mymicros.net Audit & Analysis
Contents
1. YEY Standard Standard Financial calenda The Quick Select control is a shortcut that lists frequently used dates such as A Week Ago Today Quick Select Past T Days A Week Aga Today Most Recent Full Day same Day Last Week same Day Last Year Same Date Last Year Audit amp Analysis User s Manual 8 mymicros net Enterprise Information Portal Click one or more dates in the calendar grid for specific dates The selected date is highlighted in green and that date displays in the Selection window Select a single day by clicking Select an entire week by clicking Select weekdays in a month by that date the arrow to the left of the row clicking the column heading S M T wIiT F s M T wi T F s Mi T wi T F 1 2 3 i 2 3 a 1 2 3 H 4 5 65 7 8 9 10 H 4 5 6 7 9 10 H 4 8 ej 7 a a 10 H 141 12 13 14 15 16 17 H 11 12 13 14 15 16 17 H 11 12 13 14 15 1617 15 15 20 21 22 23 24 H185 179 20 21 22 23 24 H 148 19 20 21 22 23 24 gt 25 26 27 28 29 30 t 25 26 27 28 29 30 t 25 26 27 28 29 30 Select an entire month by Click and drag the mouse to Select a group of unconnected clicking the month name select a date range dates by clicking each day while pressing the Ctrl key S M T wIiT F s Mi T wi T F s Mi T wI T F i REE gt 1 2 3 F 1 2 3 t 4 5 6 7 8 g 10 t 4 5 6 7 8 9 10 4 s z 3 8 10 t 412. Steve James oteve Louis Stevenson Steve Mlelville Stewe Twain Steve Waldo Emmerson Transaction Employee Meal Employee s emae _ Customer The Customer menu allows you to search against the customer data stored in mymicros net Not all query types support filtering by customer data Customer Card Mame Starts With POS Ref Contains First Mame Contains Last Mame Starts With Home Phone Contains Audit amp Analysis User s Manual 16 mymicros net Enterprise Information Portal Format The Format menu allows you to design the output of the query report and to select a file format Business Dates Locations Filters Publish Export As Select the file output type in which you want to display or save the report Output Type Default View html Adobe Acrobat i pdf C Comma Separated values Microsoft Excel xls Select location names if you want to use location specific names of menu items tender media discounts and service charges on the report Clear this option to use the names in the master definition table instead Selecting this option may increase the amount of time required to generate the report Clear the Show Detail selection to show only group totals on the report Use location names rather than master names D Show Detail M a Select the columns that you want included on your report For example if the seat numb
3. editions of this manual incorporate new and changed material since the previous edition Minor corrections and updates may be incorporated into reprints of the current edition without changing the publication date or the edition number Edition Month Year 1 March 2004 gng November 2004 3n November 2011 Audit amp Analysis User s Manual mymicros net Enterprise Information Portal Preface Who Are You This manual is intended for members of the hospitality staff a k a F amp B staff who are charged with retrieving specific information from the restaurant s enterprise database on mymicros net The manual is written for persons who are familiar with Restaurant industry concepts What is food cost POS concepts What is a major group POS database s MICROS 3700 8700 9700 e7 Simphony Your enterprise s database design How are our menu items organized Your enterprise s locations structure Which restaurants are included in each district Your enterprise s org chart Who are the district managers and what is their role mymicros net Can you launch an Employee Sales report and drill down What can be learned This manual contains the following information What is Audit amp Analysis How does it work Audit amp Analysis Concepts What are the basic tasks navigational elements etc How to How do select launch save and publish a query Audit amp Analysis User s Manual mymicros net Enterprise Informatio
4. provide a small search engine The example below shows the search engine for the Employees tab To search for a single employee or a group of employees take the following steps 1 Select Last Name First Name or Location from the first dropdown list 2 Select Contains Starts With or Equal To from the second dropdown list 3 Type a string of characters in the text field 4 If you want to add more search parameters select And or Or from the third dropdown list and click Add Repeat steps 1 through 4 until you have narrowed the search as much as necessary Click Find GN The sample search illustrated below returned employee John Smith from the Columbia store Audit amp Analysis User s Manual 10 mymicros net Enterprise Information Portal Location Name Contains llumbia AND Last Mame Starts With Smi AND First Mame Equal To John AND Location Mame Contains lumbta j ze Be Audit amp Analysis User s Manual 11 mymicros net Enterprise Information Portal Item Types The Item Types menu allows you to select specific discounts menu items service charges or tender media Tem Typos General Order Types Revenue Centers Workstation Day Parts Employee Tender Media Discount Menu Items pSenice Charge a creet war E eee eee Reference Info Starts With Diners Club Credit Card Starts With Sift Certificate If you select Menu Items a
