a menu item by record number in the master database You can enter POS Number individual record numbers or a list of numbers separated by commas or a range of numbers s
28. eparated by a dash For example 1 3 5 12 or by Maior Grou Click Select and choose the major group to which a menu item is assigned Click J p Clear to clear the field and make another selection or by Family Grou Click Select and choose the family group to which a menu item is assigned Click y p Clear to clear the field and make another selection Click Search to locate menu items based on the criteria you have specified A list of Search items that meet the criteria display Double click on an item to copy create a new item or edit Enterprise Maintenance Services User s Manual 13 mymicros net Enterprise Information Portal displays to the right of the Search button pot If a search does not locate at least one match No Records Found No Records Found will also display if your role does not give you access to a location or Revenue Center where the item your are searching for exists POS Numbers Menu items and discounts are assigned record numbers in the POS database When creating new menu items and discounts the POS Number defaults to the number assigned to the item you are copying But you cannot reuse that number If you attempt to use a duplicate number the following error displays Please change the POS Number of this item Change the POS record number by selecting one of the following options POS Humber Use Next Available Number f Use This Number 123502 Use Next Available Numb
29. er in Range H enu ltem Range e Select Use Next Available Number to find the first unavailable record number e Select Use This Number to enter a specific record number e Select Use Number in Range to assign the next available number from a pre configured range of menu items or discounts Number ranges can be configured In EMS in Administration Number Ranges Refer to page 50 for more information on creating POS number ranges Enterprise Maintenance Services User s Manual 14 mymicros net Enterprise Information Portal Other Navigational Elements When adding or editing items use the following navigational elements to help you throughout the process Cancel Click this button to return to the EMS home page It s the same as clicking the Home hotspot in the upper left corner of the screen Click these buttons to go to the previous or next screen when you are Previous Next ir adding or editing an item Open Tasks Hide bar The lower left portion of the screen lists the tasks you have selected but not closed or completed Open Tasks essentially allows you to keep an unfinished task open and start another one then go back by double clicking on the unfinished task Add Menu ltem Edit Menu ltem Number Ranges The upper left portion of the screen displays the path you have taken to reach the current screen Items that are checked are tasks you have completed The first unchecked task from the top represents
30. ete Click Done tor the main menu 12 Click Done The new batch displays in the Pending Batches window Enterprise Maintenance Services User s Manual 38 mymicros net Enterprise Information Portal Discounts EMS gt gt Discounts Add a Discount 1 Click Add Discount 2 Use the filtering criteria to locate the discount to copy and then click Search A list of discounts that match the criteria display Filter Name disc Starts With f Contains FOS Number 10 record s found POS Reference MERCH DISCTS NEW DISCOUNT 1000 AIRPORT DISCT 10 1022 BE ITEM DISC 200000002 MRCH DISC 10 BOO000001 MACH DISC 25 BOO000002 MECH DISC 50 BOOOOO003 ONY DISCOUNT 10 1018 SENIOR DISC 10 1004 STARB MERCH DISC 1020 3 Double click on a discount to clone Discount Original Marne MACH DISC 450 POS Number Use Next Available Number Use This Number 123502 Use Next Available Number in Range MACH DISC 50 4 Select a POS Number option 5 Modify the Name Enterprise Maintenance Services User s Manual 39 mymicros net Enterprise Information Portal 6 Click Next You have two viewing options to choose from Tree and Table Select the locations and Revenue Centers to receive the new discount Views t Tree Table s p 2 s Location Hierarchy Organization Travel Plazas My Organization j E Travel Plaza One sf Travel Plaza Two Legend Selected 0O Unselecte
31. ete This message displays if you click Delete and you have not selected a batch to remove Please select a location to proceed This message displays if you click Next without selecting a location This message displays if you are deleting a Please select a POS Number Range to delete POS Number Range and you have not selected a range to delete Enterprise Maintenance Services User s Manual 56 mymicros net Enterprise Information Portal Please select a POS Number Range to edit Tas Messad9 dopa VOU SRECI alt ane you have not selected a range to edit This message displays if you are adding a POS Number Range and you have not selected a Type i e Menu Item or Discount Please select a POS Number Range Type to proceed This message displays if you are setting up a Please select a valid time scheduled batch and you have not specified a time for it to go into effect This message displays if you are editing a Please select an existing batch batch and you have not selected a batch to open Please select an item to proceed This message displays if you click Next without p l selecting an item from the Search results This message displays if you are creating a POS Number Ranges must not overlap POS Number Range and the number range you have specified overlaps with an existing range This message displays if you are creating a POS Number Range names must be unique POS Number Range and the name you have specif
