MICROS 4.8. Manager's BOH EDM Handbook

Transcription

1 MICROS 4.8 Manager's BOH EDM Handbook Document Version 2.0 Enterprise Data Management (EDM) IHOP Support: MICROS: Merchant Link: SPOC Help Desk: Dine Equity Help Desk:

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3 Version Information While every effort has been made to ensure that the screens and examples are current, it is possible that the version represented here may have slight differences from the version you are using in your restaurant. However, the key concepts covered are similar. Note: There may be a few buttons in this document that have a slightly different name or function based upon a server-banking versus cashier-banking environment. This handbook was primarily developed for a cashier-banking environment. Disclaimer Information This document is for informational purposes only. DineEquity, Inc. MAKES NO WARRANTIES, EXPRESS, IMPLIED OR STATUTORY, AS TO THE INFORMATION IN THIS DOCUMENT. Copyright Information Complying with all applicable copyright laws is the responsibility of the user. Without limiting the rights under copyright, this document may not be reproduced, stored in or introduced into a retrieval system, or transmitted in any form or by any means (electronic, mechanical, photocopying, recording, or otherwise), but only for the purposes provided in the express written permission of DineEquity, Inc. The names of actual companies and products mentioned herein may be the trademarks of their respective owners DineEquity, Incorporated. All rights reserved. Document Information Last Edit Date: 2/14/2013 clg Document Name: Managers BOH_EDM clg.docx Document Version: 2.0

4 Contents 1. EDM Data Editor Program Working with Common EDM Tasks EDM Log In Screen Creating a New Transaction Package EDM Data Entry Techniques Editing Forms for Multiple Locations Opening an Existing Transaction Package Saving Transaction Packages Using EDM Toolbar Using POS Editor to Create a New Transaction Using Overtime Rule/Level Definition Form Using OT Level Definition Form Using Labor Laws Form Federal and State Tab Child Labor Laws Tab Using Menu Item Activation Form Using Menu Button Editor Form Menu Items Screen Group Condiments Screen Group Combo Groups Screen Group Courses Screen Group Discounts/Service Charges Screen Group Understanding MBE Screen Options, Fields, and Properties Activating or Deactivating a Button Pricing a Button Finding a Button Menu Button Editor, Working with Multiple Locations Using Information Screens Form Using Headers and Trailers Forms Editing Headers Form Editing Trailers Form Using Tax Classes Form Using Tax Rates Definition Form General Tab Breakpoints Tab Canadian Tax Tab Using Tax Rates Form MICROS 4.8 Manager's BOH EDM Handbook dineequity, Incorporated. All rights reserved.

5 Using Discounts Form Enabling/Disabling a Discount Creating a New Local Discount Using Service Charges Form Enabling or Disabling Service Charges Editing an Existing Service Charge Using FOH Report Privileges Form Updating FOH Report Privileges Using Employee Privileges Form Enabling or Disabling Privileges Using Order Chit Printing Form Chit Printing Option Examples Using Cook Times Form Using Soup Salad Routing Form Using Tip TRAC Form Using RSS Report Groups Form Understanding Serving Periods Using Periods Form Creating a New Period Using Time Periods Form Creating a New Time Period Using Transactions Icon Process Selected Transactions Transaction Processing Messages Commit Selected Packages Apply EDM Transactions to a Restaurant Database Run Transaction Report Using Sites Icon Setup Site Manager View Transaction Status Transaction Summary Tab Ignore List Maintenance Tab Show All Background Jobs Using Setup Icon Changing Password Adding User s Roles and Managing Responsibilities Manager's Notes EDM Revision History Requesting Change to Store Manager's BOH Handbook Index MICROS 4.8 Manager's BOH EDM Handbook dineequity, Incorporated. All rights reserved.

6 1. EDM Data Editor Program EDM Data Editor provides you with tools to manage or update information in your restaurant's FOH POS system. The Enterprise Data Management (EDM) Data Editor is used to update information managed by your store's MICROS database. Information for the MICROS database is stored in tables (refer to "EDM Training Materials, Introduction to MICROS" online learning module). EDM provides access to your locally managed settings so you can easily update data; and replaces MI Editor. EDM groups your database changes into transaction packages. Transaction packages contain forms that you complete (or fill out) with the changes you want made to your restaurant's database. Transaction packages use Effective and Termination dates and times to manage when your changes become active or are discontinued in your database. o o When the Effective Date and Time of the transaction package arrives, the updates you made to the forms become active in your FOH POS system. When the Termination Date and Time of the transaction package arrives, the changes revert back to the previous values. Figure 1-1: EDM Transaction Process, Start to Finish MICROS Manager's BOH EDM Handbook EDM Data Editor Program

7 EDM has common tasks that you perform when updating your restaurant's database configurations. Tasks include creating transaction packages that contain forms. You use forms to fill out the changes you want made in your database and then commit those change(s) to the restaurant's database. Note: Refer to "Working with Common EDM Tasks" on page 1-5. Forms (or tables) available to update include: Overtime Rule/Level Definition: Used to ensure compliance with all state-specific wage, hour, and age regulations. The Level Definition is where you define the types overtime that can occur within the normal work week based upon the number of hours worked. Refer to "Using Overtime Rule/Level Definition Form" on page OT Level Definition: Used to customize an overtime level and assign an associated multiplier. The wage multiplier defines the hourly overtime pay rate the employee receives. Refer to "Using OT Level Definition Form" on page Labor Laws: Used to update your system with current Federal and State Labor requirements and restrictions when laws and restrictions change. Refer to "Using Labor Laws Form" on page Using Menu Item Activation Form: Used to enable or disable the selected menu item or adjust the prep time. Refer to "Using Menu Item Activation Form" on page Menu Button Editor: Used to update pricing for menu items, and activate or deactivate buttons on the FOH POS screen. Refer to "Using Menu Button Editor Form" on page Information Screens: Used to update store information, Clock In messages, and provide step-by-step instructions on how to use several features. Refer to "Using Information Screens Form" on page Headers: Used to change the information that prints at the top of a printed chit, and on guest checks and receipts. Refer to "Editing Headers Form" on page Trailers: Used to change the store information or message that prints on guest checks and receipts. Refer to "Editing Trailers Form" on page Tax Classes: Used to add a new tax class tax and associate it with a tax rate. Existing tax classes cannot be changed; however, you can add up to four additional classes. When you receive a new tax rate from dineequity Help Desk, you must apply that tax to the affected tax classes. Refer to "Using Tax Classes Form" on page MICROS Manager's BOH EDM Handbook EDM Data Editor Program

8 Tax Rates Definition: Used to update the tax rate percentage. Rate Names are defined by dineequity Help Desk and cannot be changed. Refer to "Using Tax Rates Definition Form" on page Tax Rates: Used to update the tax rate percentage. Refer to "Using Tax Rates Form" on page Discounts: Used to enable or disable discounts, and displays both custom and local discounts. Refer to "Using Discounts Form" on page Service Charges: Used to enable or disable existing service charge authorizations for your restaurant, and modify settings for a specific group of service charges to create custom authorizations for your restaurant. Refer to "Using Service Charges Form" on page FOH Report Privileges: Used to set the privilege level for each report that displays on the FOH Server and Cashier's Function screen. Refer to "Using FOH Report Privileges Form" on page Employee Privileges: Used to set the permission levels for selected options that are assigned to the Employee Class form in POS Configurator. Refer to "Using Employee Privileges Form" on page Order Chit Printing: Used to change Chit Printing options to include seat numbers. Refer to "Using Order Chit Printing Form" on page Cook Times: Used to edit Cook Times for Menu Items to allow individual sites to vary how long different items take to cook. Refer to "Using Cook Times Form" on page Soup Salad Routing: Used to edit the routing/print location for soup and salad items only. Refer to "Using Soup Salad Routing Form" on page Tip TRAC: Used to edit the Tip TRAC settings for individual restaurant locations, and to enable or disable Tip TRAC settings. Refer to "Using Tip TRAC Form" on page RSS Report Groups: Used to view the three reporting groups for your location. The three reporting groups are: Major, Family, and Menu Item Report Groups. All reporting groups organize your data by the category displayed in the form. Refer to "Using RSS Report Groups Form" on page Serving Period: Used to track and report sales activity. Once enabled, all checks are reported as part of the active serving period until that period is manually changed. Serving periods are used when creating new Periods. Refer to "Understanding Serving Periods" on page Periods: Used to designate time frames for system activities. There are two types of time frames used to track system activities: Time Periods (specifies the range of hours MICROS Manager's BOH EDM Handbook EDM Data Editor Program

9 used when tracking Time Period Sales reports) and Serving Periods (defines the hours associated with a specific serving shift, for example, Breakfast, Brunch, Lunch, Early Bird, Dinner). Refer to "Using Periods Form" on page Time Periods: Used to generate Time Period Sales reports that track sales activity during the specific time spans. Time Period Sales reports can be generated for a specific revenue center, or for the entire restaurant. These reports show how effectively revenues were generated during a specific time period. They include operational statistics such as the average turn time and average amount per table to help gauge the efficiency. Refer to "Using Time Periods Form" on page MICROS Manager's BOH EDM Handbook EDM Data Editor Program

10 Working with Common EDM Tasks Transaction packages contain forms that you use to change or update information in your MICROS FOH POS system database. When you create a transaction package, you select an Effective date and time, and if needed, a Termination date and time of when you need the changes to become active or to be discontinued in the database. The Enterprise Data Management System (EDM) utility contains forms that you complete (or fill out) with changes or updates to your MICROS FOH POS system database. Forms are stored in transaction packages. Transaction packages manage when your changes are applied to or removed from your database using Effective and Termination dates and times. Effective and Termination dates and times are selected when you create a transaction package. These are examples of common EDM tasks that you perform for nearly every change to that needs to be made to your restaurant's database. Common EDM tasks include: Creating transaction packages to update a single form or multiple forms. Refer to "Creating a New Transaction Package" on page 1-8. Opening an existing transaction package to add additional changes. Refer to "Opening an Existing Transaction Package" on page Committing selected transaction packages directly to the restaurant's database. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant DatabaseApply EDM Transactions to a Restaurant Database" on page 3-8. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

11 EDM Log In Screen 1. Double-click (Connect to EDM icon) on your desktop. Figure 1-2: EDM Log In Screen 2. Type your EDM user name and password, and click the Login button. Figure 1-3: EDM Main Screen 3. Click the icon for the function you wish to perform: MICROS Manager's BOH EDM Handbook EDM Data Editor Program

12 POS Editor icon: Used to update information in your MICROS POS database. With EDM, updates can be performed at a franchise level, or for single or multiple restaurant locations. Refer to "Using POS Editor Icon" on page 2-1. Transactions icon: Used to send and receive transaction packages with changes for your restaurant's database. Transaction packages contain forms that you use to update your database. Refer to "Using Transactions Icon" on page 3-1. Sites icon: Used to display transactions for the sites you are responsible for maintaining. It monitors communication with the sites, and tracks the status of transaction packages during the transfer processes. Refer to "Using Sites Icon" on page 4-1. Setup icon: Used to change your EDM password, and to add or update EDM users and his/her role(s) and responsible site(s) or location(s). Refer to Using Setup Icon on page 5-1. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

13 Creating a New Transaction Package The New Package button is used to create a new transaction package. Transaction packages contain one or more changes to the restaurant's database. For example, you can update both the Information Screens form and Discounts form in one transaction package. Transaction packages must have an Effective date, but the effective time and termination date and time are optional. When the Effective Date and Time arrives, all forms contained in the transaction package are applied to your MICROS FOH POS system database. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (POS Editor icon) to display a list of forms in the left pane that are used to update information in the restaurant's database. Figure 1-4: EDM Main Screen 3. Click the link in the left panel for the form you wish to edit or update information, for example, click: Overtime Rule/Level Definition: Used to ensure compliance with all state-specific wage, hour, and age regulations. The Level Definition is where you define the types overtime that can occur within the normal work week based upon the number of hours worked. Refer to "Using Overtime Rule/Level Definition Form" on page OT Level Definition: Used to customize an overtime level and assign an associated multiplier. The wage multiplier defines the hourly MICROS Manager's BOH EDM Handbook EDM Data Editor Program

14 overtime pay rate the employee receives. Refer to "Using OT Level Definition Form" on page Labor Laws: Used to update your system with current Federal and State Labor requirements and restrictions when laws and restrictions change. Refer to "Using Labor Laws Form" on page Using Menu Item Activation Form: Used to enable or disable the selected menu item or adjust the prep time. Refer to "Using Menu Item Activation Form" on page Menu Button Editor: Used to update pricing for menu items, and activate or deactivate buttons on the FOH POS screen. Refer to "Using Menu Button Editor Form" on page Information Screens: Used to update store information, Clock In messages, and provide step-by-step instructions on how to use several features. Refer to "Using Information Screens Form" on page Headers: Used to change the information that prints at the top of a printed chit, and on guest checks and receipts. Refer to "Editing Headers Form" on page Trailers: Used to change the store information or message that prints on guest checks and receipts. Refer to "Editing Trailers Form" on page Tax Classes: Used to add a new tax class tax and associate it with a tax rate. Existing tax classes cannot be changed; however, you can add up to four additional classes. When you receive a new tax rate from dineequity Help Desk, you must apply that tax to the affected tax classes. Refer to "Using Tax Classes Form" on page Tax Rates Definition: Used to update the tax rate percentage. Rate Names are defined by dineequity Help Desk and cannot be changed. Refer to "Using Tax Rates Definition Form" on page Tax Rates: Used to update the tax rate percentage. Refer to "Using Tax Rates Form" on page Discounts: Used to enable or disable discounts, and displays both custom and local discounts. Refer to "Using Discounts Form" on page Service Charges: Used to enable or disable existing service charge authorizations for your restaurant, and modify settings for a specific group of service charges to create custom authorizations for your restaurant. Refer to "Using Service Charges Form" on page FOH Report Privileges: Used to set the privilege level for each report that displays on the FOH Server and Cashier's Function screen. Refer to "Using FOH Report Privileges Form" on page MICROS Manager's BOH EDM Handbook EDM Data Editor Program

15 Employee Privileges: Used to set the permission levels for selected options that are assigned to the Employee Class form in POS Configurator. Refer to "Using Employee Privileges Form" on page Order Chit Printing: Used to change Chit Printing options to include seat numbers. Refer to "Using Order Chit Printing Form" on page Cook Times: Used to edit Cook Times for Menu Items to allow individual sites to vary how long different items take to cook. Refer to "Using Cook Times Form" on page Soup Salad Routing: Used to edit the routing/print location for soup and salad items only. Refer to "Using Soup Salad Routing Form" on page Tip TRAC: Used to edit the Tip TRAC settings for individual restaurant locations, and to enable or disable Tip TRAC settings. Refer to "Using Tip TRAC Form" on page RSS Report Groups: Used to view the three reporting groups for your location. The three reporting groups are: Major, Family, and Menu Item Report Groups. All reporting groups organize your data by the category displayed in the form. Refer to "Using RSS Report Groups Form" on page Serving Period: Used to track and report sales activity. Once enabled, all checks are reported as part of the active serving period until that period is manually changed. Serving periods are used when creating new Periods. Refer to "Understanding Serving Periods" on page Periods: Used to designate time frames for system activities. There are two types of time frames used to track system activities: Time Periods (specifies the range of hours used when tracking Time Period Sales reports) and Serving Periods (defines the hours associated with a specific serving shift, for example, Breakfast, Brunch, Lunch, Early Bird, Dinner). Refer to "Using Periods Form" on page Time Periods: Used to generate Time Period Sales reports that track sales activity during the specific time spans. Time Period Sales reports can be generated for a specific revenue center, or for the entire restaurant. These reports show how effectively revenues were generated during a specific time period. They include operational statistics such as the average turn time and average amount per table to help gauge the efficiency. Refer to "Using Time Periods Form" on page MICROS Manager's BOH EDM Handbook EDM Data Editor Program

16 Note: In this example, we are going to update the Information Screens. Click the Information Screens link in the left pane. Figure 1-5: Create New Transaction Package 4. Click New Package button to create a new transaction package. Figure 1-6: Name New Transaction Package 5. Click in Name field, and type the name of the new transaction package. This is a required field. 6. Click in Description field, and type a description of the changes that you are including in the new transaction package. This is an optional field. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

17 7. Click to select Effective Date and Time. The Effective Date is a required field. The Time field is an optional field and defaults to the current time if you do not select one. In this example, our Effective Date is November 11th, and the Effective Time is 12:00 am. 8. Click to select Termination Date and Time, if applicable. The Termination Date and Time are optional fields. In this example, our Termination Date is November 12th, and the Termination Time is 12:00 am. Note: When the Termination date and time arrives, the changes automatically revert to the previous values. 9. Click Next button to continue. The Select sites for package: package name (user/datestamp) form displays. Figure 1-7: Select Location for Distribution of New Transaction Package 10. Click site to apply the change in the Available Sites column, and click right arrow button to move the site to the right pane. In this example, we are responsible for two restaurant locations but selected only one site. 11. Click Finish button. If you are going to be creating more than one change in the package, click Save As Package Defaults button. This retains the location selections. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

18 Note: The next screen that displays after creating a transaction package is based upon the link you selected in Step 3 above. In our example, the Information Screen form displays. Figure 1-8: Information Screen Form The buttons listed below are used throughout EDM and display on every form screen. Click to log out of EDM. (Undo button) Click to undo the last change you made to a field in a form. Click in Search field, type part or entire name of the form to locate, and click the Magnifying Glass button. (Magnifying Glass button) Click to begin the search for the form you wish to update. Click to display the previous or next form that matches your search criteria. Click to expand the EDM window to full screen; click again to return the EDM to normal size. Click to display form-specific online help information. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