5. transactions will not produce a useful result A query must be refined to show only those transactions that meet the following criteria You can refine the transaction search by any or all of the following criteria business date location and by specific transaction data For each query select the criteria that are relevant to your search Audit amp Analysis User s Manual mymicros net Enterprise Information Portal Business Dates The Business Dates menu allows you to select a single business date a date range or a collection of separate dates for this query just as you would for a report lt Business Dates Di The date selection for a query defaults to the previous day Use the calendar control to select a different date group of dates or date range The date selected for the query displays in the Selection window to the right Locations Fiters Format Publish Export As Transaction Detail View Standard Quick Select Most Recent Full Day Year Month z aN Dy En Dy K W i S A e AAE SMT a A E 2 3 1 2 3 4 5 6 7 1 SIMITA ITIE S gt 1 3 2 3 4 5 6 P 1 2 4 5 6 7 8 9 10 H 11 12 13 14 15 16 17 18 19 20 21 22 23 24 gt 25 26 27 28 29 30 31 SMEA S gt 1 b gt 2 3 4 5 6 7 8 H 9 10 11 12 13 14 15 gt 16 17 18 19 20 21 22 H 68 9 10 11 12 13 14 15 16 17 18 19 20 21 b 22 23 24 25 26 27
6. 1213 14 15 16 17 b 41 12 13 14 15 16 17 H 14 12 13 ia 15 16 ae gt 18 19 20 21 22 23 24 b 18 19 20 21 22 23 24 H 18 19 20 21 22 23 24 gt 25 26 27 28 29 30 H 25 26 27 28 29 30 gt 25 26 27 28 29 30 Locations The Locations menu allows you to confine your search to one or more locations within the enterprise Select Locations from the menu Business Dates gt Transaction Detail Select one or more specific locations or select all locations The locations you choose display in the Selection window Fiters Format Publish Export As All k Wike Rose se Remove Audit amp Analysis User s Manual mymicros net Enterprise Information Portal Filter The Filters menu allows you to further refine your query Select Filters from the menu 9 Business Dates Locations Ca Fiero e gt Transaction Detail The tabs that display at the top of the Filters menu differ depending on the type of query you are running The superset of tabs includes Format Publish Export As e Item Types e Day Parts e General e Employee e Order Types e Customer e Revenue Centers e Other e Workstation Searches Some tabs reference long lists of items in the database Search tools allow you to select a specific record or group of records On some tabs the tools are dropdown controls that select parameters such as Starts With Equal To or Contains Some tabs
7. 26 29 SMT we RES gt 1 2 3 4 5 6 7 8 9 10 11 12 13 1415 16 17 18 19 gt 20 21 22 23 24 25 26 gt 7 8 9 10 11 12 13 14 15 16 17 18 19 20 gt 21 22 23 24 25 26 27 28 29 30 31 SMT we Te ES b 1 2 3 gt 4 5 6 7 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 gt 4 5 6 7 8 9 10 H 11 12 13 14 15 16 17 gt 18 19 20 21 22 23 24 gt 25 26 27 28 29 30 SR E b 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 26 gt gt Clearselection 23 24 25 26 27 26 29 gt 30 31 gt 27 28 29 30 gt 25 26 27 28 29 30 31 gt 29 30 31 SiIM T WIT IFS S M TIWIi T F IS SiM T W T FIS Sa ae ols 1 2 3 4 gt 1 2 gt 1 2 3 4 5 e i 2 3 4 gt 5 e 7 8 9 10 11 3 4 5 e 7 a 9 7 8 9 10 11 12 13 gt 5 6 7 8 9 10 11 12 13 14 15 16 17 18 10 11 12 13 14 15 16 14 15 16 17 18 19 20 12 13 14 15 16 17 18 gt 19 20 21 22 23 24 25 17 18 19 20 21 22 23 gt 21 22 23 24 25 26 27 19 20 21 22 23 24 25 26 27 28 29 30 b 24 25 26 27 28 29 30 gt 28 29 30 26 27 28 29 30 31 31 If your organization has created a separate financial calendar to match your fiscal year you can select that financial calendar in View
8. 74 i Day Parts All Check Transaction Transaction Line Line Total Number Date Time Count 5001 12 30 2003 11 29AM 1 1 50 5001 12 30 2003 11 29AM 1 1 50 5001 12 30 2003 11 29AM 1 1 50 11 29 AM 1 5 49 i 4 re ae 4 4 1 of 4 gt bE 85x11in The results display online If you selected CSV pdf or xls as the output type you may save the results of this query Audit amp Analysis User s Manual 18 mymicros net Enterprise Information Portal Save and Publish After you have successfully run a query you may save the query for future use Note This 1s not the same as saving the results Enter a name and description for the query and select By Role or By User for the recipients If you select By Role a list of roles in your enterprise displays Name oid svc Chg Description Voids of service charges Publish To Prompted Filters By Role C By User Business Analyst Enterprise Manager General Manager Managers ays Admin If you select By User selection criteria display that allow you to select a list of users Name Void svc Chg Description Vaids of service charges Publish To Prompted Fitters First Name Starts With Steve AND C By Role Please Select Role SAE ee FirstName Last Mare Steve Louis Stevenson Steve Allen Poe steve Crane steve David Thoreau steve Dickens ten Heaadhoareo Audit amp Analysis User s Manual 19 mymicros n
