The Dashboard - Today's Tasks

The application checks the "Order Schedule" defined in the Customer Details screen in Enterprise Manager (the "Order Type" must be set to 'Order') to determine if a Commissary Order should be placed today.  It also checks to see if an order has been created or canceled for today.

Visible: Only the day the order is to be created.

Hyperlink: Opens the Create Commissary Order screen.

Displays for Commissary Orders that were created but not submitted.

Visible: Until the order is submitted or canceled.

Hyperlink: Opens the order for Edit.

Displays for outgoing Commissary Orders with an Expected Delivery Date ≤ the current date that have been Invoiced and are for customers to which the current user is linked.  

Visible: Until the order is reconciled or canceled.

Hyperlink: Opens the View screen for the order.

Displays for incoming Commissary Orders with an Expected Delivery Date ≤ the current date that are Ready for Physical Reconcile (i.e. – 'Invoiced'). 

Visible: Until the order is reconciled.

Hyperlink: Opens the order for Physical Reconcile.

Displays for orders with an Expected Delivery Date ≤ the current date that are Ready for Invoice and are for customers to which the current user is linked.

Visible: Until the order is invoiced or canceled.

Hyperlink: Opens the order for Invoice.

Displays for orders with an Expected Delivery Date ≤ the current date that are Ready for Picklist and are for customers to which the current user is linked.

Visible: Until the order is picklisted or canceled.

Hyperlink: Opens the order for Picklist.

Displays for orders with an Expected Delivery Date ≤ the current date that have been invoiced, have not been (Final) Reconciled, and are for customers to which the user is linked. 

Visible: Until the order is reconciled or canceled.

Hyperlink: Opens the order for Reconcile.

Displays for ship-side Customer Orders with an Expected Delivery Date ≤ the current date that are Ready for Approval and are for customers to which the current user is linked.

Visible: Until the order is approved or canceled.

Hyperlink: Opens the order for Approval.

Displays for previous dates for which Daily Prep was started but not completed.

Visible: Until the transaction is completed or canceled, which must be done prior to Post.

Hyperlink: Opens the Daily Prep screen for that transaction for Edit.

The application checks for employees where the current location is their primary location and whose status is "Incomplete" (i.e. – not all Employee Checklist items have been completed); one task will be displayed for all records.

Visible: Until the employee records are completed or deactivated (i.e. – ‘Terminated’).

Hyperlink: Opens the Employee Maintenance screen, filtered by 'Incomplete' status.

If the current location is associated with a Wage Matrix, the application checks for hourly employees where this location is their primary location and whose status is "Assign Wage"; one task will be displayed for all records.

Visible: Until wage matrix rates are assigned or the employee records are deactivated.

Hyperlink: Opens the Employee Maintenance screen, filtered by 'Assign Wage' status.

Displays for the current period if the Final for Post inventory has been reviewed and the total negative variance value exceeds the parameters defined by Inventory Preferences in Enterprise Manager.

Visible: Until the variance is reduced within the defined parameters or the period is posted.

Hyperlink: None.

Displays for the current period if the Final for Post inventory has been reviewed and the total positive variance value exceeds the parameters defined by Inventory Preferences in Enterprise Manager.

Visible: Until the variance is reduced within the defined parameters or the period is posted.

Hyperlink: None.

Displays for dates for which Labor Actual records exist, but have not been reviewed.

Visible: Until the records have been reviewed, which must be done prior to Post.

Hyperlink: Opens the Labor Actuals screen for that date for Edit.

This task will display to reminder users to create a schedule for the upcoming week.

Visible: Tasks can be configured to appear a specified number of days before the week begins based on the location's Labor Preferences.

Hyperlink: Opens the Manage Schedules screen in Teamworx.

Displays for outgoing Location Transfers that have not been reconciled.

Visible: Until the transfer is reconciled or canceled.

Hyperlink: Opens the View screen for the Location Transfer.

Displays for Location Transfer requests that have been received. 

Visible: Until the request is processed or canceled.