19 (Data Entry button) Click to display the Location Values dialog and make your changes to the selected field. Click to display the Site Manager screen. Click to access the InsideIHOP online portal. Click to display a list of EDM e-learning courses to assist as you learn how to use the program. For data entry tips and techniques, refer to "EDM Data Entry Techniques" on page 1-15 To edit forms for multiple locations, refer to "Editing Forms for Multiple Locations" on page To open an existing transaction package and either add another form or finish making your changes, refer to "Opening an Existing Transaction Package" on page To save and commit transaction packages to your database, refer to "Saving Transaction Packages" on page To apply a transaction package to your database immediately, refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

20 EDM Data Entry Techniques Data entry techniques vary based upon the form you are updating and the types of data fields on the form. Review the types of data fields in the list below to learn how to update information in EDM Forms. "Locked (View-Only) Form" on page "Drop-Down Form Selection" on page "Locked Field" on page "Drop-Down Field" on page "Free-Form Text Field" on page "Numeric Text Field" on page "Check Box Field" on page "Types of Location Values Dialogs" on page "Multiple Locations Selected, Different Values" on page "Locations Dialog" on page "Identify Location(s) using the Selected Value" on page "Editing Forms for Multiple Locations" on page There are two methods used to display the Location Values dialog where you update the field value or text: Click in a form field, or Click on the check box, drop-down arrow, or data entry icon ( ). MICROS Manager's BOH EDM Handbook EDM Data Editor Program

21 Locked (View-Only) Form There are a few EDM forms that are view-only, for example, the RSS Report Groups form. Review the field selections in the form and the way your data is organized to determine if those elements are correct for your needs. Figure 1-9: Locked (View-Only) Form Note: Transaction Packages that include a view-only form are NOT saved when you exit the form because changes cannot be made to the form. Contact the dineequity Help Desk for assistance with changes or updates to view-only forms. Drop-Down Form Selection Click on the drop-down arrow in the Find by name or Find by number field to display a list of choices or forms. The options for the selected item or form displays. In this example, we selected BOGO to enable or disable the corporate discount. Figure 1-10: Drop-Down Form Selection 1. Click the drop-down arrow in the Find by name or Find by number field to display a list of available forms to edit or update. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

22 2. Click on the item to display the current settings or values, for example, click on BOGO to enable or disable the corporate discount. Note: You can edit multiple forms within a transaction package, for example, enable the BOGO discount and disable the 20% FST Disc. Locked Field Some fields on a form may be standard selections that MICROS POS system needs to have programmed. Other locked fields may contain default settings for reports and features on a franchise or corporate-wide basis. Should you discover a field that needs to be customized for your restaurant location, contact the dineequity Help Desk for assistance. Figure 1-11: Locked Field Dialog Click icon in form field to edit. If the field is locked, the screen above displays. Contact your Help Desk if a change to a locked field needs to be made. Click OK to close dialog. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

23 Drop-Down Field Fields where the data elements are pre-configured and specific display a dropdown arrow. This indicates that when you select the field, the Location Values dialog will contain the available choices in the form of another drop-down arrow. Figure 1-12: Drop-Down Field In the Location Values dialog, click the drop-down arrow to select the value, and click the OK button to close. Note: Yes indicates "enabled/active"; No indicates "disabled/inactive". Free-Form Text Field Text fields allow you to customize information unique to your restaurant location. For example, you can add messages to customer that print on the guest check header or trailer. Most text fields have a limited number of allowable characters that the field can contain. Figure 1-13: Text Field 1. Click icon to display the Locations Values dialog. 2. Type your change in the dialog, and click the OK button to close. Note: Most text fields are limited to 256 characters. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

24 Numeric Text Field Numeric fields have varying requirements for the number of decimal places allowed. For example, tip percentages can have up to two decimal places, for example, 8.25, tax rates can have up to four, and so on. Figure 1-14: Numeric Text Field Note: Negative values are not allowed in most numeric fields. Check Box Field Check box fields allow two choices in the Location Values dialog. Yes indicates the option is active or enabled; No indicates the option is inactive or disabled. Figure 1-15: Check Box Field 1. Click on the check box ( ) to display the Location Values dialog. 2. Click the drop-down arrow to select Yes or No (active or not-active) for the option, and click the OK button to close. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

25 Types of Location Values Dialogs The Location Values dialog displays when you click on a field, icon, drop-down arrow, or check box. The dialog displays the available options for you to select or a blank line for a number or text. Figure 1-16: Types of Location Values Dialogs 1. A Location Values dialog displays when you either click icon or click on a check box. 2. Based upon the type of field you are updating, the Location Values dialog displays available options for you to choose, or displays a blank line so you can type a value or text. 3. After making your selection or typing a value or text, click the OK button to close the Location Values dialog. Note: The Locations button displays the Locations dialog. This is used to identify the restaurant number and location where the selected value is active. Refer to "Locations Dialog" on page 1-22 and "Identify Location(s) using the Selected Value" on page Multiple Locations Selected, Different Values If multiple restaurant locations were added to the Selected Sites pane, the Location Values dialog includes the settings of every location. In this example, we selected two restaurant sites when we created the transaction package. Figure 1-17: Multiple Locations Selected, Different Values MICROS Manager's BOH EDM Handbook EDM Data Editor Program

26 If the values are identical for all of the selected sites, only that one value displays. When you change that value, it is changed for all the selected sites. However, if the settings or values are different among the selected restaurant sites, then all the values for the selected restaurant locations display in the Location Values dialog. In this example, one restaurant does not use the feature. This is denoted by the "No" on the first line in the screen above. The second restaurant uses the feature. This is denoted by the "Yes" on the second line in the screen above. For information when working with the Menu Button Editor and multiple locations with different values, refer to "Menu Button Editor, Working with Multiple Locations" on page MICROS Manager's BOH EDM Handbook EDM Data Editor Program

27 Locations Dialog The Locations dialog is view-only and identifies all the restaurant locations that were included in the transaction package and are using the selected field value. Changes to a value are made in the Location Values dialog only. 1. To determine the restaurant location represented by each entry listed in the Location Values dialog, click to select or highlight a value, and click Locations button. Figure 1-18: Locations Dialog 2. In this example, we selected the first value, 10", and clicked the Locations button to identify the location(s) where that setting is active. Note: The Locations dialog displays and contains the restaurant number and location. In this example, four restaurant locations have the same 10% tax rate for the selected item, for example, liquor. 3. Click the OK button to close the Locations dialog and make your change to the field. Remember, any change to a value is made to every restaurant location listed in the view-only Locations dialog. 4. Verify the correct value associated with the remaining restaurant locations before updating a field using the Locations button. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

28 Identify Location(s) using the Selected Value When working with multiple locations that have differing values assigned to a field, it is strongly recommended that you identify the restaurant location that is associated with or using the selected value before making changes. Figure 1-19: Identify Location for Selected Value 1. To determine the restaurant location represented by each entry listed in the Location Values dialog, click on a value to select or highlight, and click Locations button. In this example, we selected the first value, "12", and clicked the Locations button to identify the location where that setting is active. 2. The Locations dialog displays and contains the restaurant number and location. 3. Click the OK button to close the Locations dialog and make your change to the field. 4. Repeat for other locations if needed to identify the value associated with the restaurant location. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

29 Editing Forms for Multiple Locations EDM ensures that your machine works harder than you, but it takes planning. When evaluating the mountains of data changes for more than one restaurant location, the primary question is when the data changes must become effective. If you have five restaurant locations and the data changes have different Effective dates and Times, you must create individual transaction packages. However, if you have data changes for five restaurant locations with the same Effective Date and Time, you can include those changes in one transaction package. When all the restaurant locations have the same value for the field(s) you are editing, EDM displays only that one value. Changing it changes it for all locations. The challenge occurs when the value changes for the forms have the same Effective Date and Time but differ among the five locations. At this point you have two options. You could create five separate transaction packages. This is a time-consuming labor-intensive option but may be the necessary solution. Or you could make the various edits and include them all in only one package. The secret to achieving this efficiency is in the planning and execution of your updates. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 for additional information. Selecting Multiple Sites 1. Click (POS Editor icon) to display a list of forms in the left pane that are used to update information in the restaurant's database. 2. Click the link in the left panel for the form you wish to edit or update information. Refer to "" on page 2-1 for a list of the form links. 3. Click New Package button to create a new transaction package. 4. Click in Name field, and type the name of the new transaction package. This is a required field. 5. Click in Description field, and type a description of the changes that you are including in the new transaction package. This is an optional field. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

30 Note: When selecting the Effective and Termination dates and times, ensure that you want the changes applied to all the restaurant locations at the same date and time. For example, if you select six locations for this transaction package, all changes made in the package become effective and will terminate at the selected dates and times. 6. Click to select Effective Date and Time. The Effective Date is a required field. The Time field is an optional field and defaults to the current time if you do not select one. 7. Click to select Termination Date and Time, if applicable. The Termination Date and Time are optional fields. Note: When the Termination date and time arrives, the changes automatically revert to the previous values. 8. Click Next button to continue. The Select Sites for Package screen displays. 9. Click sites to add to the transaction package in the Available Sites pane, and click right arrow button to move the site to the Selected Sites pane (right pane). In this example, we are including eight sites in the transaction package. Figure 1-20: Select Sites for Package Screen, Selected Sites Pane 10. Click Finish button to display the selected form and make your changes. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

31 Note: If you are going to be creating more than one form change in the transaction package, click Save As Package Defaults button to retain the location selections. Tips Editing Fields with Multiple Locations The secret to updating multiple locations at the same time is in the planning and execution of the data changes. When one of the restaurant sites in the viewonly Locations dialog needs to remain the same and the other three sites must have the field changed, you have two options: Change the value for all four locations displayed in the dialog but do NOT commit the package. Then reopen the transaction package BUT only select the one site that needs the value changed back, make that change and commit the package. Close the form without saving and create a new transaction package selecting only the three restaurant sites that need the change made. For example, we have four restaurant locations all currently using the 10% tax rate, but three locations need the rate reduced to 9.75%; Location 1203 must remain at 10%. When you change a value, that value is applied to every restaurant location in the read-only dialog. Figure 1-21: Locations Dialog In this example, we change the four restaurant sites to 9.75%, save the form but do NOT commit the transaction package. We can then re-open the same transaction package but only add site 1203, and change the tax rate back to 10%. 1. Click icon in the form field to change. The Location Values dialog displays. When you include multiple sites in the transaction package, the Location Values dialog displays all variations that exist for that field for all the selected restaurant locations. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

32 Figure 1-22: Multiple Locations in Package, Different Values (left) and Identical Values (right) Note: The Location Values dialog above indicates that there are three tax values assigned between the eight locations. 2. To determine the location(s) using each of the tax rate values, click to select the rate, and then click the Locations button. For example, click to select the 10% tax rate, and click the Locations button. Figure 1-23: Location(s) Assigned the 10% Tax Rate 3. All restaurant locations using the 10% tax rate display in the Locations dialog, in this case, four restaurants. When you change the 10% tax rate, that rate is applied to every restaurant location included in the Locations dialog above. Click OK button to close the dialog. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

33 Note: The dialog above is read-only indicating that you cannot "remove" a site from the package. All changes made to the highlighted value will be applied to every restaurant location displayed in the dialog. 4. In this example, change the four restaurant sites to 9.75%, save the form but do NOT commit the transaction package. 5. Select the same form and re-open the same transaction package but only add site Change the tax rate back to 10%. Refer to "Opening an Existing Transaction Package" on page For editing fields for multiple sites, refer to: "Multiple Sites, Identical Values" on page 1-29, and "Multiple Sites, Different Values" on page Note: When you change a value, that change is applied to all the restaurant locations displayed in the Locations dialog. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

34 Multiple Sites, Identical Values When multiple sites are included in the transaction package and the values are identical for all of the selected sites, only that one value displays. Figure 1-24: Multiple Sites, Identical Form Field Value When you change a value, it is changed for all sites listed in the Locations dialog. If one of the locations needs a different value, refer to "Tips Editing Fields with Multiple Locations" on page 1-26 for additional information. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

35 Multiple Sites, Different Values When multiple sites are included in the transaction package and different values exist for the selected field, you must view the Locations dialog to ensure that the change will be made at the correct location(s). Figure 1-25: Multiple Sites, Different Form Field Value When the setting or value is different among the selected restaurant sites, all the different values display in the Location Values dialog. To determine which restaurant locations are using which value, click to select the value, for example, Yes (enabled), and click the Locations button. In this example: Six restaurants use the feature. This is denoted by the "Yes" (enable) in the screen above. Two restaurants do not use the feature. This is denoted by the "No" (disable) in the screen above. When you change a value, it is changed for all sites listed in the Locations dialog. If one of the locations needs a different value, refer to "Tips Editing Fields with Multiple Locations" on page 1-26 for additional information. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

36 Opening an Existing Transaction Package Transaction packages that have NOT been committed for processing can be reopened. Reasons to re-open a transaction package include: finish making changes to a form. add changes to other forms in the same package. review the changes in the package before committing it to the database. Note: Before adding additional forms to an existing package, first review the Effective and Termination Dates and Times to verify that they are applicable to the new form update you are adding to the package. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (POS Editor icon) to display a list of forms in the left pane that are used to update information in the restaurant's database. 3. Click link in the left panel for the form you wish to update and add to an existing package, for example, click Services Charges link. Figure 1-26: Open an Existing Transaction Package 4. Double-click on an existing package name to add another form, and click Next button to open, for example, click the Update Charges for Delivery package name to add another form to that package. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

37 Figure 1-27: Adding Additional Form to Existing Transaction Package 5. Make your changes to the new form, and save changes (refer to "Saving Transaction Packages" on page 1-33). MICROS Manager's BOH EDM Handbook EDM Data Editor Program

38 Saving Transaction Packages When you close a form, all changes are automatically saved. When a form is saved or if an open transaction package exists, you are prompted with the Commit Open Packages dialog. If you want to make additional changes to the form, or add other forms, or do not wish to commit changes at this time, click the No button. Note: Each time you close a form in a transaction package, you are prompted to commit all open packages. Figure 1-28: Save Transaction 1. Click the X on the active tab to save your changes. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

39 Figure 1-29: Commit Open Packages 2. Click Yes button to commit your changes to the selected location(s), or No to close the Transaction Package and leave it available to add additional changes before committing. Your edits are saved even if you do not commit the package at this time. Notes: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

40 Using EDM Toolbar The EDM toolbar is visible on nearly every form. This is a complete list of buttons on the toolbar. However, not all buttons are used nor available for every form. Figure 1-30: EDM Toolbar Used to move to the first record in the database. Used to move to the previous record in the database. Indicates the currently displayed record. You can also type a record number in the field and press the Enter key to display that record. Used to move to the next record in the database. Used to move to the last record in the database. Used to add a new record to the database. Used to remove a record from the database. Used to undo the last change you made in the record. Used to locate a record or a form. Type the name of the form or form number in the field, and click the Magnifying Glass icon to display that record. Used to move up one selection in a drop-down list. Used to move down one selection in a drop-down list. Used to display detailed online Help instructions for EDM. MICROS Manager's BOH EDM Handbook EDM Data Editor Program

41 2. EDM Data Editor provides you with tools to manage or update information in your restaurant's FOH POS system. The EDM POS Editor icon is used to add, remove, or edit menu item fields in the MICROS database that are commonly configured at the store level. Forms can be updated for a single restaurant location or for multiple locations. The following forms can be updated using the POS Editor icon: Overtime Rule/Level Definition: Used to ensure compliance with all state-specific wage, hour, and age regulations. The Level Definition is where you define the types overtime that can occur within the normal work week based upon the number of hours worked. Refer to "Using Overtime Rule/Level Definition Form" on page OT Level Definition: Used to customize an overtime level and assign an associated multiplier. The wage multiplier defines the hourly overtime pay rate the employee receives. Refer to "Using OT Level Definition Form" on page Labor Laws: Used to update your system with current Federal and State Labor requirements and restrictions when laws and restrictions change. Refer to "Using Labor Laws Form" on page Using Menu Item Activation Form: Used to enable or disable the selected menu item or adjust the prep time. Refer to "Using Menu Item Activation Form" on page Menu Button Editor: Used to update pricing for menu items, and activate or deactivate buttons on the FOH POS screen. Refer to "Using Menu Button Editor Form" on page Information Screens: Used to update store information, Clock In messages, and provide step-by-step instructions on how to use several features. Refer to "Using Information Screens Form" on page Headers: Used to change the information that prints at the top of a printed chit, and on guest checks and receipts. Refer to "Editing Headers Form" on page Trailers: Used to change the store information or message that prints on guest checks and receipts. Refer to "Editing Trailers Form" on page Tax Classes: Used to add a new tax class tax and associate it with a tax rate. Existing tax classes cannot be changed; however, you can add up to four additional classes. When you receive a new tax rate from dineequity Help Desk, you must apply that tax to the affected tax classes. Refer to "Using Tax Classes Form" on page Tax Rates Definition: Used to update the tax rate percentage. Rate Names are defined by dineequity Help Desk and cannot be changed. Refer to "Using Tax Rates Definition Form" on page MICROS Manager's BOH EDM Handbook

42 Tax Rates: Used to update the tax rate percentage. Refer to "Using Tax Rates Form" on page Discounts: Used to enable or disable discounts, and displays both custom and local discounts. Refer to "Using Discounts Form" on page Service Charges: Used to enable or disable existing service charge authorizations for your restaurant, and modify settings for a specific group of service charges to create custom authorizations for your restaurant. Refer to "Using Service Charges Form" on page FOH Report Privileges: Used to set the privilege level for each report that displays on the FOH Server and Cashier's Function screen. Refer to "Using FOH Report Privileges Form" on page Employee Privileges: Used to set the permission levels for selected options that are assigned to the Employee Class form in POS Configurator. Refer to "Using Employee Privileges Form" on page Order Chit Printing: Used to change Chit Printing options to include seat numbers. Refer to "Using Order Chit Printing Form" on page Cook Times: Used to edit Cook Times for Menu Items to allow individual sites to vary how long different items take to cook. Refer to "Using Cook Times Form" on page Soup Salad Routing: Used to edit the routing/print location for soup and salad items only. Refer to "Using Soup Salad Routing Form" on page Tip TRAC: Used to edit the Tip TRAC settings for individual restaurant locations, and to enable or disable Tip TRAC settings. Refer to "Using Tip TRAC Form" on page RSS Report Groups: Used to view the three reporting groups for your location. The three reporting groups are: Major, Family, and Menu Item Report Groups. All reporting groups organize your data by the category displayed in the form. Refer to "Using RSS Report Groups Form" on page Serving Period: Used to track and report sales activity. Once enabled, all checks are reported as part of the active serving period until that period is manually changed. Serving periods are used when creating new Periods. Refer to "Understanding Serving Periods" on page Periods: Used to designate time frames for system activities. There are two types of time frames used to track system activities: Time Periods (specifies the range of hours used when tracking Time Period Sales reports) and Serving Periods (defines the hours associated with a specific serving MICROS Manager's BOH EDM Handbook