32. ference 805150012 80575001 3 500430083 a051 20005 805431 OOF 805431 203 B05 380002 B05434002 605901113 215120001 8057 20002 215120002 8057 20004 13 record s found 34 mymicros net Enterprise Information Portal 3 Select the menu items to change by clicking the checkbox beside the desired items Selected Marne 1 Major Group Family Group POS Reference 1 PANCAKE CNTR Y KIT 306273 BREFST SIDES 80515001 2 2 PANCAKES CNTRY KIT 306273 BREFST SIDES 605150013 CAKE CONE FOOD 306001 DESSERTS 500430083 CAKES amp EGGS CNTRY KIT 306273 PAN CARES 6051 20005 CARROT CARE CNTRY KIT 306273 PIES 805431007 HOT FUDGE CAKE CNTRY KIT 306273 PIES 805431203 E CARE EGG CN TAY KIT 305273 KIDS MEALS SUesS0002 my MILKSHORE LAKE 2 ee ete NIF RIT EATS T ji CHEAM fos i prens PANCAKE CNTRY KIT 306273 CONDOS MODS 805901113 PANCAKES PANCAKES PAN CARES WeMEAT STRAW PANCAKES mimimimimimkukuimik uimim ROY ROGER 306022 CNT AY KIT 305273 ROY ROGER 306022 CHTAY KIT 306273 PANCAKES PANCAKES PANCAKES PANCAKES 215120001 005120002 215120002 005120004 4 Click Next Only the locations and Revenue Centers that have the selected menu items will display in the Locations screen All locations and Revenues are selected by default If there are any locations or Revenue Centers that should not receive the price change de select them Views w Tree Table El My Organization Location H
33. fields are available for one product line but not the other HHT definition classes etc Enterprise Maintenance Services User s Manual 41 mymicros net Enterprise Information Portal 8 Click Next Select the publishing schedule to determine when the changes will go into effect Select how you wish to publish these changes Publish Now f Create anew batch to publish Mame Time j f Add to an existing batch Select existing batch Mame Created By Sye Admin IY Mame Change Sys Admin 9 Click Next The Review Changes screen displays all of the changes you ve made 10 Review the changes you have made e Ifyou need to make any changes before you continue click Previous and return to the screen that needs to be changed e If you d like to keep a hard copy of these changes click Print e Ifyou want to start all over and delete the changes you ve made so far click Cancel You will return to the EMS home page e Ifthe changes are correct and you want to continue click Publish The following prompt displays Publish Complete Click Done tor the main menu 11 Click Done The new batch displays in the Pending Batches window Enterprise Maintenance Services User s Manual 42 mymicros net Enterprise Information Portal Edit a Discount 1 Click Edit Discount 2 Use the filtering criteria to locate the discount to edit and then click Search A list discounts that match the criteria display F
34. ices User s Manual 57 mymicros net Enterprise Information Portal This message displays if you attempt to delete an item in a batch and the item has already been transmitted Unable to delete entry This entry has already been transmitted This message displays if you attempt to edit a batch that has items that have already been transmitted Unable to edit batch At least one entry has already been transmitted Enterprise Maintenance Services User s Manual 58
35. ied already exists This message displays if you are using the Copy Current Definition To Other Locations option and you have not selected a location to copy to Select Location To Copy Definition To This message displays if you have selected the The Rollback Date must be after the Effectivity Rollback Date option and the effective date Date you have entered is prior to the current effective date This message displays if you are adding a POS The starting POS Number must be less than the Number Range the last number you have ending POS Number specified in the range is less than the first number in the range This application is unable to find any locations available for editing Verify reporting hierarchies have been established within the portal The application is closing This message displays if there are no hierarchies established in the Enterprise Information portal This message displays if an item has been edited and is in a batch whose status is not completed This item has pending changes in the following batch es This message displays if you have selected a master item that no longer exists in any Revenue Center location This menu item doesn t exist in any revenue center in any location This message displays if you attempt to delete a batch that has items that have already been transmitted Unable to delete batch At lease on entry has already been transmitted Enterprise Maintenance Serv
