Release Notes 11.26.25:

• On the cost breakdown section that can be found within the Miscellaneous Information entry window, we need the following:
  • Allow negative numerical values in the fields and this should be reflected in the following fields:
    • Selling Price

1. On the left side panel, go to Data Items

2. Click on Miscellaneous Items

3. Select Miscellaneous Item Management (Active Items Only)

4. Go to the Cost Breakdown section, in the Procurement Unit Cost and Selling Price, enter a negative value starting with (-):

2. Merging PDF files processing in Elecate:

• Add the "Merge, Split or Add content" for PDF processing in Elecate. 

1. On the left side panel, go to Sales & Marketing

2. Click on Event & Order Management

3. Select Event Management - All Status Types Included

4. Go to the Event Info Tab, click on the Event Files section, upload the PDF files, next put a check mark on the event that you want to merge, from the Add File drop-down, click on Merge: 

3. Recalculating Financials run after event Save and skip it on tab switch if no changes, so that system performance is optimized (As a Salesperson):

AC 1:
Given a Salesperson,
when they want to Print their financial report (invoices)
then they should not need to go to the Financials tab or press the Recalculate Financials button

AC 2:
Given a Salesperson,
when they have not made changes in order items
then when they navigate to the Financials table should not load and take user time

1. On the left side panel, go to Sales & Marketing

2. Click on Event & Order Management

3. Select Event Management - All Status Types Included

4. Open an existing event, add items to the event, click on save, in the reports field, select a report and check the Total amount of the event, next check if the total amount is matching with the information that we have on the Financial Tab:

4. Recalculating Financials run after copying an event so that system performance is optimized (As a Salesperson):

Given a Salesperson:

When they want to copy an event and some or all departments, then they see the financial tab and all totals must be accurate.

1. On the left side panel, go to Sales & Marketing

2. Click on Event & Order Management

3. Select Event Management - All Status Types Included

4. Put a check on the event that you want to copy, from the Drop-down menu select Copy Event, before completing the copy, check in the Financial Tab the Total amount of the event, next process the copy, go to the Financial Tab in the copy event and review if the totals are matching. 

Original Event:

Copy Event:

 5. Activating my Jamix account in Empower, so that I can connect with Jamix:

• Given an Empower Administrator,
• when they want to connect to Jamix for the first time
• then they will have a prompted pop-up window to include their Jamix credentials

1. At the top of the screen, on the right side click on the Gear Icon

2. Click on Setup Client (Second Page)

3. At the bottom of the left side column, select Application Integration Set Up

6. Needing the DB team work on Purge Package Groups from Recipe and Beverage Menus:

• Removal of Package Groups

  • All package groups created under Recipes that are not valid (e.g., Buffet Package, Cocktail Party Package, Family Style Package, Holiday Package, Plated Package, Station Package, Theme Package, Wedding Package) are purged from both Recipe and Beverage group menus.

• Menu Validation

  • After removal, Recipe and Beverage menus show only the correct group categories (e.g., Hors d’Oeuvres, Plated, Buffet, etc.).
  • No residual or empty group placeholders remain.

• System Behavior

  • Users cannot create new package groups in Recipes or Beverages if this functionality is not supported.
  • Any attempt to create such groups should be blocked or display an appropriate error message.

7. Applying New Stored Procedure to Filter Confirmed Events in CDL WPF Window:

• The WPF window for Pickup/Delivery Views must call the stored procedure:
  • usp_eventsPickupDeliveryViewsByDispatchDateRangeConfirmedOnly(@FromDate, @ToDate)
• The procedure should:
  • Filter events where status = 'C' (Confirmed only).
  • Return all required columns for event details, delivery, pickup, and driver assignments.
• The date range filter should apply to:
  • del_date, del_date2, or pickdate between @FromDate and @ToDate.
• The UI must:
  • Display updated results based on the new USP.
  • Exclude canceled events from the list.
• Validate that:
  • EquipmentDeliveryRange, FoodDeliveryRange, and PickupRange are correctly calculated and displayed.
• Ensure performance is optimized for large datasets.

8. Requesting a clean-up inventory data for items with Zero Inventory Value (As a Product Owner):

• Identify all rows in equcost where:
  • equ_inve = 0
  • Related equipment.track_inv = 1
• Update those rows to:
  • equ_inve = 1
• After cleanup, ensure:
  • equipment.equ_inve matches equcost.equ_inve.
• Validate that:
  • Approximately 3,469 rows are corrected.
  • No unintended rows are updated.

9. Enabling Ingredient Printing for Accurate Menu Packing Lists:

• The system should:
  • Start with all ingredients turned on for printing by default.
• Users must be able to:
  • Manually disable ingredients as needed during packing list creation.
• The packing list should:
  • Reflect only the active ingredients for each menu item.
• Validate that:
  • Printed lists are accurate and match the menu requirements.
  • No missing or extra ingredients appear after adjustments.
• Provide:
  • A clear UI option to toggle ingredient printing on/off.
  • Logging of changes for audit purposes.