43 shift, for example, Breakfast, Brunch, Lunch, Early Bird, Dinner). Refer to "Using Periods Form" on page Time Periods: Used to generate Time Period Sales reports that track sales activity during the specific time spans. Time Period Sales reports can be generated for a specific revenue center, or for the entire restaurant. These reports show how effectively revenues were generated during a specific time period. They include operational statistics such as the average turn time and average amount per table to help gauge the efficiency. Refer to "Using Time Periods Form" on page MICROS Manager's BOH EDM Handbook

44 Using POS Editor to Create a New Transaction In this example, we are going to: Create a new transaction package for two locations. Create a new local Discount of 25% off on Veteran's Day only for all active duty, veterans, and their families. Designate an Effective Date and Time of November 11th, at midnight. Designate a Termination Date and Time of November 12th, at midnight. Commit the new discount to the database immediately. Example 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (POS Editor icon) to display a list of forms in the left pane that are used to update information in the restaurant's database. Figure 2-1: EDM POS Editor Main Screen 3. Click form link in the left panel for the change you wish to make, for example, click Discounts link. 4. Click New Package button to create a new transaction package You can also double-click on an existing package to add another form change, if the Effective Date and Time are the same for both updates. Refer to "Opening an Existing Transaction Package" on page In this example, we are creating a new transaction package. MICROS Manager's BOH EDM Handbook

45 Figure 2-2: Name New Transaction Package 5. Click in Name field, and type the name of the new transaction package. This is a required field. 6. Click in Description field, and type a description of the changes that you are including in the new transaction package. 7. Click to select Effective Date and Time. The Effective Date is a required field. The Time field is an optional field. In this example, our Effective Date is November 11th, and the Effective Time is 12:00 am (midnight). 8. Click to select Termination Date and Time, if applicable. The Termination Date and Time are optional fields. In this example, our Termination Date is November 12th, and the Termination Time is 12:00 am (midnight). Note: The Effective Date must be selected, but the Termination Date does not. When dates and times are added, all transactions contained in the package are applied and removed based upon the designated dates and times. 9. Click Next button to continue. MICROS Manager's BOH EDM Handbook

46 Figure 2-3: Select Location for Distribution of New Transaction Package Note: When you add, edit, or delete a value in a form field, that form field change is applied to ALL the selected restaurant location sites and is applied at the designated Effective/Termination dates and times assigned to the transaction package. 10. Click to select the site(s) to apply the change in the left pane, and click right arrow button to move the site(s) to the right pane. In this example, we are responsible for two restaurant locations and select both sites. Refer to "Editing Forms for Multiple Locations" on page Click Save As Package Defaults button to save new locations added to an existing package, and retain those locations if the package is reopened, or click Finish button if you do not want to save the new defaults. Note: If you are going to be creating more than one form change in the transaction package to the same locations, click Save As Package Defaults button. This retains the location selections. MICROS Manager's BOH EDM Handbook

47 Note: The next screen that displays after creating a transaction package is based upon the link you selected in Step 3 above. In this example, we selected Discounts form link. Figure 2-4: Discounts Form Screen 12. Click drop-down arrow in Find by name field to select the Discount type to edit, or create a new Local Discount. All discounts named "Local" can be changed as needed. In this example, we are selecting the first available Local discount. Refer to "Drop-Down Form Selection" on page Figure 2-5: Create New Local Discount, Name Discount MICROS Manager's BOH EDM Handbook

48 13. Click icon in the Name field to edit the field. Refer to "EDM Data Entry Techniques" on page Type the discount name, and click OK button to close. In this example, the discount name is EarlyBird. Figure 2-6: Select SLU for Discount 15. Click icon in the SLU field to display the Location Values dialog. Click the drop-down arrow to select the SLU type, and click OK to close. In this example, our SLU is Mgr Discounts. Figure 2-7: Select Preset Option 16. If the discount is a preset amount or percent, left-click the Preset check box to display the Location Values dialog. Click the drop-down arrow to MICROS Manager's BOH EDM Handbook

49 display options, click Yes to select the Preset option, and OK button to close. Figure 2-8: Adding Percent Amount 17. Click icon in the Percent field to display the Location Values dialog. Type the new percent amount, in this example, 25, and click OK button to close. 18. Finish completing the discount information. 19. After all changes are made, click the X in the tab name to SAVE your changes. Figure 2-9: Commit Transaction Package 20. Click Yes button to commit your changes to the selected location(s). MICROS Manager's BOH EDM Handbook

50 Notes: After the Commit Package process has completed, you can either leave the Transaction Package to be deployed automatically, or if needed can apply the changes immediately the EDM Process Transaction procedure. If multiple locations were selected when the package was created (as in this example), the manager at each location must log in to Autosequences and Reports utility to apply the package and update the database using the EDM Process Transaction button as shown below. In this example, the update must become active at 12 am. So at 12:01 am, we use the procedure below to apply the changes to the restaurant's database. 1. Double-click (Autosequences & Reports icon) on desktop, and log in. 2. Click Next button to locate the EDM Process Transactions button. Figure 2-10: MICROS Autosequences and Reports 3. Click EDM Process Transactions button to apply the change to the database. MICROS Manager's BOH EDM Handbook

51 Using Overtime Rule/Level Definition Form The Overtime Rule and Level Definition is used to customize your wage, hour, and age data according to your statespecific regulations. The Level Definition is used to define the types overtime that can occur within the normal work week based upon the number of hours worked. Types of overtime include Time and a Half, Double Time, etc. The Overtime Rule/Level Definition link is used to ensure compliance with all state-specific wage, hour, and age regulations. The Level Definition is where you define the types overtime that can occur within the normal work week based upon the number of hours worked. These levels are then assigned to each job category, for example, salaried manager, and hourly server, cashier, cook, or hostess. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Overtime Rule/Level Definition form. Figure 2-11: Overtime Rule/Level Definition Form 2. Click drop-down arrow in Change field to select the Category to edit, for example, 1. California. Newly created overtime levels can be added to an existing overtime rule. Values for specific overtime levels can be modified as well. 3. Click icon in the field to change in the table. The Location Values dialog displays. Fields are defined below. To add a new overtime level to an existing overtime rule, click icon in the Overtime Level field. The Location Value dialog displays. MICROS Manager's BOH EDM Handbook

52 Figure 2-12: Overtime Level Location Values Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. Click drop-down arrow, select the overtime level, and click OK button to close the Location Values dialog. Click in each row for Sunday through Saturday, and enter the number of non-overtime hours each day for the labor week in the Location Values dialog. Click OK button to close the Location Values dialog. Notes on the Labor Week: The business week start day is the day that the system uses as the restart time for calculating overtime for each week. For example, if the start day for your business week is Sunday, the system begins a new counting of labor hours for each employee on Sunday resetting to zero hours. When the system finds that the hours worked by one employee during the business week are greater than the number entered into the Labor Week, the overage hours are counted as overtime and the employee is credited the overtime hours and pay commensurate with the type of overtime. Each business week is treated as a separate unit, usually 40 hours. The "business week" can begin on any day of the week based upon your payroll cycle. MICROS Manager's BOH EDM Handbook

53 Click icon the Hours Before Labor Week OT field to change the value, if needed. In the Location Values dialog, enter how many hours an employee must work in a labor week before overtime wages go into effect, and click OK button to close the Location Values dialog. Click icon in the Number of days in a labor week before OT field to change the value, if needed. In the Location Values dialog, enter the day in a single labor week when overtime takes effect. For example, if 6 is entered, overtime will apply on the sixth (6th) work day. Click OK button to close the Location Values dialog. Click icon in the Consecutive Day to Start Labor Week OT field to change the value, if needed. In the Location Values dialog, enter how many consecutive days an employee has to work during a single labor week before overtime goes into effect, and click OK button to close the Location Values dialog. Click icon in the Hours in a labor week before consecutive overtime field to change the value, if needed. In the Location Values dialog, enter how many hours within the consecutive days a person needs to work to receive overtime. For example, if an employee works 40 hours in a seven (7) day work week, he/she receives overtime pay on the seventh day; however, if the employee only works 20 hours in seven (7) days, no overtime is paid. Click OK button to close the Location Values dialog. Click icon in the Hours in a day before consecutive OT field to change the value, if needed. In the Location Values dialog, enter how many hours in the day the employee must work to receive overtime on the last consecutive day. For example, on the seventh (7th) consecutive day of work, an employee may not receive overtime until working eight (8) hours. Click OK button to close the Location Values dialog. 4. After all changes are made, click the X in the tab name to SAVE your changes. 5. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

54 Using OT Level Definition Form The Overtime Level Definition is used to customize the types of overtime and the overtime multiplier that can occur within the normal work week based upon the number of hours worked. Types of overtime include Time and a Half, Double Time, etc. The OT Level Definition link is used to customize an overtime level and assign an associated multiplier. The Wage Multiplier defines the hourly overtime pay rate the employee receives. Each definition is then assigned to an employee job category, for example, salaried manager, hourly server, hostess, kitchen, or cashier job function. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the OT Level Definition form. Figure 2-13: OT Level Definition Form 2. Click drop-down arrow in Find by name field to select the Category to edit. The Location Value dialog displays. An overtime level is used to define different overtime rates. Time and a Half and Double Time have been entered for you. You can define up to two additional overtime levels using the blank Numbers 3 and 4. Record Numbers 1 and 2 are standard and cannot be changed. 3. Click icon in the Name field to create a new overtime level. The Location Value dialog displays. Only record Numbers 3 and 4 can be modified. MICROS Manager's BOH EDM Handbook

55 Figure 2-14: OT Level Name Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click to type name for the OT level, and click OK button to close the Location Values dialog. 5. Click icon in the Wage Multiplier field to assign an overtime value to a newly created overtime level. The Wage Multiplier is the amount that the regular pay rate is multiplied by to calculate the overtime level pay rate. Figure 2-15: Wage Multiplier 6. Click in field, type new value, and click OK button to close. MICROS Manager's BOH EDM Handbook

56 Note: If you are using wage multipliers, overtime pay is automatically calculated and cannot be edited. For employees who perform overtime for a job that allows tip credit, the overtime calculation is: ((min wage x multiplier) (min wage pay rate)). 7. After all changes are made, click the X in the tab name to SAVE your changes. 8. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

57 Using Labor Laws Form The Labor Laws form enables you to update your system with current regulations, requirements, and restrictions as Federal and State age, wage, or hour laws change. The Labor Laws link is used to update your system with current Federal and State Labor requirements and restrictions when laws and restrictions change. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for before editing the Labor Laws form. Figure 2-16: Labor Laws Form 2. Click drop-down arrow in Find by name field to select the State to edit, for example, California. The form is organized into two tabs, Federal and State settings and Child Labor Laws. The Federal and State tab is used to define wage-related requirements, for example, the prevailing minimum wage amount, and the maximum amount or percentage of tip credit. Refer to "Federal and State Tab" on page The Child Labor Laws tab is used to define State-specific child labor requirements relating to the minimum and maximum age range and school/non-school day work restrictions, for example, work start/end times, maximum number of work hours per day or week. Refer to "Child Labor Laws Tab" on page MICROS Manager's BOH EDM Handbook

58 Federal and State Tab The Federal and State tab is used to define wage-related requirements for the selected state. Figure 2-17: Federal and State Tab, Wage Information Pane 3. Click icon in the Minimum wage effective date field. The Location Values dialog displays. Figure 2-18: Location Values Dialogs, Multiple Locations Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click icon in the Location Values dialog, select the effective date for the wage amount, and click OK button to close dialog. MICROS Manager's BOH EDM Handbook

59 5. Click icon in the Minimum wage field to enter the wage amount. The Location Values dialog displays. 6. Enter the prevailing Federal or State minimum wage, and click OK button to close dialog. When this field is changed and saved, the wages is automatically applied. Note: You can adjust either the amount or percent of tip credit that is allowed for the selected state, but not both. 7. Click icon in the Maximum tip credit amount or Maximum tip credit percentage field to enter a maximum amount or percent. The Location Values dialog displays. 8. Enter the tip credit amount or percent that is allowed by the selected state, and click OK button to close dialog. Tip credit is the percent or amount to be deducted from the minimum wage of an employee who receives tips. Whichever law (amount or percent) provides the greatest benefit to the employee is the law you are required to apply. Tip Credit Example: In Maryland, the allowed tip credit is 54% of the minimum wage of $5.15, or $2.77. This means that an employer may pay a tipped employee $2.38 an hour (rather than the $5.15 minimum wage) as long as the employee receives enough tips during a payroll period to earn the minimum wage for each hour worked. If the employee s combined earnings, for example, wage as adjusted by the tip credit plus tips, averages below the minimum wage amount, the employer must make up the difference. MICROS Manager's BOH EDM Handbook

60 Child Labor Laws Tab The Child Labor Laws tab is used to define the minimum/maximum allowable employee age range and required documentation to determine when and how all applicable child labor laws are applied. The form is organized into two subtabs, General and Work Restrictions. 9. Click Child Labor Laws tab. Figure 2-19: General Tab, Child Labor Laws Screen Refer to "Child Labor Laws, General Tab" on page 2-21 and "Child Labor Laws, Work Restrictions Tab" on page MICROS Manager's BOH EDM Handbook

61 Child Labor Laws, General Tab The Child Labor Laws, General tab is used to define the age range that determines when an employee is protected by child labor laws and designates if age or work-related documentation is required. 10. Click Child Labor Laws, and General tab. Figure 2-20: Child Labor Laws, General Tab, State Requirements Pane 11. Click icon in the Minimum age field. The Location Values dialog displays. 12. Enter the minimum age for which child labor laws apply, and click OK button to close the dialog. You can set up multiple age ranges using the Minimum and Maximum age fields, for example, or 16-18, based on the prevailing laws of the State or Province. 13. Click icon in the Maximum age field. The Location Values dialog displays. 14. Enter the maximum age for which child labor laws apply, and click OK button to close the dialog. You can set up multiple age ranges using the Minimum and Maximum age fields, for example, or 16-18, based on the prevailing laws of the State or Province. 15. Click icon in the Maximum consecutive days field. The Location Values dialog displays. 16. Enter the maximum number of consecutive days (if any) that an employee covered by child labor laws may work, and click OK button to close the dialog. MICROS Manager's BOH EDM Handbook

62 Note: The Labor Management Scheduling application displays a business rule warning (BRW) when a minor is scheduled to work more consecutive days than are defined here. 17. Click icon in the Age certificate required check box. The Location Values dialog displays. 18. Click the drop-down arrow, and select Yes to require an age certificate for employment, or No to waive the requirement. Click OK button to close the dialog. Note: If selected, age certificate information must be entered in Human Resources for minors in this age range. 19. Click icon in the Work permit required check box. The Location Values dialog displays. 20. Click the drop-down arrow, and select Yes to require a work permit for employment, or No to waive the requirement. Click OK button to close the dialog. Note: If selected, work permit information must be entered in Human Resources for minors in this age range. 21. Click icon in the Sunday exclusion check box. The Location Values dialog displays. 22. Click the drop-down arrow, and select Yes if the Sunday work exclusion applies, or No to waive the exclusion. Click OK button to close the dialog. Note: If selected and if the Labor Management Scheduling application is used, a business rule warning (BRW) displays when a minor in this age range is scheduled to work on a Sunday. 23. Click icon in the Overtime rule field. The Location Values dialog displays. 24. Click the drop-down arrow, and select the applicable overtime rule to apply, and click OK button to close the dialog. The MICROS Manager's BOH EDM Handbook

63 overtime rule determines when and how much overtime pay a minor in this age range receives. Child Labor Laws, Work Restrictions Tab The Work Restrictions tab is used to define the earliest/latest arrival and departure times, minimum/maximum hours per day or week, and maximum number of allowable minutes that an employee can work before a break must be scheduled, for a child working on a school and non-school day. 25. Click Child Labor Laws, and Work Restrictions tab. Figure 2-21: Child Labor Laws, Work Restrictions Tab Refer to "Child Labor Laws, Work Restrictions Tab, School Day Restrictions Pane" on page 2-24 and "Child Labor Laws, Work Restrictions Tab, Non-School Day Restrictions Pane" on page Notes: When setting school day restrictions, if the Labor Management Scheduling application is used, a business rule warning (BRW) displays for shifts scheduled on school days that exceed these restrictions. The Labor Management Calendar application must be configured before restrictions are enforced. MICROS Manager's BOH EDM Handbook

64 Child Labor Laws, Work Restrictions Tab, School Day Restrictions Pane The Work Restrictions tab, School Day Restrictions pane is used to define the earliest/latest arrival and departure times, minimum/maximum hours per day or week, and maximum minutes worked before a break must be scheduled for school work days. Figure 2-22: Child Labor Laws, Work Restrictions Tab, School Day Restrictions Pane 26. Click icon in the Earliest Arrival Time field. The Location Values dialog displays. 27. Enter the earliest arrival time allowed by law on a school day, and click OK button to close the dialog. The Time format uses the 24-hour Military clock, for example, 1100 for 11 am, or 2300 for 11 pm. 28. Click icon in the Latest Departure Time field. The Location Values dialog displays. 29. Enter the latest departure time allowed by law on a school day, and click OK button to close the dialog. 30. Click icon in the Maximum Hours Per Day field. The Location Values dialog displays. 31. Enter the maximum hours per day allowed by law on a school day, and click OK button to close the dialog. 32. Click icon in the Maximum Hours Per Week field. The Location Values dialog displays. MICROS Manager's BOH EDM Handbook