36. ierarchy Ee My Organization G Travel Plazas My Organization j El Travel Plaza One 4 COUNTRY KITCHEN Legend Selected El Travel Plaza Two E COUNTRY KITCHEN Unselected F MATHANS Unavailable Some Mone Enterprise Maintenance Services User s Manual 35 mymicros net Enterprise Information Portal 5 Click Next The Modify Menu Item Prices screen displays every instance of the menu items you have selected to change listed by Location and Revenue Center Views Tree Locations T able Definitions T able Prices Table Filter Set Prices Adjust Prices Location None 0 00 Adjust By 0 00 Units Revenue Center None Gel Round By fo Sequence Hone Y Price Level None Location Revenue Center Seq Name i es E Price ree Diff Cost Barcelona QO Hamburger aT 4 95 4 95 0 00 1 55 Barcelona Hamburger 2 95 95 0 00 1 95 Boston Bar 1 1 Hamburger 1 4 35 4 95 0 00 1 35 6 To make changes to one location and Revenue Center at a time use the Location and Revenue Center drop down lists to filter your selections Otherwise the price changes will be made to all like items in all locations and Revenue Centers at one time 7 Make your price changes There are several ways to do this e To change all menu items on this screen to the same price enter the new price in the Set Prices field Click Set e To adjust the prices of all items by the same dollar a
37. if you click Next without making a selection Changes have been made to the master entry Do This message displays if you change the name you wish to have the changes applied to every of an existing discount master Select Yes to discount in each location continue or No to cancel the change This message displays if you change the name major group or family group of an existing menu item master Select Yes to continue or No to cancel the change Changes have been made to the master entry Do you wish to have the changes applied to every menu item in each location This message displays if you attempt to edit a batch or an item in a batch that was created using the Publish Now option Modifications are not permitted on records scheduled for immediate transmission This message displays if you click Copy Current Definition To Other Locations and you have not selected a location to copy to from the list of available locations No locations to copy to This message displays if you are adding a menu Please change the name of this item item and you have not changed name of the item to be copied This message displays if you are adding a menu Please change the POS Number of this item item and you have not changed the POS Number of the item to be copied This message displays if you click Delete and Please select a batch entry to delete you have not selected an entry in a batch to remove Please select a batch to del
38. ilter Name disc E Starts With Contains POS Number 10 record s found POS Reference MERCH DISCTS NEW DISCOUNT 1000 AIRPORT DISCT 10 1022 BK ITEM DISC 200000002 MACHDISC 10 BOO000001 MARCH DISC 25 BO0000002 MACH DISC 50 BOOOO0003 ONY DISCOUNT 10 1018 SENIOR DISC 10 1004 STARB MERCH DISC 1020 3 Double click on a discount to edit Discount POS Nurmber 1004 Name 1 SENIOR DISC 15 4 Change the name if necessary and click Next The following prompt displays if you have changed the name Changes made to master x a i Changes have been made to the master entry Do you wish to have the changes applied to every discount in each location Ves Mo e Select Yes to continue e Select No to cancel this change Enterprise Maintenance Services User s Manual 43 mymicros net Enterprise Information Portal Views tf Tree Table HE a Location Hierarchy v u Organization G Travel Plazas My Organization M Legend Selected Uneelected Unavailable Some Hone Only the locations and Revenue Centers that have the selected discount will display in the Locations screen All locations and Revenues are selected by default If there are any locations or Revenue Centers that should not be edited de select them 5 You have two viewing options to choose from Tree and Table Select the locations and Revenue Centers to receive the edited discount 6 Click on a Revenue Cente
