20.2

This patch contains bug fixes.

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Reporting and Analytics

20.2 introduces the following changes:
  • The user interface has been refreshed using Oracle’s Redwood design system, bringing a more modern, consistent, and user-friendly experience, without altering workflows or requiring training. This update is a visual enhancement, not a full redesign. This incorporates Redwood’s refined UI components to make the interface more modern and consistent both within Oracle Restaurants applications, as well as with other Oracle applications, like Fusion Enterprise Resource Planning (ERP) or NetSuite. Key improvements include:

    • Consistent look and feel – the updated interface ensures a familiar experience across platforms.

    • Modernized visuals – refreshed fonts, colors, and spacing to enhance readability and to create a cleaner, more contemporary look.

    • Improved accessibility – higher color contrast, better keyboard navigation, and enhanced screen reader compatibility make the platform more inclusive.

    • Usability refinements – updated drop-downs, buttons, and notifications provide smoother, more intuitive interactions.

    While the interface looks refreshed, all existing workflows and functionality remain intact. You can continue using the system as you always have, but with a more polished experience. For more details about the enhancements and a visual comparison between the new and the previous interface, review the introduction video from Oracle University.

  • Expanded the reporting capabilities of Order Channels to let operators gain more insights from where orders are originating. Order Channel information has been added to the Check Detail, Sales Analysis, Operations Analysis, and Closed Checks reports. More details can be found in the Reporting and Analytics Reports Reference Guide. Order Channel information has also been added to many different Report Builder and iQuery subject areas to let you create customized reports.

  • Redesigned parts of the Point of Sale tab in People Management. The workflows to assign locations, roles, and EMC visibility were made more consistent. The changes simplify and streamline those actions, especially when managing large enterprises.

  • Updated the password policy to improve security and stay up-to-date with evolving industry standards. For more details about the updated password rules, see Passwords and Locked Accounts in the Reporting and Analytics User Guide.

  • Extended support for Australian GST configurations to Self-Service Exports, Report Builder, and InMotion Mobile App. Tax-specific data points:

    • Can now be queried in self-service export configurations.

    • Are included in the Standard GL Export template (see the Standard Export User Guide for more details).

    • Are available in several subject areas within Report Builder custom reports.

    • Are available within the InMotion Mobile check detail view, where you can view a breakdown of taxes.

  • External references can now be accessed from Reporting and Analytics, which complements a new feature in Simphony 19.8. Those references are used by integrators to link items between external third-party systems, such as inventory, supply chain, or ERP applications, and Simphony. External Reference 1 and External Reference 2 are available for Menu Items, Menu Item Prices, Discounts, Service Charges, and Tender Media. The fields can be queried from the relevant dimensions endpoints of the Business Intelligence (BI) API, Self-Service Export subject areas, and Direct Database Access views.

  • Additional enhancements to Report Builder and iQuery:

    • Existing transaction-based subject areas can now be used to report on historical data. Previously they were limited to the current business date.

    • Multiple VAT tax-related sales metrics have been added to Operations, Menu Item, Service Charge, Discount, and Guest Check subject areas and are now available for customized reports.

    • Employee SSN and User-Defined Fields are added to Time Card subject areas, extending the data available for customized reports.

  • Additional enhancements to Self-Service Exports:

    • Added an option to schedule transaction-level exports based on cloud posted date. The new delta exports scheduling option includes all data that was inserted or updated in the cloud on a defined date, instead of all transactions of a defined business date. With the new option, exports will automatically include late posted data or updates to previous business dates. It will help reduce manual efforts and export re-runs.

    • Subject areas have been enhanced to include check line item-level tax information. Details about the applied tax rates per item can now be exported. This information has been added to the Check Menu Item, Check Discount, and Check Service Charge subject areas.

    • Improved the existing Oracle Payment Cloud Service-related export subject areas to more easily allow for payment reconciliation in external systems. Several attributes have been added, especially the Payment ID and Payment Detail ID fields which help reconcile and match POS transaction, payment settlement, and payment payout details belonging to the same payment transaction.

      The New Payment Reconciliation Standard Export and Payment Payout Summary Standard Export have been added as core templates, making setting up exports including all relevant data points to reconcile payments very easy. More details about the new standard core templates can be found in the Standard Export User Guide.

      More detailed descriptions of the payment reconciliation workflow and data structure descriptions are available in the Oracle Payment Cloud Service User Guide.

  • Additional enhancements to the BI API:

    • Added the new getTimeCardDetails endpoint that allows integrators to query time card details in real time. Combining endpoints to query sales and time cards within the BI API helps to simplify labor or payroll integrations and you do not have to use the separate Labor Management API.

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

    • Added the new getPaymentPayoutSummary endpoint which summarizes batch payouts for the specified account and payout date.

    • The existing Oracle Payment Cloud Service-related API endpoints have been improved to more easily allow for payment reconciliation in external systems. Several attributes have been added, especially the Payment ID and Payment Detail ID fields which help reconcile and match POS transaction, payment settlement, and payment payout details belonging to the same payment transaction.

      More detailed descriptions of the payment reconciliation workflow and data structure descriptions are available in the Oracle Payment Cloud Service User Guide.

Labor Management

The timeclock application (TCA) download portlet has been removed from the user interface and unassigned from all roles. The TCA is used by RES 3700 customers.

Parent topic: Features and Updates