65 33. Enter the maximum hours per week allowed by law on a school day, and click OK button to close the dialog. 34. Click icon in the Maximum Days Per Week field. The Location Values dialog displays. 35. Enter the maximum days per week allowed by law on a school day, and click OK button to close the dialog. 36. Click icon in the Maximum Minutes Before Break field. The Location Values dialog displays. 37. Enter the maximum number of minutes that an employee may work on a school day before a break is required by law, and click OK button to close the dialog. MICROS Manager's BOH EDM Handbook

66 Child Labor Laws, Work Restrictions Tab, Non-School Day Restrictions Pane The Work Restrictions tab, Non-School Day Restrictions pane is used to define the earliest/latest arrival and departure times, minimum/maximum hours per day or week, and maximum minutes worked before a break must be scheduled for non-school work days. 38. Click Child Labor Laws, and Work Restrictions tab. Figure 2-23: Child Labor Laws, Work Restrictions Tab, Non-School Day Restrictions Pane Notes: When setting non-school day restrictions, if the Labor Management Scheduling application is used, a business rule warning (BRW) displays for shifts scheduled on school days that exceed these restrictions. The Labor Management Calendar application must be configured before restrictions are enforced. 39. Click icon in the Earliest Arrival Time field. The Location Values dialog displays. 40. Enter the earliest arrival time allowed by law on a non-school day, and click OK button to close the dialog. The Time format uses the 24-hour Military clock, for example, 1100 for 11 am, or 2300 for 11 pm. MICROS Manager's BOH EDM Handbook

67 41. Click icon in the Earliest Departure Time field. The Location Values dialog displays. 42. Enter the earliest departure time allowed by law on a nonschool day, and click OK button to close the dialog. 43. Click icon in the Maximum Hours Per Day field. The Location Values dialog displays. 44. Enter the maximum allowable hours per day that an employee may work on a non-school day, and click OK button to close the dialog. 45. Click icon in the Maximum Hours Per Week field. The Location Values dialog displays. 46. Enter the maximum allowable hours per week that an employee may work on a non-school day, and click OK button to close the dialog. 47. Click icon in the Maximum Days Per Week field. The Location Values dialog displays. 48. Enter the maximum allowable number of days that an employee may work on a non-school day, and click OK button to close the dialog. 49. Click icon in the Maximum Minutes Before Break field. The Location Values dialog displays. 50. Enter the maximum number of minutes that an employee may work on a non-school day before a break is required by law, and click OK button to close the dialog. 51. After all changes are made, click the X in the tab name to SAVE your changes. 52. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

68 Using Menu Item Activation Form The Menu Item Activation enables (displays) or disables (removes) the menu item button from the POS screen. You can also adjust prep time for the selected menu item. The Menu Item Activation link is used to enable or disable the selected menu item or to adjust prep time. This option provides an alternate way of displaying or hiding the menu item button from the POS screen. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for before editing the Menu Items Activation form. Figure 2-24: Menu Item Activation Form 2. Click drop-down arrow in Find by name field to select the Menu Item to edit, for example, Take Two Combo, The form contains two settings that can be updated: Click icon in the Enable/Disable Menu Level Class field. The Location Values dialog displays. Figure 2-25: Enable/Disable Menu Item MICROS Manager's BOH EDM Handbook

69 Click the drop-down arrow to enable or disable the selected menu class. Click OK to close the Location Values dialog. Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. Click icon in the Prep Time field. The Location Values dialog displays. Figure 2-26: Select Prep Time for Menu Item Click the drop-down arrow to select a new prep time. Click OK to close the Location Values dialog. 3. After all changes are made, click the X in the tab name to SAVE your changes. 4. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

70 Using Menu Button Editor Form Buttons can be activated (display on the POS screen) or deactivated (remove from the POS screen). You can easily adjust pricing on menu items using the Menu Button Editor. The Menu Button Editor (MBE) link is used to manage your MICROS front of the house button keys. Using the Editor, you can activate or deactivate an item, and manage menu item prices. The display on the POS screen reflects the changes made the Menu Button Editor screen. Figure 2-27: POS Menu Button - Pancakes The SLU Screen Group includes the SLU categories assigned to that group, for example, the Menu Items screen group contains the screen buttons for Beverages, Marketing, Pancakes, etc. The SLU Screen displays all buttons included in that screen group, for example, the Pancakes screen contains the buttons for C/A Pancakes, Choc Pancakes, etc. The SLU Template displays the frame of the POS screen and cannot be changed in the MBE. The MBE Screen Group drop-down list contains the SLU template for the five major screen group categories. MICROS Manager's BOH EDM Handbook

71 Figure 2-28: Menu Button Editor Screen Groups Menu Items group displays the template and buttons assigned to the Menu Items SLU screen group. Refer to "Menu Items Screen Group" on page Condiments group displays the template and buttons assigned to the Condiments SLU screen group. Refer to "Condiments Screen Group" on page Combo Groups displays the template and buttons assigned to the Combo Groups SLU screen group. Refer to "Combo Groups Screen Group" on page Courses group displays the template and buttons assigned to the Courses SLU screen group. This screen group is not active at this time. Refer to "Courses Screen Group" on page Discounts/Service Charges group displays the template and buttons assigned to the Discounts/Service Charges SLU screen group. Refer to "Discounts/Service Charges Screen Group" on page Note: Discounts and Service Charges can also be enabled (activated) or disabled (deactivated) using the Discounts or Service Charges forms. Adding a new discount or changing a service charge value must be done using the appropriate EDM form. Refer to "Using Discounts Form" on page 2-77 or "Using Service Charges Form" on page MICROS Manager's BOH EDM Handbook

72 Menu Items Screen Group The Menu Items screen group displays the Screen drop-down to list so you can select a menu item SLU screen. Each screen contains assigned menu items buttons that can be activated, deactivated, or the pricing adjusted for the selected menu button. Note: The button-level setting applies to the button itself and affects the item assigned to the button on all screens, not just the one your are editing. For example, if you deactivate a menu item button and that item is used on another screen, it is deactivated on every screen. Only the buttons that display in the SLU area can be edited. The buttons that make up the touch screen style shell cannot be changed, for example, seat number buttons are only visible to represent the SLU shell. 1. Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Menu Items. 2. Click the Screen drop-down arrow to select the related screen buttons to view or update. In this example, we selected the screen item "Pancakes". Buttons assigned to the Pancakes screen display in the right pane. 3. Click to select a button in the right pane and display information related to the button in the Item Properties in the left pane, for example, click to select (C/A Pan) button. MICROS Manager's BOH EDM Handbook

73 Item Properties Figure 2-29: Menu Items Screen Group Object Number indicates the number assigned to the item. Name 1 indicates the primary name of the item. Name 2 indicates the secondary name of the item. Major Group designates the Major group assignment. This is used for reporting purposes. Family Group designates the Family group assignment. This is used for reporting purposes. Menu Item Group designates the Menu Item group assignment. This is used for reporting purposes. Menu Item Class designates the Menu Item Class assignment within the menu group. Either Name 1 or Name 2 can be used based on its Menu Item Class configuration. Menu Level Class designates the menu level class assignment that determines POS availability of the item. Selecting ENABLE All Levels activates the item. Selecting DISABLE No Levels deactivates the item even if it is assigned to a screen. MICROS Manager's BOH EDM Handbook

74 Caution: The Menu Level class applies to the item itself and affects the item on all screens, not just the one being viewed and edited. Effective From indicates the start date status of the current Price record. If the date is in the future, the item will not become active until that time. This is not the final indicator of an item being active. Effective From is managed by the Effective From dates of the EDM transaction package. Effective To indicates the end date status of the current Price record. If the date is in the past, the item will not be active. This is not the final indicator of an item being active. Effective To is managed by the Effective To dates of the EDM transaction package. Required Condiment designates the assigned Condiment Selection group that will prompt when the menu item is ordered on POS. Allowed Condiment designates the assigned Condiment Selection group that is allowed to modify the item when ordered on POS. Condiment Membership applies to Condiment items only and designates the Condiment Membership group to which the item is assigned. Condiment Group Assignment applies to Condiment items only and displays a list of all Condiment Groups to which the item s membership is assigned. This is a quick indicator of all groups where the item is used. MICROS Manager's BOH EDM Handbook

75 Condiments Screen Group The Condiments screen group displays the Screen drop-down to list so you can select a condiment SLU screen. Each screen contains assigned condiment buttons that can be activated, deactivated, or the pricing adjusted for the selected menu button. Note: The button-level setting applies to the button itself and affects the item assigned to the button on all screens, not just the one your are editing. For example, if you deactivate a condiment button and that item is used on another screen, it is deactivated on every screen. Only the buttons that display in the SLU area can be edited. The buttons that make up the touchscreen style shell cannot be changed, for example, seat number buttons are only visible to represent the SLU shell. 1. Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Condiments. 2. Click the Screen drop-down arrow to select the screen item to view or update. In this example, we selected the screen item "1 Egg Prep". Buttons assigned to the Pancakes screen display in the right pane. 3. Click to select a button in the right pane and display information related to the button in the Item Properties in the left pane, for example, click to select Scram button. MICROS Manager's BOH EDM Handbook

76 Item Properties Figure 2-30: Condiments Screen Group Object Number indicates the number assigned to the item. Name 1 indicates the primary name of the item. Name 2 indicates the secondary name of the item. Major Group designates the Major group assignment. This is used for reporting purposes. Family Group designates the Family group assignment. This is used for reporting purposes. Menu Item Group designates the Menu Item group assignment. This is used for reporting purposes. Menu Level Class indicates the menu level assignment that determines POS availability of the item. Selecting ENABLE All Levels activates the item. Selecting DISABLE No Levels deactivates the item even if it is assigned to a screen. MICROS Manager's BOH EDM Handbook

77 Caution: The Menu Level class applies to the item itself and affects the item on all screens, not just the one being viewed and edited. Effective From indicates the start date status of the current Price record. If the date is in the future, the item will not become active until that time. This is not the final indicator of an item being active. Effective From is managed by the Effective From dates of the EDM transaction package. Effective To indicates the end date status of the current Price record. If the date is in the past, the item will not be active. This is not the final indicator of an item being active. Effective To is managed by the Effective To dates of the EDM transaction package. Condiment Membership applies to Condiment items only and designates the Condiment Membership group to which the item is assigned. Condiment Group Assignment applies to Condiment items only and displays a list of all Condiment Groups to which the item s membership is assigned. This is a quick indicator of all groups where the item is used. MICROS Manager's BOH EDM Handbook

78 Combo Groups Screen Group The Combo Groups screen group displays the Screen drop-down to list so you can select a Combo group SLU screen. Each screen contains assigned combo buttons that can be activated, deactivated, or the pricing adjusted for the selected menu button. Note: The button-level setting applies to the button itself and affects the item assigned to the button on all screens, not just the one your are editing. For example, if you deactivate a combo group button and that item is used on another screen, it is deactivated on every screen. Only the buttons that display in the SLU area can be edited. The buttons that make up the touchscreen style shell cannot be changed, for example, seat number buttons are only visible to represent the SLU shell. 1. Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Combo Groups. 2. Click the Screen drop-down arrow to select the screen item to view or update. In this example, we selected the screen item "F T Crep". Buttons assigned to the Pancakes screen display in the right pane. 3. Click to select a button in the right pane and display information related to the button in the Item Properties in the left pane, for example, click to select Blueberry button. MICROS Manager's BOH EDM Handbook

79 Item Properties Figure 2-31: Combo Groups Screen Group Object Number indicates the number assigned to the item. Name 1 indicates the primary name of the item. Name 2 indicates the secondary name of the item. Major Group designates the Major group assignment. This is used for reporting purposes. Family Group designates the Family group assignment. This is used for reporting purposes. Menu Item Group designates the Menu Item group assignment. This is used for reporting purposes. Menu Level Class indicates the menu level assignment that determines POS availability of the item. Selecting ENABLE All Levels activates the item. Selecting DISABLE No Levels deactivates the item even if it is assigned to a screen. MICROS Manager's BOH EDM Handbook

80 Caution: The Menu Level class applies to the item itself and affects the item on all screens, not just the one being viewed and edited. Effective From indicates the start date status of the current Price record. If the date is in the future, the item will not become active until that time. This is not the final indicator of an item being active. Effective From is managed by the Effective From dates of the EDM transaction package. Effective To indicates the end date status of the current Price record. If the date is in the past, the item will not be active. This is not the final indicator of an item being active. Effective To is managed by the Effective To dates of the EDM transaction package. Combo Group indicates the combo group to which the item is assigned. MICROS Manager's BOH EDM Handbook

81 Courses Screen Group The Courses screen group displays menu items that are assigned to a Course, and activates the Screen drop-down to list the Course Groups. This feature is not active at this time. 1. Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Courses. 2. Click the Screen drop-down arrow to select the screen item to view or update. 3. Click to select a button in the right pane and display information related to the button in the Item Properties in the left pane. Item Properties Figure 2-32: Courses Screen Group Object Number indicates the number assigned to the item. Name 1 indicates the primary name of the item. Name 2 indicates the secondary name of the item. Major Group designates the Major group assignment. This is used for reporting purposes. Family Group designates the Family group assignment. This is used for reporting purposes. Menu Item Group designates the Menu Item group assignment. This is used for reporting purposes. Menu Level Class indicates the menu level assignment that determines POS availability of the item. Selecting ENABLE All Levels activates MICROS Manager's BOH EDM Handbook

82 the item. Selecting DISABLE No Levels deactivates the item even if it is assigned to a screen. Caution: The Menu Level class applies to the item itself and affects the item on all screens, not just the one being viewed and edited. Effective From indicates the start date status of the current Price record. If the date is in the future, the item will not become active until that time. This is not the final indicator of an item being active. Effective From is managed by the Effective From dates of the EDM transaction package. Effective To indicates the end date status of the current Price record. If the date is in the past, the item will not be active. This is not the final indicator of an item being active. Effective To is managed by the Effective To dates of the EDM transaction package. Course Membership indicates the Course to which the item is assigned. MICROS Manager's BOH EDM Handbook

83 Discounts/Service Charges Screen Group The Discounts/Service Charges screen group displays discounts and service charges and activates the Screen drop-down to list Discounts/Service Charge SLU groups to which these items can be assigned. Note: The button-level setting applies to the button itself and affects the item assigned to the button on all screens, not just the one your are editing. For example, if you deactivate a discount or service charge button and that button is used on another screen, it is deactivated on every screen. Only the buttons that display in the SLU area can be edited. The buttons that make up the touchscreen style shell cannot be changed, for example, seat number buttons are only visible to represent the SLU shell. Note: Discounts and Service Charges can also be enabled (activated) or disabled (deactivated) using the Discounts or Service Charges forms. Adding a new discount or changing a service charge value must be done using the appropriate EDM form. Refer to "Using Discounts Form" on page 2-77 or "Using Service Charges Form" on page Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Discounts/Service Charges. 2. Click the Screen drop-down arrow to select the screen item to view or update. In this example, we selected the screen item "Mgr Discounts". Buttons assigned to the Pancakes screen display in the right pane. 3. Click to select a button in the right pane and display information related to the button in the Item Properties in the left pane, for example, click to select Mgr Comp $ button. MICROS Manager's BOH EDM Handbook

84 Item Properties Figure 2-33: Discounts/Service Charges Screen Group Object Number indicates the number assigned to the item. Name indicates the primary name of the item. Type indicates either "D" for Discount or "S" for Service Charge. You must validate that you are adding the correct type to the Lookup screen. There are multiple Discount SLU screens but only one Service Charge screen. Menu Level Class indicates the menu level assignment that determines POS availability of the item. Selecting ENABLE All Levels activates the item. Selecting DISABLE No Levels deactivates the item even if it is assigned to a screen. Caution: The Menu Level class applies to the item itself and affects the item on all screens, not just the one being viewed and edited. Effective From indicates the start date status of the current Price record. If the date is in the future, the item will not become active until that time. This is not the final indicator of an item being active. Effective From is managed by the Effective From dates of the EDM transaction package. MICROS Manager's BOH EDM Handbook

85 Effective To indicates the end date status of the current Price record. If the date is in the past, the item will not be active. This is not the final indicator of an item being active. Effective To is managed by the Effective To dates of the EDM transaction package. Amount indicates the dollar value (or dollar limit) of the Discount or Service Charge. Percent indicates the percentage value of the Discount or Service Charge. MICROS Manager's BOH EDM Handbook

86 Understanding MBE Screen Options, Fields, and Properties Figure 2-34: Items Properties Group 1. Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Menu Items. 2. Click the Screen drop-down arrow to select the screen item to view or update. In this example, we selected the screen item "Pancakes". Buttons assigned to the Pancakes screen display in the right pane. 3. Click to select a button in the right pane and display information related to the button in the Item Properties in the left pane, for example, click to select (C/A Pan) button. Note: Fields vary based on the Screen Group selected. Item Properties are used to provide a thorough understanding of the button selected. MICROS Manager's BOH EDM Handbook

87 Screen Style Properties The Screen Style Properties pane for the selected item allows you to organize the buttons alphabetically or by object number, and to determine the horizontal or vertical layout of the button based upon the SLU Priority and Sort order. This feature is not active at this time. Figure 2-35: Screen Style Properties MICROS Manager's BOH EDM Handbook

88 Button Colors The Button Color drop-down list assigns the MICROS key color option to the group. Note that this is the database color code and may not reflect the actual POS display color. This feature is not active at this time. Figure 2-36: Button Color Selections Selected Item(s) Priority The Selected Item(s) Priority option determines the order or position where the button displays on the screen. When a button or group of buttons is selected, their position on the screen can be changed using the SLU priority number given to the item(s). Figure 2-37: Selected Item(s) Priority An item without a SLU priority will be listed first (based on the selected Sort option), then follow the priority 1 though When items have the same priority number, the Sort option determines placement in the priority range. Note: Use Caution when making any changes to the SLU Priority. These changes affect the priority of the item on all screens where it displays and changes its position in those screens relative to the items assigned to those screens. MICROS Manager's BOH EDM Handbook