39. l 11 Click Next The Review Changes screen displays all of the changes you ve made Two views are available Summary and Detailed Views Summary C Detailed Print New menu item KID S HOT FUDGE CAKE has been copied from HOT FUDGE CAKE Publish Date 14 2004 2 27 12 PM Name 1 KID S HOT FUDGE CAKE Name 2 Major Group CNTRY KIT 306273 Family Group PIES POS Ref Next Available POS Number Item will be sent to Travel Plaza One COUNTRY KITCHEN Travel Plaza Two COUNTRY KITCHEN 12 Review the changes you have made e Ifyou need to make any changes before you continue click Previous and return to the screen that needs to be changed e If you d like to keep a hard copy of these changes click Print in the upper right corner e Ifyou want to start all over and delete the changes you ve made so far click Cancel You will return to the EMS home page e Ifthe changes are correct and you want to continue click Publish The following prompt displays Publish Complete Click Done tor the main menu 13 Click Done The new batch displays in the Pending Batches window Pending Batches 1171472003 7 53 4M In Progress Menu llernz 1171472003 7 53 4M Sys Admin Me 11 21 2003 1200 AM Awaiting Transmission New Dessert 1171872003 2 37 PM Sys Admin Enterprise Maintenance Services User s Manual 30 mymicros net Enterprise Information Portal Edit a Menu Item The procedure to edit a menu i
40. mount on this screen enter the price adjustment in the Adjust By field Select Units from the drop down list to the right Click Set e To adjust the prices of all items by the same percentage amount on this screen enter the percentage adjustment in the Adjust By field Select Percent from the drop down list to the right Click Set After you have entered a percentage adjustment amount select an amount from the Round By drop down list to round the percentage amount N ot The Round By can be used with the Adjust By Percent selection Enterprise Maintenance Services User s Manual 36 mymicros net Enterprise Information Portal Here s what happens as soon as you click Set e The menu item s Price field immediately reflects the change e The Diff field reflects the amount by which the item was changed e The price change status is set to Change Active You can disable this status until you are ready to invoke the price change For example all prices will be increased by 2 effective November 1 2003 You can make all the changes you need way In advance Disable the Change Active field for the menu items until you are ready to send the batch as the November date nears In the meantime you can continue to make changes as needed 8 OOPS You meant to increase that last price by 2 not 20 Click this button to undo the last bulk price change Whew 9 Click Next Select the publishing schedule to determine when the changes will go i
41. n that includes menu item or discount additions or changes or changes to tax rates When the additions and changes are made the user specifies the time and date that the changes will take effect and the locations that will receive the changes Before a batch is sent it is listed under Pending Batches on the EMS Home page and the Administration Edit Batches screen After a batch is successfully sent it is listed under Completed Batches e The Completed Batches window displays the batches that have been successfully sent over the last seven days Select a batch Click View to examine the contents of the batch Since Completed Batches have already been sent to the POS systems s they cannot be modified e The Pending Batches window displays batches that are in transmission or waiting to be sent within the next seven days Select a batch Click View to examine the contents e A batch that is waiting to be sent within the next seven days has a status of Awaiting Transmission e A batch with a status of n Progress will display in the Pending Batches window for 30 days e Ifa Pending Batch has not begun transmission it can be modified until transmission begins After a Pending Batch is successfully transmitted it displays in the Completed Batches window at which point it cannot be modified Detailed procedures for editing and deleting batches start on page 53 Procedures to add a batch are described in Add a Menu Item on page 17 an
42. ncorporate new and changed material since the previous edition Minor corrections and updates may be incorporated into reprints of the current edition without changing the publication date or the edition number Edition Month Year Software Version 1 November 2003 2 50 one November 2004 3 30 Enterprise Maintenance Services User s Manual mymicros net Enterprise Information Portal Preface Don t Read This Nobody ever reads the preface Even your author doesn t read the preface But in case you were wondering about the target audience and layout of this manual Who Are You This manual is intended for the individual s who set up and maintain the restaurant s enterprise database on mymicros net The manual is written for persons who are familiar with Restaurant industry concepts What is food cost POS concepts What Is a major group POS database s MICROS 3700 9700 or 8700 Your enterprise s POS database s How are our menu items organized What discounts do we offer and where What tax rates apply in various locations Your enterprise s locations structure Which restaurants are included in each district Basic web site navigation Can you buy a book from Amazon com What s in Here This manual contains the following information What is EMS How does EMS work EMS Concepts What are the basic tasks navigational elements etc How to How do adda menu item edit a discount or modify a batch What Did You Find
