20.1.16

This patch contains bug fixes.

Log in to the Support Portal and then click the following links for more information:

• Document 8285 contains a list of bugs fixed in the patch.

• Document 8286 describes documentation updates to support the patch.

Reporting and Analytics

20.1.16 introduces the following changes:

• Enhancements to People Management and Labor Management:

  • To quickly hire an employee, you can now copy an existing person to create a new one with the same assigned attributes, privileges, and permissions. Only the name, email, and magnetic card number need to be entered during the new copy workflow. See Copying a Person in the Reporting and Analytics User Guide.

  • Improved assigning enterprise labor employees to away stores:

    • You can now search for an away store when reassigning an employee to another store, reducing the time scrolling for the location.

    • You can now select more than one store at a time. Press the Ctrl key and then select the additional stores.

  • To simplify support procedures, the magnetic card number is no longer masked within the employment information of a person. To view this field, navigate to the person, edit them, click Employment, click Manage Employment Information, click Labor Configuration, and then click POS Configuration.

  • Enterprises using a hybrid labor configuration can now set effective from and effective to dates for jobs assigned to people in a non-labor location. That lets enterprises add an end date to a job assignment if an employee changes roles and needs different job assignments or remove their authorization to work at certain locations.

  • The timecard API in the Labor Management API has been enhanced with revenue center and job code information, as well as regular and overtime hour and pay details accrued for each time card record. For more details, see the Labor Management API Programmer’s Guide.

• Enhancements to API accounts and the API authentication workflow:

  • You can now configure custom redirect URLs for an API account. This applies to all types of API accounts. See Adding API Accounts for more details.

  • The expiration time of the refresh token has been extended from two to four weeks. This lets integrators refresh the ID token and refresh token even after the ID token has expired after two weeks, allowing for a simplified integration. This change applies to all types of API accounts. See Authenticate in the Business Intelligence API Guide for more details.

• Enhancements to the Business Intelligence API:

  • Added endpoints for quarter hour sales and operational aggregations. The endpoints closely follow the structure of the existing daily aggregations, with an additional array that allows integrators to identify sales and operational data broken down by quarter hour number, business hour, and day part name. For more details, see: combo items, job codes, discounts, service charges, tender media, menu items, order types, and operations.

  • To support further and customized categorization of several definition types, the category group information of cash management items, discounts, order types, revenue centers, service charges, taxes, tenders, menu items, family groups, and major groups were added to the relevant Dimensions endpoints. To create category group hierarchies, category groups, and see how to assign them to master items, see Creating Category Group Hierarchies, Creating Category Groups, and Configuring Master Items in the Reporting and Analytics User Guide.

  • Added discount report group information to the getDiscountDimensions endpoint. This lets integrators use the same grouping of discounts in their external system, as already defined in the Simphony EMC.

  • Location and revenue center address, country, and region information has been added to the getLocationDimensions and getRevenueCenterDimensions endpoints.

  • Added fields to identify the card present type, transaction currency, and the exact version of the workstation client posting the payment transaction to the getSPIPaymentDetails endpoint.

  • Customers using the Simphony tip track feature can now query tips that were paid out by employees using the newly added tipsOutTtl field in the getEmployeeDailyTotals endpoint.

  • Added four new fields to the getCashManagementDetails endpoint to allow for the complete view of cash management transactions and deposits.

  • Added several new fields to the getGuestChecks endpoint to identify check operations such as reopen a closed check, reprint a check, split checks and some adjustment totals:

    • Within the detailLines array: rvcNum, seatNum, numerator, denominator.

    • Within the guestChecks array: numSrvcRd, vdTtl, mgrVdTtl, returnTtl, errorCorrectTtl, reopnClsdChkFlag, reopnClsdChkOpnLcl, reopnClsdChkOpnUTC, reopnClsdChkOpnBusDt, numChkPrntd, splitOut, addedIn.

    • Within the taxes array: taxExmptTtl.

    • For detailed descriptions of each of those fields, see the Business Intelligence API Guide.

• Enhancements to reports, reporting, and export functionality:

  • Implemented several usability enhancements to the Open Checks report. It now includes a new filter, that lets you select whether to include checks opened during the current business date or not. The report also now displays checks opened up to 60 days ago.

  • An enterprise using multiple reporting hierarchies can now select one of them as their default. Individual users can override the enterprise setting in their My Profiles dialog. The default reporting hierarchies define which locations are displayed within the basic drop-down filter for locations on reports. The All locations selection includes all locations that are configured within the default reporting hierarchy.

  • A new tax type Type 6 = Add on, Excludes Start Amount is now supported on the Check Detail report, and returned as a new enumeration value in exports and the BI API.

  • The Payout Detail report and the Payout Transaction Detail report can now be grouped by business date.

  • The Clear Totals portlet now lets you delete labor data up to a specified date. Customers using Labor Management can now delete time cards and labor cost that were added during training, prior to going live with a new location.

  • The Report Library now lets you search translated report names or descriptions. The response time of the search is now instantaneous.

  • Self Service Exports and Standard Export specification:

    • Customers using future order can now identify the future auto fire date and time. The Guest Check Headers subject area and the Guest Check Headers (CHDR) version 1.24 export components now include this field. For more information refer to the Reporting and Analytics Standard Export User Guide.

    • The Cash Management Details subject area and the CASH component within the Standard General Ledger Core Export were enhanced to include four new fields to allow for a complete view of cash management transactions and deposits. The new fields are actual business date, session number, target receptacle number, and target session number. For more information refer to the Reporting and Analytics Standard Export User Guide.