89 Item Properties The Item Properties pane displays the properties or setting for the selected item. When you click to select a button in the right pane, the properties of that item display in the fields in the left pane. Fields under the Item Properties vary based on the Screen Group selected. Item Properties are used to provide a detailed view of the settings related to the item selected. In this example, we selected Menu Items screen group, $Breakfast Adds screen, and $Bis/Grvy button. Many items have similar names. Understanding the properties assigned to each item helps you to determine if it is the correct item for the screen assignment before making changes. Multiple Pages When there are more buttons assigned to a screen than space allows, the buttons overflow onto a separate page for viewing. This is how they display when the scrolling keys are active on the POS terminal screen to scroll through multiple items. Figure 2-38: Multiple Pages Scroll Buttons The lower left corner displays the number of pages that are active. Click the Up or Down scroll arrow buttons to move from page to page, just as you would on the POS terminal. MICROS Manager's BOH EDM Handbook

90 Button Information Buttons in the right pane display three properties: Figure 2-39: Button Properties Name indicates the assigned Name 1 of the item. Note that the item may use Name 2 on the POS terminal, based on its Menu Item Class configuration. Priority Number indicates the SLU priority. If no SLU priority is assigned, the area is blank. Price indicates the current Price 1 assigned to the item. MICROS Manager's BOH EDM Handbook

91 Button Controls Button controls display when you right-click on the selected button. Controls are defined below. Figure 2-40: Button Controls Important: Button-level setting applies to the button itself and affects the item assigned to the button on all screens, not just the one your are editing. For example, if you deactivate a menu item button and that item is used on several screens, it is deactivated on every screen. The Activate Button command changes the Menu Level Class assignment and assigns an Enabled status to the item so it displays on the POS screen. Refer to "Activating or Deactivating a Button" on page The Deactivate Button command changes the Menu Level Class to a Disabled state and removes the item from the POS screen. Refer to "Activating or Deactivating a Button" on page The Set Price Button command allows you to set the current price of an item. When multiple prices exist use the [Locations] button to view which locations use the highlighted price. When using only the Core menu, complete the price entries in all levels to ensure that the correct prices apply at all times. Refer to "Pricing a Button" on page Find Button command locates a button in the currently displayed screen. Refer to "Finding a Button" on page MICROS Manager's BOH EDM Handbook

92 Activating or Deactivating a Button The Activate Button command is located on the right-click Shortcut menu and changes the Menu Level Class assignment to the Enabled status. The Enabled status displays the button on the POS screen. The Deactivate Button command is located on the right-click Shortcut menu and changes the Menu Level Class to a Disabled status. The Disabled status prevents the button from displaying on the POS screen. Deactivated buttons display in dark gray, activated buttons display normally. When activating an item, verify that a price is configured, if needed. Once active, it will use the assigned price, even if no price was assigned. Important: Button-level setting applies to the button itself and affects the item assigned to the button on all screens, not just the one your are editing. For example, if you deactivate a menu item button and that item is used on several screens, it is deactivated on every screen. 1. Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Menu Items. 2. Click the Screen drop-down arrow to select the screen item to view or update. In this example, we selected the screen item "Pancakes". Buttons assigned to the Pancakes screen display in the right pane. 3. Right-click on a button in the right pane to display the Shortcut menu, and click the Activate Button or Deactivate Button command. Figure 2-41: Activate Button and Deactivate Button Commands MICROS Manager's BOH EDM Handbook

93 Note: Discounts and Service Charges can also be enabled (activated) or disabled (deactivated) using the Discounts or Service Charges forms. Adding a new discount or changing a service charge value must be done using the appropriate EDM form. Refer to "Using Discounts Form" on page 2-77 or "Using Service Charges Form" on page Activate/Deactivate Multiple Buttons The Ctrl plus click multi-select function allows you to activate or deactivate multiple buttons at the same time. To activate or deactivate multiple buttons: 1. Press the Ctrl key on your keyboard and click on the buttons to activate or deactivate. 2. While holding the Ctrl key down, right-click to display the Shortcut menu and select the Activate Button or Deactivate Button command. Figure 2-42: Activate or Deactivate Multiple Buttons MICROS Manager's BOH EDM Handbook

94 Pricing a Button The Set Price command is located on the right-click Shortcut menu and allows you to set the current price of an item. When using only the core menu, complete the price entries in all levels to ensure that correct prices apply at all times. Price change is managed by the Effective From and Effective To dates of the EDM transaction package. The edited price is NOT managed by the MICROS Effective date; that Effective date only indicates the active status of the price record in the MICROS database. Important: Button-level setting applies to the button itself and affects the item assigned to the button on all screens, not just the one your are editing. For example, if you change the price on a menu item button and that item is used on other screens, the price is changed on every screen. 1. Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Menu Items. 2. Click the Screen drop-down arrow to select the screen item to view or update. In this example, we selected the screen item "Pancakes". Buttons assigned to the Pancakes screen display in the right pane. 3. Right-click on a button in the right pane to display the Shortcut menu, and click the Set Price command. Figure 2-43: Set Price Dialog MICROS Manager's BOH EDM Handbook

95 Price 1 represents the core menu price. Price 2 represents the Late Night menu price. Price 3 is reserved for future use. 4. Click icon in Price 1 field to display the Location Values dialog. 5. Type the new price, and click OK button. Set Price 2, if applicable. 6. Click OK button to close the Pricing Location Values dialog. MICROS Manager's BOH EDM Handbook

96 Finding a Button The Find Button command is located on the right-click Shortcut menu and searches buttons that are included in the screen that is displayed. If the item you are searching for is not located in the selected Screen Group and Screen drop-down selections, then the Find feature will not locate the item. If found, the button key for the item is highlighted. For example, to search for a pancake item, you must first select the Menu Items screen group, and Pancakes screen before you click the Find Button command. This is helpful when trying to locate an item where multiple pages exist for that screen. 1. Click the Screen Group drop-down arrow to select the screen group and display items contained in that group, for example, Menu Items. 2. Click the Screen drop-down arrow to select the screen item to view or update. In this example, we selected the screen item "Pancakes". Buttons assigned to the Pancakes screen display in the right pane. 3. Right-click on a button in the right pane to display the Shortcut menu, and click the Find Button command. Figure 2-44: Find Button Dialog 4. Type the name or object number of the button for which you are searching, and click OK button. MICROS Manager's BOH EDM Handbook

97 Note: A more precise entry can narrow the selection of items. For example, entering s/o, the button selected will be the first button with s/o as the start of its name. In this example it would be the button for s/oatmeal. Likewise, entering s/or selects the first button starting with "s/or". Figure 2-45: Refining Search Parameters MICROS Manager's BOH EDM Handbook

98 Menu Button Editor, Working with Multiple Locations Changes can be made to multiple forms, records, screens, and restaurant locations. When making changes to multiple restaurant locations, you have two choices, create a new transaction package or select an existing transaction package. Regardless of the transaction package type, you add all locations where the changes need to be made and included in the same package. Be aware that the Effective To and From dates must be the same for all the selected locations within the transaction package. Refer to "Editing Forms for Multiple Locations" on page When making changes to multiple screen groups, EDM prompts you to save your changes to the current screen before it displays the next screen. Refer to "Edit Multiple Screen Groups, One Location" on page When making changes to multiple restaurants with different Menu button screens, EDM prompts you to select the location to edit. Refer to "Edit Multiple Restaurants, Different Screen Buttons" on page Refer to "Editing Forms for Multiple Locations" on page 1-24 for additional information. MICROS Manager's BOH EDM Handbook

99 Edit Multiple Restaurants, Different Screen Buttons When updating the Menu Button Editor form for several restaurant locations at the same time and in the same transaction package, if the POS Menu screen buttons are different within the selected screen type, the Multiple Versions Detected dialog displays. 1. Choose the first location or site, click the View/Change button, and make your changes for that location. 2. Then click to select the screen group. When you select a new screen group, you are prompted to save your changes to the previous screen. Click Yes to save your changes. 3. Click the Screen drop-down arrow again to display the Multiple Versions Detected dialog, select the next location, and make your changes. Figure 2-46: Multiple Locations, Different Screen Buttons MICROS Manager's BOH EDM Handbook

100 Edit Multiple Screen Groups, One Location When making changes to multiple screen groups or screen types, you can save each change and then select another screen group to edit. This can be done for one location or multiple locations. Refer to "Edit Multiple Restaurants, Different Screen Buttons" on page Select the first screen group and screen type, for example, Menu Items screen group and Pancakes screen type. 2. Make your changes for that screen. 3. Then click to select the next screen group or screen type. When you select the screen, you are prompted to save your changes to the previous screen. Click Yes to save your changes. Yes saves your changes and moves to a new screen selection. No cancels all changes on the screen items since the last save. Cancel closes the dialog and remains on the existing screen. Your unsaved changes remain on the screen. 4. Make your changes to that screen group and screen type. Figure 2-47: Saving Changes to Edit Multiple MBE Forms MICROS Manager's BOH EDM Handbook

101 Using Information Screens Form When the Information Screen Editor opens, it displays the first object number. When changing an Information Screen, verify spelling (typos), spacing between characters, and store information for accuracy. The Information Screens link is used to update store information, Clock In messages, and to provide step-by-step instructions on how to use several features. When changing an Information Screen, verify spelling (typos), spacing between characters, and store information for accuracy. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Information Screens form. Figure 2-48: Select Information Screens Form 2. Click drop-down arrow in Find by name field to select the Information Screen to edit, for example, Clock In Message. 3. Click icon in the field to change. The Location Values dialog displays. MICROS Manager's BOH EDM Handbook

102 Figure 2-49: Change Line Value or Information Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Type your changes, and click OK button to close. Figure 2-50: Enable/Disable Check Box Option Dialog 5. To enable ( ) or disable ( ) a printing feature, for example, print Red text or print text Wide, click on the check box to display the Location Values dialog. Click the drop-down arrow to select Yes (enable) or No (disable), and click OK button. 6. After all changes are made, click the X in the tab name to SAVE your changes. MICROS Manager's BOH EDM Handbook

103 7. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

104 Using Headers and Trailers Forms Headers and Trailers print on the top of a chit, and on guest checks and receipts. When changing a header or trailer, verify spelling (typos), spacing between characters, and store information for accuracy. Editing Headers Form The Headers link is used to change the information that prints at the top of a printed chit, and on guest checks and receipts. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Headers form. Figure 2-51: Select Header Form 2. Click drop-down arrow in Find by name field to select the Header to edit, for example, Check 100. Note: The Check Header form (Number 101) is used for store number, address, city, and phone number. Do not edit Lines 1-2 (~~CheckLogo.bmp). 3. Click icon in the field to change. The Location Values dialog displays. MICROS Manager's BOH EDM Handbook

105 Figure 2-52: Change Location Values Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Type your changes, and click OK button to close. 5. To change the printing options for the selected line, click the Print Red or Print Wide check box. The Location Values dialog displays. 6. Click the drop-down arrow to select Yes (enable) or No (disable), and click OK button to close the dialog. 7. After all changes are made, click the X in the tab name to SAVE your changes. 8. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

106 Editing Trailers Form The Trailers link is used to change the store information or the message that prints on guest checks and receipts. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Trailers form. Figure 2-53: Select Trailer Form 2. Click drop-down arrow in Find by name field to select the Trailer to edit, for example, Check 2. MICROS Manager's BOH EDM Handbook

107 Notes: Object Number 1 prints your message on the customer receipt. Do not delete trigger entries. It can be moved to other lines. When editing the Trailer options, do not delete the trigger They can be moved to different lines. Bonus Coupon and Barcode for check scanning will NOT print if these are removed. This feature is not used in a server-banking environment. 3. Click icon in the field to change. The Location Values dialog displays. Figure 2-54: Change Line Value or Information Dialog 4. Type your changes, and click OK button to close. 5. To enable ( ) or disable ( ) a printing feature, for example, print Red text or print text Wide, click on the check box to display the Location Values dialog. Click the drop-down arrow to select Yes (enable) or No (disable), and click OK button. 6. After all changes are made, click the X in the tab name to SAVE your changes. 7. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

108 Using Tax Classes Form New tax rates are linked to tax classes. After new tax rates are created, select each Tax Class to link to the new tax rate. Contact dineequity Help Desk for rate definition and tax class changes. The Tax Classes link is used to add a new tax class and associate it with a tax rate. Existing tax classes cannot be changed; however, you can add up to four additional classes. When you receive a new tax rate from the dineequity Help Desk, you must apply that tax to the affected tax classes. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Tax Classes form. Figure 2-55: Select Tax Class Form Note: The existing standard tax classes are fixed and cannot be changed. If a new tax class request has been approved and assigned to your locations, the newly created tax class can be linked to an existing tax rate(s). 2. Click drop-down arrow in Find by name field to select the Tax Class to edit, for example, 100 Food Hot. When a tax class is selected, the rows display the values linked to the selected class. MICROS Manager's BOH EDM Handbook

109 3. Click icon in Rows 5-8 where the new tax rate displays, and enable ( ) or disable ( ) the rate for the applicable classes contained in the Find by name drop-down list. Only the last four (4) options can be enabled or disabled. The Location Values dialog displays. Figure 2-56: Yes or No to Enable or Disable Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click drop-down arrow to select your change, and click OK button to close. Yes indicates the rate is enabled or active, No indicates disabled or inactive. 5. Continue to enable the new tax rate for each tax class contained in the drop-down list, as appropriate. 6. After all changes are made, click the X in the tab name to SAVE your changes. 7. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. 8. Sign in to the POS system and ring a test guest check to verify tax changes are correct. MICROS Manager's BOH EDM Handbook

110 Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

111 Using Tax Rates Definition Form Tax rate percentages can be changed as needed. However, the Tax Rate Name cannot be changed by the store. Contact dineequity Help Desk to request a new tax rate. The Tax Rates Definition link is used to update the tax rate percentage. Rate Names are defined by dineequity Help Desk and cannot be changed. To add a new tax rate, contact the dineequity Help Desk to request a change. Note: Only the tax percentage can be changed on this form. All other fields and the Breakpoint and Canadian Tax tabs are read-only. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Tax Rates Definition form. Figure 2-57: Select Tax Rate Form 2. Click drop-down arrow in Find by name field to select the Tax Rate to edit, for example, Food 1. The form is organized into three tabs, General, Breakpoints, and Canadian Tax. The General tab is used to define the tax percent for the selected category, for example, Food. Refer to "General Tab" on page The Breakpoints tab applies onto the Add on and Breakpoint tax. This tab is view only. Refer to "Breakpoints Tab" on page The Canadian Tax tab applies only to restaurants located in Canada. This tab is view only. Refer to "Canadian Tax Tab" on page MICROS Manager's BOH EDM Handbook

112 General Tab The General tab is used to define the tax percent for the selected category, for example, Food. Only the tax percent field can be updated. Fields are defined below: Tax Collected Name: Used to display on reports and may be programmed to print on guest checks and receipts. Taxable Sales Name: Used to describe the totals that accumulate for net sales of items assigned to this tax rate. The name prints on reports. Tax Exempt Name: Used to describe the totals that accumulate for net sales of items assigned to this tax rate and are tax exempted. Net Sales Name: Used to describe the totals that accumulate for all net sales, including non-taxed and tax exempted sales. Type: Indicates the type of calculations and how the tax is calculated for each type: o o Breakpoint: The tax is calculated based on a chart provided by the local government. This option is not used at this time. Percent: The tax is calculated by multiplying the amount in the percentage field by the total, and added to the price of the menu item, for example, $10.00 x 5% =.50 Tax. Start Amount: Applies only to the breakpoint and add-on percentage taxes. This option is not used at this time. 3. Click icon in the Percentage field. The Location Values dialog displays. Figure 2-58: Enter Tax Rate Percent Dialog MICROS Manager's BOH EDM Handbook

113 Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Enter the tax percentage as required by law for each tax rate, and click OK button to close the dialog. Allowed values range from 0 to 100 percent and can include up to four decimal places, for example, Negative values are not allowed. Breakpoints Tab The Breakpoints tab applies onto the Add on and Breakpoint tax. This tab is view only. Figure 2-59: Breakpoints (View-Only) Tab MICROS Manager's BOH EDM Handbook

114 Canadian Tax Tab The Canadian Tax tab applies only to restaurants located in Canada. This tab is view only. Figure 2-60: Canadian Tax (View-Only) Tab 5. After all changes are made, click the X in the tab name to SAVE your changes. 6. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. 7. Sign in to the POS system and ring a test guest check to verify tax changes are correct. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

115 Using Tax Rates Form Tax rate percentages can be changed as needed. However, the Tax Class that each rate is assigned to cannot be changed by the store. Contact dineequity Help Desk for rate definition and tax class changes. The Tax Rate link is used to update the tax rate percentage. Rates must first be defined and the Tax Class that it belongs to must be assigned before you can edit the percentage. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Tax Rates form. Figure 2-61: Select Tax Rate Form 2. Click drop-down arrow in Find by name field to select the Tax Rate to edit, for example, Food Click icon in the Percentage field. The Location Values dialog displays. MICROS Manager's BOH EDM Handbook

116 Figure 2-62: Change Tax Rate Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Type the percent value of the tax rate, and click OK button to close. The decimal point for fractions of a percent include up to three decimal places. 5. After all changes are made, click the X in the tab name to SAVE your changes. 6. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. 7. Sign in to the POS system and ring a test guest check to verify tax changes are correct. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