43. nding Batches View Add Discount copia 2 10 28 2004 3 23 PM 5 SYSADMIN Poy Edit Discount ad Edit Tax Rates Number Ranges Edit Batches 10 27 2004 11 52 AM 10 27 2004 11 08 AM 10 26 2004 17 26 AM 10 26 2004 11 18 AM 10 15 2004 2 02 AM Tine Transmission Awaiting Transmission Awaiting Transmission Amgalting Transmission Awaiting Transmssion Soup Potato 2 Soup Potato MANAGER DISC Hamburgers Hamburger 10 27 2004 11 52 AM 10 27 2004 11 08 AM 10 26 2004 11 26 AM 1026 2004 11 18 AM 10 14 2004 11 32 4M SYSADMIN SYSADMIN SYSADMIN SYSADMIN SYSADMIN The EMS home page includes the following controls e Logout logs out the current user and returns to the mymicros net home page e Home returns to the EMS home page e Menu Items Discounts Tax Rates add or modify items e Administration Edit POS number ranges or EMS batches e Open Tasks view a list of unfinished tasks selected by the current user e View examine the contents of a completed or pending batch e Refresh refresh the contents of the current page The Completed Batches pane displays a list of all batches sent within the last seven days The Pending Batches pane displays batches that are in transmission or are waiting to be sent within the next seven days Enterprise Maintenance Services User s Manual 8 mymicros net Enterprise Information Portal Batches A batch is a packet of informatio
44. net Enterprise Information Portal Edit a Number Range 1 Click Number Ranges 2 Highlight the name of the POS number range to change and click Edit Name 5 Type k Appetizers 2000 Menu Item Employee 20 Discount Entrees 4000 Menu Item 3 Change the name range values and type as needed 4 Click OK 5 Repeat steps 2 through 4 for each range to edit When you are finished click Done Delete a Number Range 1 Click Number Ranges 2 Highlight the name of the POS number range to remove and click Delete 2000 Menu Item Employee 20 Discount Entrees 4000 Menu ltem Delete POS Sumber Range 2 Delete POS Number Range Appetizers Mo 3 Click Yes 4 Repeat steps 2 and 3 for each range to delete When you are finished click Done Enterprise Maintenance Services User s Manual 52 mymicros net Enterprise Information Portal Add a Batch The procedures to add a batch are incorporated into the procedures for Adding a Menu Item starting on page 17 and Adding a Discount starting on page 39 A batch is created when you reach the Publish Data screen during the add process The publishing schedule options determine when the changes will go into effect Select how you wish to publish these changes Publish Now C Create anew batch to publish Name Effectivity Date 9 27 2003 v Time j C Addto an existing batch Select existing batch e Publish Now Select this option to publish the
45. nstall the NET Framework 1 1 from Microsoft Windows Update Click on the Microsoft Windows Update link 4 Go to the Downloads page and locate the VET Framework 1 1 Redistributable Package Download the selection to a temporary directory on your server and then run dotnetfx exe to install it 6 Close all instances of nternet Explorer and then log back in to mymicros net User Requirements e Your ability to perform the tasks in the EMS menu will depend on the privileges assigned to your Role For more information on Roles and Security refer to the mymicros net System Administrator s Manual Basic Tasks in EMS The EMS menu allows users to Enterprise Maintenance Services User s Manual Add or Edit Menu Items or Discounts and Modify Prices Edit Tax Rates Create POS Number Ranges for menu items and discounts Create new batches to go into effect as soon as possible or at a specific date and time edit pending batches and view pending and completed batches View the tasks the user has opened but not completed mymicros net Enterprise Information Portal EMS Concepts P x my Kroes shet Retesh View FE MICROS Enterprise Maintenance Services Logout Home Completed B atches b 10 26 2004 3 29PM Processed Success Bacon burger 10 28 2004 3 23 PM iE SYSADMIN 3 10 27 2004 11 52AM Processed Success Soup Marylnd Crab 10 27 2004 11 52 AM SYSADMIN 4dd Menu Item Edit Menu ltem Modify Prices Pe
46. nto effect Select how you wish to publish these changes Publish Now Create anew batch to publish Name Effectivity Date 11 19 2003 Time j Rollback Date 11 18 20U 3 Time j Enable Rollback Date Add to an existing batch Select existing batch Hame Created By Sps Admin When modifying prices if you choose Create a new batch to publish you have the option to enable a date and time to revert the price change This option is used if you are changing prices for a set period such as Valentine s Day don t the prices always go up for that one day or November 1 through February 28 when your vendor s shellfish prices go up To use this option select the Enable Rollback Date and select the Rollback Date and Time the changes will revert to their original prices Enterprise Maintenance Services User s Manual 37 mymicros net Enterprise Information Portal 10 Click Next The Review Changes screen displays all of the changes you ve made 11 Review the changes you have made e If you need to make any changes before you continue click Previous and return to the screen that needs to be changed e If you d like to keep a hard copy of these changes click Print e Ifyou want to start all over and delete the changes you ve made so far click Cancel You will return to the EMS home page e Ifthe changes are correct and you want to continue click Publish The following prompt displays Publish Compl