Hyperlink: Opens the Review screen for the Location Transfer.

Displays for incoming Location Transfers that are ready for reconcile. 

Visible: Until the transfer is reconciled or canceled.

Hyperlink: Opens the Reconcile screen for the Location Transfer.

If Buffet Consumption records have been created within the past 2 weeks, the task list will display any dates/dayparts (for open periods) within that range for which data was not entered. 

• Will NOT appear on the Dashboard if the location's Hours of Operation “Opening Time” = ‘00:00’ or the date is listed on the location's Scheduled Closed Calendar.

Visible: Existing tasks will appear until the period is posted or the task is canceled. New tasks will continue to appear for 2 weeks; will stop after this if there is no additional activity.

Hyperlink: Opens the selection screen for that date and daypart.

If Labor Actual records have been created within the past 2 weeks, either by import or manual entry, the task list will display any dates (for open periods) within that range for which data was not entered.

• Will NOT appear on the Dashboard if the location's Hours of Operation “Opening Time” = ‘00:00’ or the date is listed on the location's Scheduled Closed Calendar.

Visible: Existing tasks will appear until the period is posted. New tasks will continue to appear for 2 weeks; will stop after this if there is no additional activity.

Hyperlink: Opens the Labor Actuals screen for that date for Edit.

If Labor Schedule records have been created within the past 2 weeks, the task list will display any dates (for open periods) within that range for which no Labor Schedule exists.

• Will NOT appear on the Dashboard if the location's Hours of Operation “Opening Time” = ‘00:00’ or the date is listed on the location's Scheduled Closed Calendar.

Visible: Existing tasks will appear until the period is posted. New tasks will continue to appear for 2 weeks; will stop after this if there is no additional activity.

Hyperlink:Opens the Manage Schedules screen in Teamworx.

If a file has been processed within the past 2 weeks, the task list will display any dates within that range (for open periods) for which the location did not process a Menu Mix import.

• Will NOT appear on the Dashboard if the location's Hours of Operation “Opening Time” = ‘00:00’ or the date is listed on the location's Scheduled Closed Calendar.

Visible: Existing tasks will appear until the period is posted. New tasks will continue to appear for 2 weeks; will stop after this if there is no additional activity.

Hyperlink: None; Menu Mix files are processed via the CDP.

If Register Sales records have been created within the past 2 weeks, either by Sales Mix import or manual entry, the task list will display any dates/registers (for open periods; includes today) within that range for which data was not entered.

• Will NOT appear on the Dashboard if the location's Hours of Operation “Opening Time” = ‘00:00’ or the date is listed on the location's Scheduled Closed Calendar.

Visible: Existing tasks will appear until the period is posted. New tasks will continue to appear for 2 weeks; will stop after this if there is no additional activity.

Hyperlink: Opens the Sales Transactions screen, but does not create a new record automatically – the user must select a date and register.

This task will display in the list if there are any failed Menu Mix import files for the current period that require Error Remediation.

Visible: The task will appear until all failed files have been remediated or until the period is posted.

Hyperlink: None; Menu Mix files are processed via the CDP.

This task will display in the list if there are any failed Sales Mix import files for the current period that require Error Remediation.

Visible: The task will appear until all failed files have been remediated or until the period is posted.

Hyperlink: None; Sales Mix files are processed via the CDP.

Displays the current unposted period when there is a Post Date ≤ the current date for which Inventory has not been Posted.

Visible: Until Inventory is posted for the period.

Hyperlink: Will attempt to open the Post Inventory screen for the period; posting validation will be performed, so the application may display a warning message instead.

Displays the current unposted period when there is a Post Date ≤ the current date for which Labor has not been Posted. 

Visible: Until Labor is posted for the period.

Hyperlink: Will attempt to open the Post Labor screen for the period; posting validation will be performed, so the application may display a warning message instead.

Displays for Purchase by Invoice transactions for the location that have a status of "Awaiting Allocation" and a Delivery Date ≤ the current date.

Visible: Until the costs on the Invoice are allocated.