117 Using Discounts Form The Discounts link allows you to enable or disable existing discounts, and modify settings to a specific group of discounts for your location. The Discounts link is used to enable or disable discounts, and displays both corporate and local discounts. Corporate discounts are pre-defined fields that cannot be changed. Local discounts can be customized and are maintained by the restaurant. There are 40 generic Local discounts programmed in the database that can be used for local programming of basic discounts. Generic local discounts use either a percentage or dollar amount reduction. All are line item discounts so a discount can be applied either as a touch item discount or to discount all items on the check. Complex Rule Discounts, such as BOGO, require corporate approval and programming through the dineequity Help Desk. Notes: Corporate discounts can only be Enabled or Disabled. Discounts can also be activated or deactivated using the Menu Button Editor form. Refer to "Activating or Deactivating a Button" on page Figure 2-63: Sample POS Discounts Buttons MICROS Manager's BOH EDM Handbook

118 Enabling/Disabling a Discount 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Discounts form. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. Figure 2-64: Select Discount Form 2. Click drop-down arrow in Find by name field to select the Discount to edit, for example, BOGO. 3. Click icon in the Enable/Disable field. The Location Values dialog displays. Figure 2-65: Enable or Disable Corporate Discount Dialog MICROS Manager's BOH EDM Handbook

119 Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click the drop-down arrow to select All Levels (enable) or No Levels (disable), and click OK button to close. 5. After all changes are made, click the X in the tab name to SAVE your changes. 6. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

120 Creating a New Local Discount 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Discounts form. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. Figure 2-66: Select Discount Form 2. Click drop-down arrow in Find by name field to select the Discount to edit, for example, the first available Local discount. Note: The first 40 entries under the **SITE DISC** header (Object Numbers 1 through 9020 in the selection field) can be edited. Pre-configured discounts are already named by corporate; generic configurable discounts are named Local. All discounts named "Local" can be changed as needed. MICROS Manager's BOH EDM Handbook

121 3. Click icon in the Name field. The Location Values dialog displays. Figure 2-67: Type Name of New Local Discount Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Type a name for the new discount in Locations Values dialog, and click OK button to close the dialog. 5. Click icon in the SLU field. The Location Values dialog displays. Discount buttons are located in the POS system, Pay screen, Discount button. For example, if the new local discount will be a coupon in the local paper, you would choose "105 - Coupons/FSI". SLUs groups include: 101 Mgr Discounts 102 Emp Discounts 103 Senior Discounts 104 Government Discounts 105 Coupons/FSI 107 Business to Business (not used) 201 Service Charges (not used) MICROS Manager's BOH EDM Handbook

122 Figure 2-68: Select SLU Dialog 6. Click drop-down arrow to select the SLU on which the new discount button will display, and click OK button to close the dialog. 7. Click icon in the Privilege Level field. The Location Values dialog displays. Discount approval level indicates when or if a manager's authorization prompt displays for each transaction on the POS system. Level 0 allows all users to apply a discount without authorization. Level 1 allows Cashiers, Crew Chiefs and Managers to authorize a discount. Level 2 allows Crew Chiefs and Managers to authorize a discount. Figure 2-69: Select Privilege Authorization Level Dialog 8. Click the drop-down arrow to select the authorization level, and click OK to close. 9. Click icon in the Category field. The Location Values dialog displays. The Category field determines how the discount total is tracked in reporting. Several reports contain a summary total of Manager, Employee, Senior, Government, and Coupon discounts that are applied during the business day. This is a critical assignment selection. MICROS Manager's BOH EDM Handbook

123 10. Click the drop-down arrow to select the reporting category, and click OK button. 1 Manager Discounts 2 Employee Discounts 3 Senior Discounts 4 Government Discounts 5 Coupon/FSI Discounts 11. Click on the check box next to the option to display the Location Values dialog. Yes indicates the option is active; No indicates the option is inactive. Preset determines if the discount value is an Open ( ) entry or Preset ( ) value. "Open" indicates that the user enters the amount or the percent when processing the guest check payment. Do not select if user is required to enter the amount or percentage to be discounted. Amount determines if the discount is a Percentage or Dollar Amount value. Unselect if the discount is a percentage off, and enter percent value in Percent field. Enter dollar amount in Amount field when Amount option is selected. o o Select if the Discount is a percentage and enter percent value in Percent field. Select if the Discount is a dollar amount and enter amount in Amount field. 12. Click drop-down arrow to select your option, and click OK button to close. Yes indicates the option is active and No indicates the option is not active. 13. Click icon in the Percent or Amount field. The Location Values dialog displays. Figure 2-70: Type Amount or Percent Value Dialog 14. Type percent or dollar amount, and click OK button. MICROS Manager's BOH EDM Handbook

124 15. After all changes are made, click the X in the tab name to SAVE your changes. 16. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

125 Using Service Charges Form There are four preconfigured Service Charges programmed in the database that allow local customization on either percentage or dollar amount charges. These items are Delivery Fee, To Go Fee, Room Service Charge, and Local Donation. The Service Charges link is used to enable or disable existing service charges, and modify settings for a select group of service charges. These service charges have core fields and are pre-defined. Amount and percent values can be modified by the restaurant. Figure 2-71: Sample Service Charges Buttons Note: Service Charges can also be activated or deactived using the Menu Button Editor form. Refer to "Activating or Deactivating a Button" on page Enabling or Disabling Service Charges 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Service Charges form. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact dineequity Help Desk for assistance. Figure 2-72: Select Service Charges Form MICROS Manager's BOH EDM Handbook

126 2. Click the drop-down arrow in Find by name field to select the Service Charge to edit, for example, 15% Gratuity. 3. Click icon in the Enable/Disable field. The Location Values dialog displays. Figure 2-73: Enable/Disable Service Charge Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click the drop-down arrow to select All Levels (enable) or No Levels (disable), and click OK button to close. 5. After all changes are made, click the X in the tab name to SAVE your changes. 6. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

127 Editing an Existing Service Charge 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Service Charges form. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. Figure 2-74: Select Service Charges Form 2. Click drop-down arrow in Find by name field to select the Service Charge to edit, for example, Delivery Fee. 3. Click icon in the Menu Level Class field. The Location Values dialog displays. MICROS Manager's BOH EDM Handbook

128 Figure 2-75: Enable/Disable Service Charge Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click the drop-down arrow to select All Levels (enable) or No Levels (disable), and click OK button to close. 5. Click icon in the Privilege field. The Location Values dialog displays. This field triggers the Manager Authorization screen to display in the front of the house point of sale system when the service charge is applied. Level 0 allows all users to apply a service charge without authorization. Level 1 allows cashiers, crew chief, and manager to use without authorization. Level 2 (default) allows crew chief and manager only to use without authorization. Figure 2-76: Select Privilege Level Dialog MICROS Manager's BOH EDM Handbook

129 6. Click drop-down arrow to select the Privilege Level for the charge, and click OK button. 7. Click on the check box next to the Preset or Amount option field. The Location Values dialog displays. 8. Click on drop-down arrow to select Yes (indicates the option is active), or No (indicates the option is inactive), and click OK button. Preset determines if the discount value is an Open ( ) entry or Preset ( ) value. "Open" indicates that the user enters the amount or the percent when processing the guest check payment. Do not select if user is required to enter the amount or percentage to be discounted. Amount determines if the discount is a Percentage or Dollar Amount value. Unselect if the discount is a percentage off, and enter percent value in Percent field. Enter dollar amount in Amount field when Amount option is selected. o o Select if the Discount is a percentage and enter percent value in Percent field. Select if the Discount is a dollar amount and enter amount in Amount field. 9. Click icon in the Percent or Amount field. The Location Values dialog displays. 10. Type the amount or percent value, and click OK to close. 11. After all changes are made, click the X in the tab name to SAVE your changes. 12. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

130 Using FOH Report Privileges Form All employees can generate the reports located on the Function screen. This utility program sets or removes the authorization level required to run the selected report. The FOH Report Privileges link is used to set the privilege level for each report that displays on the FOH Server and Cashier's Function screen. Refer to "Server's Handbook, Server and Cashier's Function Screen" or "Cashier's Handbook, Server and Cashier's Function Screen". Figure 2-77: Server and Cashier's Function Screen, Reports Buttons, Cashier-Banking Environment Figure 2-78: Server and Cashier's Function Screen, Reports Buttons, Server-Banking Environment MICROS Manager's BOH EDM Handbook

131 Updating FOH Report Privileges 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the FOH Report Privileges form. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. Figure 2-79: Select Report Privileges Form 2. Click drop-down arrow in Find by name field to select the FOH Employee Privilege to edit, for example, Server Bank Checkout. 3. Click icon in the Privilege Level field. The Location Values dialog displays. Figure 2-80: Change Line Value or Information Dialog MICROS Manager's BOH EDM Handbook

132 Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click the drop-down arrow to select the authorization level, and click OK to close. Report Authorization None: All servers or cashiers can run the selected report. Report Authorization Cashier +: Cashier level or above can run the selected report. Report Authorization CrChief +: Crew chief or manager level can run the selected report. 5. Type your changes, and click OK button to close. 6. After all changes are made, click the X in the tab name to SAVE your changes. 7. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

133 Using Employee Privileges Form The Employee Classes that can be edited are determined by the security level of your Back Office Employee Class. If you do not have the privilege level to edit the settings for a particular Employee Class, that class will not display in the list. The Employee Privileges link is used to set the required permission level when accessing the selected options. Default options are assigned to the Employee Class form in the POS Configurator. Checking the option for the selected Employee Class allows the selected employee class to perform the function with or without authorization. Figure 2-81: Server and Cashier's Function Screen, Cash Management Buttons, Cashier-Banking Environment Figure 2-82: Server and Cashier's Function Screen, Cash Management Buttons, Server-Banking Environment MICROS Manager's BOH EDM Handbook

134 Enabling or Disabling Privileges 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Employee Privilege form. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. Figure 2-83: Select Privilege Form 2. Click drop-down arrow in Find by name field to select the Employee Privilege Group to edit, for example, Assistant Manager. 3. Click the icon for the privilege to change. The Location Values dialog displays. Privileges are described below. Figure 2-84: Activate or Deactivate Privilege Dialog MICROS Manager's BOH EDM Handbook

135 Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. Require mag card emp ID: Select this option to require employees in this class to use a magnetic card to enter employee ID information when using POS Operations. Clear this option to allow entry by Mag Card or touch screen. Add check: Select this option to allow employees in this class to use the Combine Checks button to add one check to another check. The Combine Checks button is located on the Food, Pay, and Server and Cashier's Function screen. Split check: Select this option to allow employees in this class to use the Split Check button to divide a single guest check into multiple checks and to allow tendering of a check in Filter Seat mode. The Split Check and Filter Seat buttons are located on the Food, Pay, and Server and Cashier's Function screen. Transfer check: Select this option if employees in this class are allowed to use the Transfer Check button to transfer a check from another employee to themselves. The Transfer Checks button is located on the Food, Pay, and Server and Cashier's Function screen. Initiate check transfer requests: Select this option to allow employees in this class to use the Transfer Check button to move a check from one employee to another employee. The Transfer Check button is located on Pay and Server and Cashier's Function screen. Receive check transfer requests: Select this option if the employee class can receive a request to transfer a check. Only employees who are clocked in and who are members of an employee class with this option enabled, displays in the Employee Selection Prompt when a check is being transferred. Clock in/out outside of schedule: Select this option to allow employees in this class to clock in or out before or after the times set in the time clock schedule. Override clock in/out grace: Select this option to allow employees in this class to override the established grace period for clocking in or out and can authorize non-privileged employees to do the same. MICROS Manager's BOH EDM Handbook

136 Tender/Media over HALO: Select this option to allow employees in this class to enter a tender amount greater that the High Amount Lockout (HALO) limit (currently set to $100 over amount due). Close zero balance check: Select this option to allow employees in this class to close a guest check with a $0 balance due. Employees with this privilege can also authorize non-privileged employees to close $0 balances. Override Charged tip Limit: Select this option to allow employees in this class to override the tip limit posted to a customer s credit card (tip limit currently set at 30%). No Sale: Select this option if the employees in this class are allowed to use the Open button to open a cash drawer. The Open button is located in the Cash Management group. Employees with this privilege can also authorize non-privileged employees to do the same. Only the cash drawer assigned to an employee will open. Submit blank CVV: Select this option to allow members of this class (job assignment) to submit (or allow other employees) to obtain credit card authorizations without providing the appropriate credit verification values (CVV). Note: This value is a 3- or 4-digit number printed on the signature tape (Visa/Mastercard) or above the account number (American Express) on the credit card. 4. Click the drop-down arrow to select Yes (enable/active) or No (disable/inactive), and click OK button to close the dialog. 5. After all changes are made, click the X in the tab name to SAVE your changes. 6. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

137 Using Order Chit Printing Form The Order Chit Printing is configured to restrict the option to print the guest seat number in red without enabling either "Print seat number" or "Print seat # on menu item" option. The Order Chit Printing link is used to customize the Chit Printing location and options. You can enable options such as sort by seat, print seat number, print seat number in red, and print seat number on menu items. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Chit Order Printing form. Figure 2-85: Select Chit Printer Form 2. Click drop-down arrow in Find by name field to select the Printer to edit, for example, 1 Remote Printer. The Printers drop-down list contains all available printers where chit printing options are routed and can be customized. 3. Click icon in any field to enable or disable chit printing options. The Location Values dialog displays. To review examples of Chit Printing options and the consumption of printer ink, refer to "Chit Printing Option Examples" on page Sort by seat: Sorts food items by guest seat number header (****Seat 1****) on the chit if checked. If unchecked, the print order is by food item. The guest seat number does not print on MICROS Manager's BOH EDM Handbook

138 the chit unless the "Print seat number" or "Print seat # on menu item" option is selected as well. Print seat number: Prints the guest seat number descriptor (S1, S2, S3, )on the chit if checked. If unchecked, the seat number does not print. This option must be selected in order to include the seat number on the printed chit. Print seat # on menu item: Prints the seat number next to the menu item if checked. If unchecked, the print order is by menu item only and does not include the guest seat number on the printed chit. This option must be selected in order to include the guest seat number on the printed chit. This option is only available if "Print seat number" or "Sort by seat" is selected as well. Print Seat number in red: Prints the guest seat number in red if checked, or black if unchecked. This option is only available if the "Print seat number" or "Sort by seat" option is selected as well. Figure 2-86: Check Box Enable/Disable Options Dialog Notes: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. Refer to "Chit Printing Option Examples" on page MICROS Manager's BOH EDM Handbook

139 4. Click drop-down arrow to select your change, and click OK button to close. Yes indicates the option is active and No indicates the option is inactive. 5. After all changes are made, click the X in the tab name to SAVE your changes. 6. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

140 Chit Printing Option Examples The current database setting displays menu items according to print group, or in the order the server entered the items. Example 1 Figure 2-87: Default Chit Printing, No Options Enabled Figure 2-88: Print Seat Number and Print Seat Number on Menu Item Options Enabled Seat descriptor displays to the right of the menu item, and reduces the amount of space for the menu item description line. MICROS Manager's BOH EDM Handbook

141 Example 2 Figure 2-89: Sort by Seat, Print Seat Number, and Print Seat Number on Menu Item Options Enabled Seat header and seat descriptor print, but the last letter of the menu item description is cut off. Example 3 Figure 2-90: Sort by Seat Option Enabled The seat header prints and includes the 12 characters of the menu item description on the lines below. This option increases the amount of printer ink usage. MICROS Manager's BOH EDM Handbook

142 Example 4 Figure 2-91: Print Seat Number Option Enabled The seat descriptor prints and includes the 12 character menu items on the lines below. Printing the two character seat number reduces printer ink usage. Example 5 Figure 2-92: Sort By Seat and Print Seat Number Options Enabled Seat descriptor and Seat Header prints. These two options increase printer ink usage. MICROS Manager's BOH EDM Handbook

143 Example 6 Figure 2-93: Sort By Seat, and Print Seat Number on Menu Item Options Enabled Seat header prints above the menu item and the seat descriptor prints to the right of the menu item line. This results in the loss of two characters on menu item line and increases printer ink usage. Notice the missing B which would notate a vegetable choice of broccoli on Seat 3 in the example above. MICROS Manager's BOH EDM Handbook

144 Example 7 Figure 2-94: Examples 1 and 6 Options Enabled The Print seat option is enabled on menu item in this example. In order to use the Print Seat number on menu item option, you must select either the "Sort by seat" or "Print seat number" option to be enabled. These two scenarios are configured in: Example 1: Print seat number and Print seat number on menu item, and Example 6: Sort by seat and Print seat number on menu item. MICROS Manager's BOH EDM Handbook

145 Using Cook Times Form Cook Times are calculated in seconds, not minutes. The Cook Times link is used to adjust the Cook Times for the selected menu item. This enables you to vary how long a food item takes to cook and reflects realistic times for your kitchen. Figure 2-95: Example KDS Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. MICROS Manager's BOH EDM Handbook

146 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Cook Times form. Figure 2-96: Select Menu Item for Cook Times Form 2. Click drop-down arrow in Find by name field to select the menu item for which to change the cook time, for example, Pot Rst, Name 1: Indicates the primary name of the item. Name 2: Indicates the secondary name of the item. Preparation Time: Indicates cook time in seconds. 3. Click icon in the Preparation Time: Select Value in Seconds field. The Location Values dialog displays. Figure 2-97: Preparation Time Select Value in Seconds Dialog MICROS Manager's BOH EDM Handbook

147 Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click the drop-down arrow and select the new cook time for the selected menu item, and click OK button to close. 5. After all changes are made, click the X in the tab name to SAVE your changes. 6. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

148 Using Soup Salad Routing Form The Soup Salad Routing form is used to change the routing based upon each restaurant's individual setup. The Soup Salad Routing link is used to change the routing and print location for soup and salad items only. Figure 2-98: Sample Expo Chit Layout Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. MICROS Manager's BOH EDM Handbook

149 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Soup Salad Routing form. Figure 2-99: Select Soup Salad Routing Form 2. Click drop-down arrow in Find by name field to select the Soup Salad Routing to edit, for example, Chx Ndl, Name 1: Indicates the primary name of the item. Name 2: Indicates the secondary name of the item. Print Class: Determines where the menu item is routed for preparation, for example, the KDS, Expo, Galley, or chit printer. 3. Click icon in the Print Class field. The Location Values dialog displays. Figure 2-100: Print Class Dialogs MICROS Manager's BOH EDM Handbook