47. o change the name Name 2 at all locations All locations with changes will immediately display in a table on this screen Click Select to change the Major Group Click Select to display a pop up window HE Major Group Master a i Select Major Group Master Current ACCESOR 301632 Search Text PO ACCESOR 301632 420000 360000 220000 250000 270000 210000 860000 r oup escarra 200009 180000 350000 260000 MUSIC 301639 390000 ewen 29632 370000 480000 480000 210000 290000 SOLVER 311F44 Make the appropriate selection and click OK Click Set if you want to make the change at all locations All locations with changes will immediately display in the table Enterprise Maintenance Services User s Manual 25 mymicros net Enterprise Information Portal Click Select to change the Family Group Click Select to display a pop up window isl Family Group Master Select Family Group Master Current Search Text HAT DGS SA115 Family Group Ij Mh OO Pap coy CO ey Oy CO Bo Boy oy oo E ra oy w S BS E D CD CD I F co oo a 2 2 al eee oy oy a 2 aj C CI BK i Make
48. r and click Next to display its POS definition if you need to make any changes Views f Tree Table Copy Curent Definition To Other Locations Locations Location Details My Organization j Location Travel Plaza Two E My Organization Mame 1 SENIOR DISC 15 My Organization Travel Plazas POS Number 1004 Travel Plaza One Main Level Sub Level 1 Level 1 Ca SLU HHT SLU NLU Type Definition OM Open OFF Preset OM Amount OFF Percentage ltem Discount Employee Meal Reference Entry Required Changed tems Travel Plaza Two Travel Plaza One Enterprise Maintenance Services User s Manual 44 mymicros net Enterprise Information Portal 7 Click Next Select the publishing schedule to determine when the changes will go into effect Select how you wish to publish these changes PublishNow fe Create anew batch to publish Mame Change Senior Discount Amount Effectivity Date 17 30 2003 gt Time WWENRWEESO Add to an existing batch Select existing batch Name Created By New Dessert Sys Admin EF Name Change Sys Admin 8 Click Next The Review Changes screen displays all of the changes you ve made 9 Review the changes you have made e If you need to make any changes before you continue click Previous and return to the screen that needs to be changed e If you d like to keep a hard copy of these changes click Print e Ifyou want to start all over and delete the changes you ve made so
49. s Table page 28 But if all you want to do is change the price of a single item or a whole slew of items for several locations we ve provided a shortcut for you the Modify Prices selection on the EMS menu The procedure to modify a price here is streamlined You ll notice it s similar to the steps when adding or editing a menu item but it s is a lot quicker Refer to Adding a Menu Item for descriptions of each field 1 From the EMS menu click Modify Prices 2 Use the filtering criteria to locate the menu item to copy and then click Search A list of menu items that match the criteria display Filter Mame 1 cake Starts With Contains Name 2 f Starts With Contains FOS Number Selected 1 PANCAKE 2 PANCAKES CAKE CONE CAKES amp EGGS CARROT CAKE HOT FUDGE CAKE E CARE EGG MILKSHAKE CAKE PANCAKE PANCAKES PANCAKES PANCAKES WY MEAT STRAW PANCAKES m _ rc rc cr r r Enterprise Maintenance Services User s Manual Major Group ENTRY EIT 306273 CNTRY KIT 306273 FOOD 306001 CNTR Y KIT 306273 CNTR Y KIT 306273 CNTR Y KIT 306273 CNTR Y KIT 306273 CNTR Y KIT 306273 CNTR Y EIT 306273 RO ROGER 306022 CNTR Y EIT 306273 ROY ROGER 306022 CNTR Y EIT 306273 Major Group Famil Group Family Group BREFST SIDES BREFST SIDES DESSERTS PANCAKES PIES PIES KIDS MEALS ICE CREAM CONDOS MODS PANCAKES PANCAKES PANCAKES PANCAKES Select Select POS Re
50. s run You must have system administrator privileges to access the EMS Setup portlet in the Administration menu If the security settings are not enabled and you attempt to run EMS the following message displays The security on your computer has not been configured to allow EMS to run successfully Please use the EMS Setup portlet within the portal to setup your computer For details on how to add a portlet refer to the mymicros net System Administrator s Manual If the NET Framework 1 1 Isn t Installed If the Microsoft VET Framework 1 1 Redistributable Package 1s not installed on the PC the following message will display when you log in to mymicros net and attempt to launch EMS Security Warning s x Do you want to install and run Versioning Applet signed on 9 17 2003 10 12 4M and distributed by MICROS Systems Inc Publisher authenticity verified by Thawte Server CA Caution MICROS Systems Inc asserts that this content is safe You should only install view this content if you trust MICROS Systems Inc to make that assertion SIGNED WITH PERMISSIONS Full Permissions r E E Complete the following steps Enterprise Maintenance Services User s Manual mymicros net Enterprise Information Portal 1 Select the Always trust content from MICROS Systems Inc option 2 Click Yes The following message displays This application requires the Microsoft NET Framework 1 1 Download and i