Hyperlink: Opens the Edit screen for the invoice.

Displays for Purchase by Invoice transactions for the location that have a status of "Awaiting Invoice" and a Delivery Date ≤ the current date.

Visible: Until the Invoice is reconciled.

Hyperlink: Opens the Reconcile screen for the invoice.

Displays for the current unposted period if sales forecasts have not been manually reviewed by an authorized user. This task will appear if a budget has been saved for the period and/or forecast data has been reviewed and saved for one of the last 4 posted periods.

Visible: Until forecasts have been reviewed or until the period has been posted.

Hyperlink: Opens the Sales Forecasts screen for that week for Edit.

Displays for dates ≤ the current date for which an inventory event is scheduled but quantities have not been entered. (Since inventory counts are supposed to reflect end of day quantities, counts are typically entered the day after the scheduled event.)

Visible: Until the event is completed or canceled.

Hyperlink: If the event is in the past, the Data Entry screen will open. If the event is for the current date, the Count Sheet screen will open.

Displays for scheduled inventory events that have quantities entered but not reviewed.

Visible: Until the event is completed or canceled.

Hyperlink: Opens the Review screen for the Scheduled Inventory event.

Displays for Simple Receipt transactions for the location with an Expected Delivery Date ≤ the current date that are ready for reconcile (i.e. - "Submitted").

Visible: Until the transaction is reconciled or canceled.

Hyperlink: Opens the Simple Receipt screen for Reconcile.

Displays for Vendor Orders that have been reconciled but which require approval based on criteria defined in the Purchasing preferences.

Visible: Until the order has been approved.

Hyperlink: Opens the Approval screen for the Vendor Order.  {Note}: The link will be enabled only if "NC-Purchasing > Reconcile Approval" is enabled for the user.

Displays for Vendor Orders for the location that are submitted (and were not submitted with the "Do Not Transmit" box checked) and are from vendors from whom a confirm receipt is required but has not been received.

Visible: Until a receipt confirmation has been received.

Hyperlink: None; Confirm Receipt files are processed via the CDP.

Displays for Vendor Orders for the location that have been submitted and for which a Confirm Terms import has been processed. 

Visible: Until the confirmation has been viewed, an e-invoice for this order has been received, or the order has been reconciled.

Hyperlink: Opens the Confirm Terms screen for the Vendor Order.

Displays for Vendor Orders for the location that are ready for reconcile, are from vendors for which an electronic invoice is required but has not been received, and have an Expected Delivery Date ≤ the current date.

Visible: Until the electronic invoice is received.

Displays for Vendor Orders that have been Physically Reconciled the e-invoice has not yet been received. 

Visible: Until the e-invoice has been received.

Hyperlink: None.

Displays for Vendor Orders when the FTP transmission fails for the final time.  

Visible: Until the order is transmitted successfully, reconciled, or canceled.

Hyperlink: Opens a pop up window with FTP log file.

The application checks Vendor Information setup for the current day and determines if any vendor has an order day for this day of the week. It also checks to see if an order has been created or canceled for today.  {Note}: A task will not appear if an order for this Vendor/Location already exists for the default Expected Delivery Date for this order day - i.e. if orders due today were created yesterday.

Visible: Only on the day the order is to be created.

Hyperlink: Opens the Create Vendor Order screen with that vendor selected, and with the appropriate Expected Delivery Date for that vendor.

Displays for Vendor Orders that were created but not submitted 

Visible: Until the order is submitted or canceled.

Hyperlink: Opens the Edit screen for the Vendor Order.

Displays for Vendor Orders for the location with an Expected Delivery Date ≤ the current date that are ready for reconcile (i.e. - "Submitted" or "Invoice Received").  {Note}: If "Electronic Invoice Required" is enabled for the vendor, the task will appear when no e-invoice has been received if ‘Allow E-Invoice processing after Reconcile’ is also enabled for the vendor.

Visible: Until the order is reconciled or canceled.

Hyperlink: Opens the Reconcile screen for the Vendor Order.