150 Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click the drop-down list to select the option, and click OK button to close. 5. After all changes are made, click the X in the tab name to SAVE your changes. 6. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

151 Using Tip TRAC Form Tipped employees are prompted to enter his/her declared tips if tips were not declared before clocking out. Tips can be entered using the Clock Out button, and can be corrected using the Adj Declared Tip button on the POS system. The Tip TRAC link is used to customize Tip TRAC settings for your location. Tip TRAC can be enabled or disabled, and the default minimum tip percentage can be updated for both cash and credit/gift card transactions. If the declared tips are below the set percentage standard, when the server or cashier clocks out, the Tip TRAC Summary displays. Most restaurants require manager's approval when tips are above or below the set percent amount. Figure 2-101: Tip Amount Error Screen Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Tip TRAC form. Figure 2-102: Select Tip TRAC Form MICROS Manager's BOH EDM Handbook

152 2. Click drop-down arrow in Find by number field to select the location to edit, for example, 9999, ASC. Location Name 1: Indicates the restaurant location number. Location Name 2: Indicates the restaurant location name. Tip TRAC cash percent: Indicates the minimum cash tip percent amount. Tip TRAC credit percent: Indicates the minimum credit or gift card tip percent amount. 3. Click icon in the Tip TRAC field. The Location Values dialog displays. Figure 2-103: Enable/Disable Tip TRAC Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Click the drop-down arrow to select Yes to enable the Tip TRAC feature or No to disable, and OK button to close the dialog. 5. Click icon in the Tip TRAC cash or credit percent field. The Location Values dialog displays. MICROS Manager's BOH EDM Handbook

153 Figure 2-104: Tip TRAC Cash or Credit Percent Value Dialog 6. Type the new minimum tip percent, and click OK button to close the Location Values dialog. Note: Tip percentages can have up to two decimal places, for example, After all changes are made, click the X in the tab name to SAVE your changes. 8. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

154 Using RSS Report Groups Form Transaction packages are NOT saved when reviewing a readonly form. The RSS Report Groups link is used to view the three reporting groups for your location. The three reporting groups are: Major, Family, and Menu Item Report Groups. All reporting groups organize your data by the category displayed in the form. Note: The RSS Report Groups form is view-only. After reviewing how the reports organize your data, should you need changes made to the reporting groups, contact the dineequity Help Desk. 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before reviewing the RSS Report Groups form. Figure 2-105: Read-Only Information Screen Note: The transaction package is NOT saved when reviewing a "read-only" form. 2. Click OK button to continue. MICROS Manager's BOH EDM Handbook

155 Figure 2-106: Report Groups Form, Major Groups Tab 3. Click drop-down arrow in Find by number field to select the report group to review, for example, 1. Food-Breakfast. Report Group Tabs: Major groups, family groups, and menu item groups are collections of menu item totals used to report sales. Each menu item in the system is assigned to post to one major group, family group, and menu item group. Sales reports provide revenue information for each group. Report Categories: Represents the category number associated with this group. The category number is used in reports to subtotal items by category. Categories arrange selected groups and subtotal information on the reports by the assigned category. Note: The Major Groups Report subtotals sales details by the category displayed, in this case, Category 1, Food. 4. Click Family Groups tab. MICROS Manager's BOH EDM Handbook

156 Figure 2-107: Report Groups Form, Family Groups Tab Note: The Family Groups Report subtotals sales details by the category displayed, in this case, Category 1, Food. 5. Click Menu Item Groups tab. Figure 2-108: Report Groups Form, Menu Item Groups Tab MICROS Manager's BOH EDM Handbook

157 Note: The Menu Item Groups Report subtotals sales details by the category displayed, in this case, Category 1, Food. 6. After reviewing the report groups, click the X in the tab name to close the form. Note: The Transaction Package for this view-only form is NOT saved when you exit because no changes can be made to the form. 7. If prompted, click Yes button to commit any open Transaction Packages to the selected location(s), or No to close without committing open packages. Sample Error Message Figure 2-109: Sample Error Message MICROS Manager's BOH EDM Handbook

158 Understanding Serving Periods Serving Periods are an optional feature. However, once enabled, a serving period must always be active. When enabled, the days of the week designated for a time period are disabled because the serving period prevails. A Serving Period is an arbitrary time span used by management to track and report sales activity. Once enabled, all checks are reported as part of the active serving period until that period is manually changed. Serving Periods are often confused with Time Periods, which they resemble. The following table illustrates the main differences between the two. Attribute Serving Periods Time Periods Time Allocation Coverage Start and End Times Days of the Week Period Changes Arbitrary. A serving period begins when it is activated and ends when another one takes its place. Continuous. Only one may be active at a time. Optional. If provided, start and end times are used only as guidelines for the end user. When the end time of the current serving period is reached, the system will prompt for a change of period. This prompt will be repeated each time a check is begun or picked up at the UWS. Not available. Serving periods are only defined for a time of the day, not days of the week. Manually. Changes to the current serving period are made by the manager at his/her discretion. Fixed. A time period is always linked to specific hour(s) and/or day(s). The parameters of a time period are preprogrammed and activation is monitored through the system clock. Optional. Normal practice is to define time periods for regular intervals, for example, 2 hours, 4 hours, over the entire span of the day. Multiple time periods may be defined for the same day, for example, every two hours and morning shift (6 am to 12 noon), afternoon shift (12 noon to 5 pm) and evening shift (5 pm to 12 midnight). Both gaps in coverage and overlapping is allowed. Required. Every time period must have a start time and an end time specified. Required. Every time period must specify which days of the week it is active. Automatically, based on predefined values. Time period changes are transparent to the end user. MICROS Manager's BOH EDM Handbook

159 Note: Serving Periods are an optional feature. However, once enabled, a serving period must always be active. When enabled, the days of the week designated for a time period are disabled because the serving period prevails. MICROS Manager's BOH EDM Handbook

160 Using Periods Form Periods are userdefined time spans, from 1 minute to 24 hours, and can be optionally linked to one or more days of the week, for example, Monday 3:00 to 6:00 pm. The Periods link is used to designate timeframes for system activities. There are two types of timeframes used to track system activities: Time Periods: Specifies the range of hours used when tracking Time Period Sales reports. Refer to "Using Time Periods Form" on page Serving Periods: Defines the hours associated with a specific serving shift, for example, Breakfast, Brunch, Lunch, Early Bird, Dinner, etc. Refer to "Understanding Serving Periods" on page Example Assume that the Periods form includes the records shown below: Record Name Hours Days 1 Hourly 1 8:00 9:00 Sunday Saturday (all) 2 Hourly 2 9:00 10:00 Sunday Saturday (all) 3 Hourly 3 10:00 11:00 Sunday Saturday (all) 17 Breakfast 8:00 10:30 Monday Friday 18 Lunch 10:30 4:00 Monday Friday 19 Dinner 4:00 11:00 Monday Friday 31 Early Bird 3:00 4:30 Monday Thursday 33 Brunch 10:30 1:30 Sunday If you use Time Periods to track sales by the hour, the records in the Time Period form would be linked to records 1-3 in the Periods table. Refer to "Using Time Periods Form" on page If you use Serving Periods to track sales activity, the records in the Serving Period form would be linked to records in the Periods table. Refer to "Understanding Serving Periods" on page If your system is programmed to automatically change menu levels from the default to Early Bird between 4:00-6:00 on four days a week, and to change from the default to the Brunch special between 10:30 and 1:30 on Sundays, then the menu level records for these two items (Early Bird and Brunch) would be linked to records 31 and 33, respectively, in the Periods table. MICROS Manager's BOH EDM Handbook

161 Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. Creating a New Period 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Periods form. Figure 2-110: Select Periods Form 2. Click drop-down arrow in Find by name field to select the category to edit, for example, Local Periods. Only records 1001 through 1011 titled "Local Periods" can be used to add new periods. All other periods are predefined and read-only. 3. Click icon in the Name field. The Location Values dialog displays. MICROS Manager's BOH EDM Handbook

162 Figure 2-111: Periods Name Selection Dialog Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Type a name for the new period, and click OK button to close the dialog. 5. Click icon in the Start Time field. The Location Values dialog displays. Figure 2-112: Sample Start and End Times Location Values Dialog 6. Type the starting time for the new period using Military time, and click OK button. Data collection for the period begins at the specified time. This is a required field. Every period must have a start time specified. MICROS Manager's BOH EDM Handbook

163 7. Click icon in the End Time field The Location Values dialog displays. 8. Type the ending time for the new period using Military time, and click OK button. Data collection for the period ends at the specified time. This is a required field. Every period must have an end time specified. 9. To designate the new period as a serving period, click the Serving Period check box. The Location Values dialog displays. 10. Click the drop-down arrow to select Yes (enable) or No (disable), and click OK button. A Serving Period is an arbitrary time span used by management to track and report sales activity. Once enabled, all checks are reported as part of the active serving period until that period is changed. Note: Serving Periods are an optional feature. However, once enabled, a serving period must always be active. When enabled, the days of the week options are disabled because the serving period prevails. Refer to "Understanding Serving Periods" on page To select the week days that the new period is active or inactive, click the desired week day check box. The Location Values dialog displays. 12. Click the drop-down arrow to select Yes (active) or No (inactive), and click OK button. This is a required field. Every period must have active days specified. 13. After all changes are made, click the X in the tab name to SAVE your changes. 14. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

164 Using Time Periods Form Time Period Sales reports can be generated for a specific revenue center, or for the entire restaurant. These reports show how effectively revenues were generated during a specific time period. They include operational statistics such as the average turn time and average amount per table to help gauge the efficiency. The Time Periods link is used to generate Time Period Sales reports that track sales activity during the specific time spans. To analyze the flow of sales over time, time periods may be of varying length and may overlap. For example, sales made between 3:00 p.m. and 6:00 p.m. might be included in two time period reports early birds hour (3:00 p.m. to 6:00 p.m.) and dinner (5:00 p.m. to 11:00 p.m.). Longer time periods may be used to analyze shifts. Short time periods may be defined to predict peak work load or peak demand times in order to develop employee work schedules or to better schedule kitchen activity. Comparing time period reports over a period of weeks or months can help to analyze trends and link sales to external factors such as the influence of the weather or of holidays. Because time periods can overlap, these reports are generally not used to balance cash drawers or banks. They provide sales and labor information that can be used to spot trends, and to make informed decisions about labor scheduling or food preparation. Example A restaurant manager wants to see when the most Prime Ribs are served on Friday night. This way, the chef will know how many racks to prepare and when to start baking. They set up a tracking group to track the Prime Rib entree. To accommodate both needs, time periods are programmed for every hour and for the whole shift as follows: 6 to 7 p.m. 7 to 8 p.m. 8 to 9 p.m. 9 to 10 p.m. 6 to 10 p.m. Note: This form contains some standard IHOP configuration settings that cannot be changed. If you believe a field should be modified, contact the dineequity Help Desk for assistance. MICROS Manager's BOH EDM Handbook

165 Creating a New Time Period 1. Refer to "Using POS Editor to Create a New Transaction" on page 2-4 for the steps to perform before editing the Time Periods form. Figure 2-113: Select Time Periods Form 2. Click drop-down arrow in Find by number field to select the category to edit, for example, Local Time Periods. Only records 1001 through 1011 titled "Local Time Periods" can be used to add new time periods. All other time periods are predefined and read-only. 3. Click icon in the Name field. The Location Values dialog displays. Figure 2-114: Name New Time Period Dialog MICROS Manager's BOH EDM Handbook

166 Note: If more than one restaurant location was added to the Selected Sites pane, the Location Values dialog lists the settings of every location. When you change a value, that change is applied to every restaurant location included in the transaction package. To identify the location(s) is using the highlighted value, click to select the value, and click the Locations button. The Locations dialog is view-only. Refer to "Tips Editing Fields with Multiple Locations" on page 1-26 and "Editing Forms for Multiple Locations" on page 1-24 for additional information. 4. Type a name for the new time period, and click OK button to close the dialog. 5. Click icon in the Period field. The Location Values dialog displays. Figure 2-115: Select Period for Time Period Dialog 6. Click the drop-down arrow to select a timeframe to assign to the new time period, and click OK button. 7. The Periods button selects the Periods form link and displays the Transaction Package Detail screen. Refer to "Using Periods Form" on page After all changes are made, click the X in the tab name to SAVE your changes. 9. Click Yes button to commit your changes to the selected location(s) immediately, or No to close the Transaction Package and leave it available to add additional changes before committing. Note: EDM edits and/or updates stored in transaction packages can be committed to one or more locations immediately. If packages are not committed immediately, they remain in the Packages screen until you click the Commit Selected Transactions link. Refer to "Commit Selected Packages" on page 3-5 and "Apply EDM Transactions to a Restaurant Database" on page 3-8 to commit your saved transactions. MICROS Manager's BOH EDM Handbook

167 3. Using Transactions Icon EDM groups your edits or updates to database forms into transaction packages. Transaction packages contain updates for a single form or multiple forms in one or more package. Transaction packages are processed or sent to your restaurant database using the Transactions icon. The updates or edits become active in the database based upon the package's Effective Date and Time, and if specified, will end on the selected Termination Date and Time. The EDM Transactions icon is used to manage transactions and generate Transaction Reports. You can also manage remote PCs by sending and receiving files between computer systems. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Transactions icon) to display a list of links in the left pane that are used to manage transactions and generate Transaction Reports. Figure 3-1: EDM Transactions Icon and Links 3. Click the link for the type of transaction processing you wish to make, for example: Process Selected Transactions link: Used to process transaction packages that have been received from the restaurant's server. Once the status is updated, you can generate a Transaction Report to review the disposition of your packages, for example, Open, Closed, Pending. Refer to "Process Selected Transactions" on page 3-2. Commit Selected Packages link: Used to commit only the selected packages to the database. Refer to "Commit Selected Packages" on page 3-5. Run Transaction Report link: Used to generate a report on the status of all your transaction packages, for example, Open, Closed, Pending. Refer to "Run Transaction Report" on page MICROS Manager's BOH EDM Handbook Using Transactions Icon

168 Process Selected Transactions The Process Selected Transactions link is used to process transaction packages. When you click the link, the EDM system reads the transaction packages that have been received from the restaurant(s). These packages contain the status of transactions processed or data that had been requested from the restaurant. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Transactions icon) to display a list of links in the left pane that are used to manage transactions and generate Transaction Reports. 3. Click Process Selected Transactions link. Figure 3-2: Select Locations and Dates 4. Click to select the site(s) in the left pane, and click right arrow button to move the site(s) to the right pane. Click OK button to continue. MICROS Manager's BOH EDM Handbook Using Transactions Icon

169 Figure 3-3: Selected Transactions Processing 5. When the status of all transactions have been reviewed and updated, the Confirmation dialog displays. Click OK button to close the dialog. Refer to "Run Transaction Report" on page MICROS Manager's BOH EDM Handbook Using Transactions Icon

170 Transaction Processing Messages When you click the Process Selected Transactions link and there are no transaction packages to process, EDM displays the message, "No transactions are currently pending for this site". In this example, no transaction packages were received or processed. This indicates that you should review your package or packages to ensure that they are correct. Figure 3-4: Transaction Processing Messages The Server job: Transaction Processing dialog displays after processing packages and provides the status of the transactions that were received, updated, processed, and are still pending. MICROS Manager's BOH EDM Handbook Using Transactions Icon

171 Commit Selected Packages The Commit Selected Packages link is used to commit the selected unprocessed transaction package(s) to be transferred to the restaurant(s). This process is used when the Commit Open Packages prompt does not appear, or when No was selected at the Commit Open Packages prompt. The changes that are processed then take effect based on the selected Effective From date and time. Note: The Autosequences and Reporting utility must be used to commit changes to your database IMMEDIATELY. Refer to "Apply EDM Transactions to a Restaurant Database" on page Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Transactions icon) to display a list of links in the left pane that are used to manage transactions and generate Transaction Reports. 3. Click Commit Selected Packages link under the Processing group. The Select Package(s) dialog displays. Figure 3-5: Select Package(s) 4. Click to highlight packages to commit, and click OK button, or doubleclick on the selected package MICROS Manager's BOH EDM Handbook Using Transactions Icon

172 Figure 3-6: Select Locations to Commit Packages 5. Click to highlight location(s) to commit, and click OK button. Doubleclicking on a location only commits to that location, not all locations listed. The Package Review dialog displays. Figure 3-7: Package Review MICROS Manager's BOH EDM Handbook Using Transactions Icon

173 6. Confirm Effective Date and Time, Termination Date and Time (if applicable), and click OK button. Figure 3-8: Transactions Committing to Locations Note: The Autosequences and Reporting utility must be used to apply (or commit) changes to the database IMMEDIATELY. Refer to "Apply EDM Transactions to a Restaurant Database" on page 3-8. MICROS Manager's BOH EDM Handbook Using Transactions Icon

174 Apply EDM Transactions to a Restaurant Database After the Commit Selected Packages process has completed, the files that deploy to the restaurant are created and are waiting for the communication process to be initiated at the restaurant level. The Restaurant s Back of House Server is programmed to automatically communicate with EDM Central Server at 3:35 am and at 5:35 am local time. Any committed transaction packages will be processed at those times. To manually receive and process committed transaction packages follow the steps below on the Restaurant s Back of House Server using the Autosequences and Reports utility program. Changes will NOT be applied to your database if the Effective Date and Time is in the future. For example, if the update must be active at 6 am, the Effective Date and Time for the transaction package must be PRIOR to running the Autosequences and Reports utility. In this example, you would run the EDM Process Transactions button at 6:01 am or after. Note: If multiple locations are selected when a package is created, the manager at each location must log into Autosequences and Reports utility and apply the update to the database immediately. 1. Double-click (Autosequences & Reports icon) on desktop, and log in. 2. Click Next button to locate the EDM Process Transactions button. Figure 3-9: MICROS Autosequences and Reports MICROS Manager's BOH EDM Handbook Using Transactions Icon