51. t view This view displays the locations in a tree view in the left pane and the basic POS database details of the item You can change locations by selecting a different one in the tree in the left pane You can change Revenue Centers by clicking on a different one in the list The information on this screen will change depending to the Location and Revenue Center you select As you make changes for each Revenue Center the Revenue Center name displays under Changed Items in the left pane To change any of the POS database details you must be familiar with those fields Options that you turn on or off are enabled disabled by clicking them An option is enabled 1f it displays inverted in dark blue For example the screen on the next page shows the Main Level Sub Level fields all enabled Refer to your product s programming documentation for details on the POS fields as they are not discussed or defined in this document e Locations Table This view is used to change the name major group or family group of the selected item in one location selected locations or all locations 1 e a bulk change Details of each change for each location will display in the table e Definitions Table This view is used to change the POS definition of the selected item The layout here is similar to table view in the POS system Click inside a field and make the desired changes Use the scroll bar at the bottom of the screen to view all of the fields
52. tails of all your changes up to this point display on the Edit Locations screen There are four location screens you can edit by selecting the following views Tree Locations Table Definitions Table and Prices Table The selections displayed are identical to those described in Add a Menu Item and illustrated on pages 21 through 23 6 When you ve completed your changes in the various Location View screens click Next 7 Select the publishing schedule to determine when the changes will go into effect 8 Click Next The Review Changes screen displays all of the changes Review the changes you have made e If you need to make any changes before you continue click Previous and return to the screen that needs to be changed e If you d like to keep a hard copy of these changes click Print e Ifyou want to start all over and delete the changes you ve made so far click Cancel You will return to the EMS home page e Ifthe changes are correct and you want to continue click Publish The following prompt displays Publish Complete Click Done tor the main menu 8 Click Done The new batch displays in the Pending Batches window Enterprise Maintenance Services User s Manual 33 mymicros net Enterprise Information Portal Modify Prices EMS gt gt Modify Prices You re probably wondering Didn t I already read something about adding or editing a price Why yes yes you did in the Adding a Menu Item section see Price
53. tem can be changed here The information in this section is for rosana E viewing only Changes can only be lv Print on Receipt BKFEGG MTTMP TST made onthe POS V Print on Journal PANCAKES m Printer Links PANCK MEAT ONLY Name CHECK ONLY V Print on Guest Check PCAKE PREP MEAT BKFST SIDES POS Ref 805431002 C 1 Country Kitchen BKSID CHK RPRINT O 2 Country Kitchen BKSID EGPRP TOST Me Pd aan hig Sai Allowed Condiments Required Condiments SAND FRY OR SLD SAND TMP FRY SLD SAND BRD FRY SLD BURGERS HAMB TMP FR D SL ENTREES SOUP OR SALAD v 1 EGG PREP C 1 EGG PREP v HAM BACON SSG 2 HAM BACON SSG Cond Group 3 3 Cond Group 3 Cond Group 4 4 Cond Group 4 Cond Group 5 5 Cond Group 5 O 6 7 8 8 BKFST BREAD BKFST BREAD Cond Group 7 Cond Group 7 Cond Group 8 Cond Group 8 MEAT TEMP MEAT TEMP MEAT TMP SP SL CHIX TURKEY SOUP OR SALAD SAUCE SPOR SLD PASTA SOUP OR SALAD FISH SEAFOOD Member Condiments Type Definition CHK RPRINT SOUP OR SALAD CO CO J C Cn wh EGG PREP ON Open Priced Menu Items OF HAM BACON SSG ON Condiment Menu Items OFF Cond Group 3 Negative Priced Menu Items 1 2 3 Cond Group 4 4 Increment Seat Number With Sale o 5 6 7 OUT CO CO J G Cn wn KIDS CHK RPRINT SIDES CHK RPRINT APPS Cond Group 5