175 3. Click EDM Process Transactions button to apply the change to the database. Figure 3-10: EDM Starts Processing Transactions Note: The EDM Process Transactions button applies the package updates with an Effective Date and Time that is in the PAST. Packages with future Effective Dates and Times will NOT be applied to your database. Figure 3-11: Transaction Processing 4. EDM applies all package updates to your database containing an Effective Date and Time that is in the past. MICROS Manager's BOH EDM Handbook Using Transactions Icon

176 Figure 3-12: Transaction Processing Completed, Update Applied to Database 5. Updates have been applied to your database. Click the Continue button to close the dialog. 6. Open the MICROS POS System to verify that your change is active in the database. MICROS Manager's BOH EDM Handbook Using Transactions Icon

177 Run Transaction Report The Run Transaction Report link is used to create a report on the status of all your transaction packages, for example, Open, Closed, Pending. The Transaction Report link enables you to customize the types of information you want to review. You can select a date range, packages created, sites where packages were transmitted to, types of transactions, types of tables, and the various transaction package statuses. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Transactions icon) to display a list of links in the left pane that are used to manage transactions and generate Transaction Reports. 3. Click Run Transaction Report link. Figure 3-13: Transaction Report Main Screen MICROS Manager's BOH EDM Handbook Using Transactions Icon

178 4. Select Report Dates to Include: When you click the blue Transaction Date link, you can select a single date, a date range, or all dates to include in the Transaction Report. Click the OK button to continue. Figure 3-14: Select Report Dates to Include MICROS Manager's BOH EDM Handbook Using Transactions Icon

179 5. Select Packages to Include: When you click the blue Packages link, you can select a single package, a range of packages, or all packages to include in the Transaction Report. Click the OK button to continue. Figure 3-15: Select Packages to Include MICROS Manager's BOH EDM Handbook Using Transactions Icon

180 6. Select Sites to Include: When you click the blue Sites link, you can select a single site, or if you are responsible for more than one restaurant location, you can select multiple sites to include in the Transaction Report. Click the OK button to continue. Figure 3-16: Select Sites to Include MICROS Manager's BOH EDM Handbook Using Transactions Icon

181 7. Select Transaction Types to Include: When you click the blue Types link, you can select the types of table updates or edits as well as errors to include in the Transaction Report. Click the OK button to continue. Figure 3-17: Select Transaction Types to Include MICROS Manager's BOH EDM Handbook Using Transactions Icon

182 8. Select Tables to Include: When you click the blue Tables link, you can select the types of tables to include in the Transaction Report. For example, you may only want to include menu item updates in the report. In that case, you would click on each row that contains a menu item change. Click the OK button to continue. Figure 3-18: Select Tables to Include MICROS Manager's BOH EDM Handbook Using Transactions Icon

183 9. Select Transaction Status Types to Include: When you click the blue Status link, you can select an individual status, several different statuses, or all status types to include in the Transaction Report. For example, you may want to review all open transaction packages. In that case, you would select the Open status. Click the OK button to continue. Figure 3-19: Select Transaction Status Types to Include MICROS Manager's BOH EDM Handbook Using Transactions Icon

184 10. Sample Transaction Report, Main Package Topics Expanded: The Transaction Report displays on screen. To view all report details, click the blue Expand All link in the top left of the report screen. Figure 3-20: Sample Transaction Report, Main Package Topics Expanded 11. Collapse All Report Package Topics: To view only package names, click the blue Collapse All link in the top left of the report screen. Figure 3-21: Collapse All Report Package Topics 12. Expand Individual Package Information: To view details on a particular package, click the plus sign (+) link next to the Package, Site, Date, and MICROS Manager's BOH EDM Handbook Using Transactions Icon

185 Row to expand only those items. In this example, we clicked the plus sign next to the: package name Package: Update Charge for Delivery, then Site location, then package Date, and then the second Update Row to expand those titles. Figure 3-22: Expand Individual Package Information MICROS Manager's BOH EDM Handbook Using Transactions Icon

186 13. Review Table Changes: After expanding those titles, we used the vertical scroll bar on the right of the screen to view the row containing the delivery charge amount. Figure 3-23: Review Table Changes 14. Transaction Reports can be saved using the File menu, and Save As command. 15. You can also print the report using the Print icon on your Explorer toolbar. MICROS Manager's BOH EDM Handbook Using Transactions Icon

187 4. Using Sites Icon When a site is offline, for example, a tornado in Joplin, MO temporarily closes the restaurant, you can mark that store as "Ignored" in the Sites table and eliminate the error messages that indicate the offline status. The Sites icon is used to display all transactions for the sites that you are responsible for maintaining. Site Manager displays the list of restaurant sites by the assigned number and indicates the status of transactions communicated to the restaurants, and monitors errors in the transactions and transfer processes. If you are responsible for more than one store, all stores within your access level display. If you are responsible for one store, only that store displays. Important Note: The Setup Site Manager is used by corporate or franchise system administrators. No changes are allowed by other users. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Sites icon). Figure 4-1: EDM Sites Main Screen 3. Click on the site to view information relevant only to that site. MICROS Manager's BOH EDM Handbook Using Sites Icon

188 Figure 4-2: Site Specific Transactions 4. Click to select option to review or update: Refer to "Setup Site Manager" on page 4-3, or Refer to "View Transaction Status" on page 4-5, or Refer to "Show All Background Jobs" on page MICROS Manager's BOH EDM Handbook Using Sites Icon

189 Setup Site Manager The Setup Site Manager button is used to customize the information displayed on the main EDM screen. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Sites icon). 3. Click on the site to view information relevant only to that site. 4. Click Setup Site Manager button. Figure 4-3: Setup Site Manager Selection 5. Click in field to make your changes: Days of transaction status to show: Indicates the number of days to include in the number of successful and failed transactions on the main Site Manager screen. Expected hours between transaction responses: Indicates the number of hours between the time the transaction is committed to the database and a response is received. Days of polling status to show: Indicates the number of days between the time data is collected from individual stores and transmitted to the central database. This feature is currently not active. Folder for unzipped poll files: Indicates default folder in which to store unzipped polling files. It is strongly recommended that no changes be made to this setting. MICROS Manager's BOH EDM Handbook Using Sites Icon

190 Folder for importing poll files: Indicates default folder in which to store importing polling files. It is strongly recommended that no changes be made to this setting. 6. Click OK button to save and close. MICROS Manager's BOH EDM Handbook Using Sites Icon

191 View Transaction Status The View Transaction Status button is used to view information about transactions that have been sent to the restaurants. This form contains three tabs: Transaction Viewer tab displays the sites that have errors, warnings, and sites that do not report transaction success within the default timeframe; Transaction Summary tab displays an overall view of the system; and Ignore List Maintenance tab allows you to select the sites which need to report transaction statistics. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Sites icon). 3. Click View Transaction Status button. Figure 4-4: Transaction Status Viewer Sites Have Errors pane: Indicates sites where a transaction did not successfully apply to the database. For the most part, these types of errors are usually fixed through your Help Desk. Click on a location to review site-specific information. Sites late in responding pane: Indicates sites late in responding. This lists locations that had a transaction package committed over 24 hours (default setting) earlier, but has not been processed. Click on a location to review site-specific information. Sites Are Ignored pane: Indicates sites that were selected to be ignored or were taken offline. Errors and warning messages do not display in the Transaction Status Viewer when a site is listed in the MICROS Manager's BOH EDM Handbook Using Sites Icon

192 Sites Are Ignored pane. Click on a location to review site-specific information. Transaction Summary tab: Indicates a graphical view of sites with and without errors. Refer to "Transaction Summary Tab" on page 4-8. Ignore List Maintenance tab: Indicates a store is offline but the site connection needs to be maintained. To eliminate error messages from displaying while a site is offline, select the site, and click the Ignore This Site button. Refer to "Ignore List Maintenance Tab" on page Click to select a site to review details in the Sites Have Errors, Sites late in responding, or Sites Are Ignored pane. Figure 4-5: Selected Site-Specific Details Transaction ID: Indicates the database ID assigned to each individual transaction. Status Date: Indicates the date that the status was set. Type: Indicates the type of transaction that is being shown, such as a transaction to "Update Row" indicating the change was made to the Information Screens form. Table: Indicates the table that the transaction was being added to. 5. Click on Transaction ID row to view details in the Site Details pane. From Location: Indicates the origination point for the transaction. In this example, the "Update Row" was sent from site 0 - Headquarters. Date: Indicates the date the transaction was committed. Status Type: Indicates the current status of the transaction. MICROS Manager's BOH EDM Handbook Using Sites Icon

193 Reason: Indicates technical information regarding the transaction and its progress, if available. Field: Indicates information on the field available on the transaction. 6. Contact your Help Desk to discuss the transaction details to determine a solution. Fixed buttons: Used to indicate that the selected record error was acknowledged and removes it from the Errors pane. Typically, the error is discussed with your local Help Desk for resolution, and then the record is marked as fixed. After the error is fixed, click Mark as Fixed button, or if the solution applies to all errors, click Set All to Fixed button. Ignore This Site button: Used to remove the site from the Errors pane and add it to the Sites Are Ignored pane. If an error cannot be fixed, for example, the restaurant location is offline, click Ignore This Site button. Set All to Not Fixed button: Used to indicate that the issue cannot be resolved at this time. Typically, the Help Desk will need to perform additional diagnostics or research to resolve the issue. 7. Click X button to return to the Main EDM Site screen. MICROS Manager's BOH EDM Handbook Using Sites Icon

194 Transaction Summary Tab The Transaction Summary tab in the Transaction Status Viewer displays a graphical representation of all transactions processed within the current default timeframe. The first chart details the sites and their statuses, then prints out a pie chart below displaying the number of sites that are Up-to-Date, the sites that have been listed to be ignored and not report transactions. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Sites icon). 3. Click Transaction Status Viewer button. 4. Click the Transaction Summary tab. Figure 4-6: Transaction Summary Graphical Representation 5. Click X button to return to the Main EDM Site screen. MICROS Manager's BOH EDM Handbook Using Sites Icon

195 Ignore List Maintenance Tab The Ignore List Maintenance tab is used to set a store to offline while the site connection is maintained. To prevent error messages from displaying while a site is offline, select the site, and click the Ignore This Site button. The Ignore List Maintenance tab provides an easy way for you to see which sites are listed to report transactions and which are not. The list on the left panel lists all of the sites that are reporting transactions to this form. The list on the right panel is the list of sites that are not. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Sites icon). 3. Click Transaction Status Viewer button. 4. Click the Ignore List Maintenance tab. Figure 4-7: Location Added to the Ignored Locations Pane Note: Locations listed in the All Locations (left) pane are monitored. Locations listed in the Ignored Locations (right) pane are NOT monitored. 5. Click on the location to ignore in the All Locations (left) pane, click Add button to move the location to the Ignored Locations (right) pane. 6. Click Save Locations button to save your changes. MICROS Manager's BOH EDM Handbook Using Sites Icon

196 Note: When an ignored location is ready to be monitored again, click the location in the Ignored Locations (right) pane, and click the Remove button to move it to the All Locations (left) pane. 7. Click X button to return to the Main EDM Site screen. MICROS Manager's BOH EDM Handbook Using Sites Icon

197 Show All Background Jobs The Show All Background Jobs button is used to review transactions that are actively working. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Sites icon). 3. Click Show All Background Jobs button. Figure 4-8: Show All Background Jobs 4. Click X button to return to the Main EDM Site screen. MICROS Manager's BOH EDM Handbook Using Sites Icon

198 5. Using Setup Icon A system or franchise administrator can assign roles to other users that they themselves have site access. Other EDM administrators must have the Franchise Principal, Store Manager, and all Site roles needed in order to add a new user and assign the role of Store Manager. The Setup icon is used to change your login password, and to add or update EDM users and his/her role(s) and responsible site(s) or location(s). 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Setup icon) to display the list of available links in the left pane. Figure 5-1: EDM Setup Icon and Links 3. Click the link for the type of update you wish to make, for example, click: Change Password link: Used to change your password. Refer to "Changing Password" on page 5-2. Edit Users link: Used to add, update, or remove user s access to EDM and his/her password. Refer to "Adding User s Roles and Managing Responsibilities" on page 5-4. MICROS Manager's BOH EDM Handbook Using Setup Icon

199 Changing Password A system or franchise administrator sets up user access to EDM. Once you have been assigned a user name and password, you can log into EDM and change your password. The EDM Setup icon is used to change your login password. You cannot change your assigned log in user name. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Setup icon), and Users link in the left pane. Figure 5-2: EDM Setup Users Screen 3. Click Change Password link in the left pane. Figure 5-3: EDM Setup Main Screen MICROS Manager's BOH EDM Handbook Using Setup Icon

200 4. Click in Old Password field, and type old password. 5. Click in New Password field, and type new password. 6. Click in Confirm New Password field, and type new password again. 7. Click OK button to save and close. MICROS Manager's BOH EDM Handbook Using Setup Icon

201 Adding User s Roles and Managing Responsibilities The restaurant data that a user can edit is determined by the Site Role each restaurant has its own role that can be assigned to those users authorized to make database changes for the selected restaurant site(s). The Edit Users link is used to add individual users to EDM and to assign roles for updating data in the database. Every primary franchise contact is assigned the Franchise Principal role. As the Franchise Principal, you can create and manage EDM users within the franchise and individual restaurants. You can assign the Franchise Principal role to other users, providing others in your organization the same rights; or assign the Store Manager roles to allow restaurant managers to edit his/her assigned restaurant configurations. Understanding Roles The Franchise Principal role is used to access and edit all of the forms using the POS Editor icon, process or commit packages using the Transaction icon, and review and manage sites using the Site icon, and change password and edit users using the Setup icon. The Edit Users permission role can be assigned to another user by assigning him/her the Franchise Principal role. As the primary administrator, he/she can create other administrators to manage the users of a franchise group. Note: An administrator can only assign roles to other users that they themselves have; so other administrators must have the Franchise Principal, Store Manager, and all Site roles needed in order to assign the role of Store Manager to other users. The Store Manager role allows the user to have all of the above permissions except the ability to create and edit other user roles. Store managers can update most database configurations and commit those changes to the restaurant sites or locations assigned to him/her. The Store Manager role cannot add or create new users. The Site <store number> role determines which restaurant(s) data the user can edit. A user can have more than one restaurant site or location assigned to him/her. When more than one restaurant is assigned to a user, a single form change or update can be sent to multiple locations at the same time. Refer to "Editing Forms for Multiple Locations on page 1-24 or information on how to add multiple locations to a transaction package. MICROS Manager's BOH EDM Handbook Using Setup Icon

202 Adding a New User The New button on the Users form is used by the franchise administrator to add new users, edit or view current users and the role(s) assigned, or remove users from EDM. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Setup icon), and Users link in the left pane. Figure 5-4: EDM Setup Users Screen 3. Click Edit Users link in the left pane to display the Users form. This form lists the initial franchise administrator and all users assigned to edit or update EDM for an individual restaurant location or multiple sites within the franchise group. MICROS Manager's BOH EDM Handbook Using Setup Icon

203 4. Click on button to display the User Edit form. Figure 5-5: EDM Setup Edit Users, New Screen 5. Complete the fields for User ID, Name, Password, and Confirm Password. Figure 5-6: EDM Setup Edit Users, New Screen Completed MICROS Manager's BOH EDM Handbook Using Setup Icon

204 Note: Provide a generic password for the new user to change when they log in. Refer to Changing Password on page Click to select the role or roles and sites to assign to the new user account. Notes: A user must be assigned either the Franchise Principal, Store Manager, or both roles. They must also be assigned at least one of the available Site <store number> roles. To assign multiple rows to a user, click the first role, then press and hold the Ctrl key and click on the remaining roles and sites. The Shift key function also works to select inclusive rows. The highlighted roles and site(s) are assigned to the new user. 7. Click OK button to save and exit. The User form displays the new user's account and the role or roles assigned. Figure 5-7: EDM Setup Edit Users, New User Accounts 8. Click Close button to save your changes and close the form. MICROS Manager's BOH EDM Handbook Using Setup Icon

205 Editing a User Account The View/Change button is used to review or edit a user's assigned role and sites. 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Setup icon), and Users link in the left pane. 3. Click Edit Users link in the left pane to display the Users form. This form lists the initial franchise administrator and all users assigned to edit or update EDM for an individual restaurant location or multiple sites within the franchise group. Figure 5-8: EDM Setup, Edit Users Menu 4. Click to select the user account, and button to display the User Edit form. You can also double-click on the user account name to display the User Edit form. MICROS Manager's BOH EDM Handbook Using Setup Icon

206 Figure 5-9: EDM Setup Edit Users, View/Change Screen 5. Click to select the role or roles and sites to assign to the selected user account. MICROS Manager's BOH EDM Handbook Using Setup Icon

207 Notes: A user must be assigned either the Franchise Principal, Store Manager, or both roles. They must also be assigned at least one of the available Site <store number> roles. To assign multiple rows to a user, click the first role, then press and hold the Ctrl key and click on the remaining roles and sites. The Shift key function also works to select inclusive rows. The highlighted roles and site(s) are assigned to the new user. Figure 5-10: EDM Setup Edit Users, View/Change Screen 6. Click OK button to save changes and close the form. MICROS Manager's BOH EDM Handbook Using Setup Icon

208 Removing a User Account 1. Double-click (Connect to EDM icon) on desktop, and log in. 2. Click (Setup icon), and Users link in the left pane. 3. Click Edit Users link in the left pane to display the Users form. This form lists the initial franchise administrator and all users assigned to edit or update EDM for an individual restaurant location or multiple sites within the franchise group. Figure 5-11: EDM Setup, Edit Users Menu 4. Click to select the user account, and button to remove the user's access to EDM. The Delete Confirmation dialog displays. MICROS Manager's BOH EDM Handbook Using Setup Icon

209 Figure 5-12: Delete User Account Confirmation Message 5. Click Yes button to confirm the deletion of the account, or No button to cancel the delete account action. 6. Click Close button to save your changes and close the form. MICROS Manager's BOH EDM Handbook Using Setup Icon