54. tem is similar to adding a menu item Refer to Adding a Menu Item for descriptions of each field 1 Click Edit Menu Item 2 Use the filtering criteria to locate the menu item to edit and then click Search A list of menu items that match the criteria display Note Only the items in the locations and Revenue Centers that your role has access to will display Filter Name 1 cake f Starts With Name 2 fe Starts With POS Number Name 1 1 PANCAKE 2 PANCAKES CAKE CONE CAKES amp EGGS WS CARROT CAKE HOT FUDGE CAKE K CAKE EGG MILKSHAKE CAKE PANCAKE PANCAKES PANCAKES PANCAKES W MEAT 1 STRAW PANCAKES 3 Double click on a menu item to edit Menu ltem POS Number 806431007 Name 1 CARROT CAKE Name 2 Contains Contains Major Group CNTRY KIT 306273 CNTRY KIT 306273 FOOD 306001 CNTRY KIT 306273 CNTRY KIT 306273 CNTRY KIT 306273 CNTRY KIT 306273 CNTRY KIT 306273 CNTRY KIT 306273 ROY ROGER 306022 CNTAY KIT 306273 ROY ROGER 306022 CNTR Y KIT 306273 Enterprise Maintenance Services User s Manual Major Group Famil Group Family Group BREFST SIDES BREFST SIDES DESSERTS PANCAKES PIES KIDS MEALS ICE CREAM CONDOS MODS PANCAKES PANCAKES PANCARES PANCARES Select Select POS Reference 805150012 80516001 3 500430083 8051 20005 805431007 505431203 s05390002 05434002 805901115 216120001 8051 20002 215120002 005120004 1
55. the current screen FE MICROS Enterprise Logout Home Select Master Add Master Select Locations Click this gray bar to hide the EMS menu and increase the viewing area of the screen Click the bar again to re display the EMS menu This option is especially helpful when viewing a screen in Table view Add Menu Item Edit Menu ltem Modify Prices Add Discount Edit Discount Edit Tax Rates Enterprise Maintenance Services User s Manual 15 mymicros net Enterprise Information Portal Menu Items EMS gt gt Menu Items Filter Name 1 Starts With Contains Major Group Name 2 Starts With C Contains Family Group POS Number Cancel Enterprise Maintenance Services User s Manual 16 mymicros net Enterprise Information Portal Add a Menu Item 1 Click Add Menu Item 2 Use the filtering criteria to select the menu item to copy and then click Search A list of menu items that match the criteria display Filter Name 1 cake Starts With Contains Major Group Select Name 2 f Starts With Contains Family Group Select POS Number 13 record s found Major Group Family Group POS Reference k 1 PANCAKE CNTRY KIT 306273 BREFST SIDES 805750012 2 PANCAKES CNTRY KIT 305273 BREFST SIDES 805150013 CAKE CONE FOOD 306001 DESSERTS SO04 30083 P CAKES EGGS CNTRY KIT 306273 PANCAKES 8051 20005 CARROT CAKE CNTRY KIT 306273 PIES 805431007 HOT FUDGE CAKE CNTRY KIT 30527
56. the appropriate selection and click OK Click Set if you want to make the change at all locations All locations with changes will immediately display in the table Enterprise Maintenance Services User s Manual 26 mymicros net Enterprise Information Portal Definitions Table view Views Tree Locations Table Definitions T able Prices Table Operations Location Filter None j Bulk Changes Location Revenue Center Seq Marne 1 Main Level Sub Level SLU k Travel Plaza One COUNTRY KITCHE 1 k KID S HOT FUDGE 1111111100 1111111100 T DESSERT Travel Plaza Two COUNTRY KITCHE 1 1111111100 1111111100 7 DESSERT Operations section Location Filter Bulk Changes Select a location to view its Revenue Centers The table displays the menu item s Revenue Center details This information is obtained from the POS system s database To edit these database fields you must be familiar with them in your POS system For details on the remaining fields refer to your POS system s programming documentation You can change the POS detail of each line item by clicking in a field and modifying it Use the scroll bar to view all of the fields in the table Fields that require a selection will display a pop up window for you to make a choice Don t panic If you don t know hexadecimal values e g the Main Level and Sub Level fields A pop up window makes it easy for you to make selections and the system will then translate your
57. the enterprise When a location is selected its Locations U Revenue Centers display This window lists the items that have been changed in the location s Changed Items Revenue Centers This section displays the menu item s name major group family group Location Details POS record number and POS type in the selected location Enterprise Maintenance Services User s Manual 21 mymicros net Enterprise Information Portal This section displays the menu item s Revenue Center details This information is read from the POS system s database To edit these database fields you must be familiar with them in your POS system For details on these fields refer to your POS system s Revenue Center programming documentation Details NOTE Sequence field Menu Items can have multiple menu item definitions A menu item definition is called a Sequence in EMS MI Class options e Existing Select this option to use the existing menu item class You can either accept the default or choose a different one Click Select to display all menu item classes shown below The current menu item class is selected When you choose a different menu item class from the left pane its entire definition displays Viewing this information will assist you when making an appropriate menu item class selection After you ve made a selection click OK to continue Select Menu Item Class E M Selected Menu ltem Class Data Menu ltem class for this i

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