9. ation Portal Day Parts The Day Parts menu allows you to select specific day parts as defined in the mymicros net enterprise All t Lunch t Dinner Closed lt lt Remove Dinner You may also select specific times of day In the example shown the first 15 minutes of a three hour period is selected Audit amp Analysis User s Manual 15 mymicros net Enterprise Information Portal Employee Guest check transactions that post to the mymicros net data warehouse include the names of the employees who performed specific actions on those checks Refine your query by searching on these names to return one or more employees When the Selection window includes the names of the employees needed select a role window and click the arrow keys to copy the employee name to that role window In the example below the search tool was used to return all employees whose First Name was Equal To Steve Specific employees were then copied to the Check Employee and Authorizing Employee roles The resulting filter will return all transactions that were begun by Mr Stevenson and that include an authorization by Mr Emmerson Employee Please Select Starts With AND Location Name First Mame Last Name Authorizing Employee s Steve Louis Stevenson Steve Waldo Emmerson Steve Allen Poe Steve Crane steve David Thoreau oteve Dickens Steve Hawthorne steve Hope steve Irving
10. aximum row count of 2 000 records Please change your parameter selections and run the report again Use the filtering menus to further refine your search and select Run again The result set will display in the file format you selected http testorcl mymicros net ta taRunAction do method p Check Detail File Edit view Insert Format Tools Data GoTo Favorit Check Employee Check Number Transaction Date Transaction Time Line Total 5001 12 30 2003 11 54 AM 24 26 Adil Sljivar Check Transaction Transaction Check 5001 12 30 2003 11 29 AM Adil Sljivar Number Date Time Line Total Employee 5001 12 30 2003 11 29 AM 3 29 Adil Sljivar 5001 12 30 2003 11 29 AM 5 49 Adil Sljivar 5001 12 90 2003 11 544 TOA TC baie Dann 5001 12 30 2003 11 29 AM 5 49 Adil Sljivar 5001 12 80 2003 11 2 aut 12 30 2003 11 29 AM 5 49 Adil Sljivar 5001 12 30 2003 11 2 5001 12 30 2003 11 2 5001 12 30 2003 11 2 5002 12 30 2003 12 06 5002 12 30 2003 12 06 5002 12 30 2003 11 37 002 12 30 2003 11 37 5002 12 30 2003 11 37 5001 12 30 2003 11 29 AM 1 50 Adil Sljivar 5001 12 30 2003 11 29 AM 1 50 Adil Sljivar 5001 12 30 2003 11 29 AM 1 50 Adil Sljivar 5002 12 30 2003 12 06 PM 4 91 Adil Sljivar 5002 12 30 2003 12 06 PM 20 00 Adil Sljivar Check Detail Business Dates 12 30 2003 Menu Items All i Order Types All 5002 12 30 2003 LET D Locations London 5002 12 30 2003 11 37 K Revenue Centers All ann ANANN 11 3
11. er is not important to you you may deselect this and the report will not include a seat number column You may also group sort and sum some of the columns This example shows some column selections for a Check Detail query Other queries may include more or fewer columns Name Group Sort Function Location Iw M Ascending Revenue Center Iw M Ascending Order Type Iw M Ascending workstation M Ascending Check Number M Ascending Business Date gt gt Transaction Date lt lt Transaction Time seat Number Price Level tem Mame Line Count W Sum lina Tatal Ea Cen d aaa aaa aaa Audit amp Analysis User s Manual 17 mymicros net Enterprise Information Portal Run When you have finished filtering the query select Run from the menu to generate the report Business Dates Locations Filters gt Cancel Format Publish Export As Transaction Detail If you have defined your query too broadly not filtered enough the result set may be too large Audit amp Analysis imposes a size limitation Queries that return more than 2 000 records will fail and generate the following error message E http testorcl oymicros net ta taRunaction do method previewReport amp columnsSize 2 f amp kselected com Microsoft In File Edit View Favorites Tools Help Too much information requested Query checkdetailquery in report CheckDetail returned too much data It exceeded the m
12. et Enterprise Information Portal If you would like the query to allow the user to set specific filters each time you may select those from the list Some filters may be set by default For example the system assumes that the user will not want to run the same query over and over for the same business date So the Business Dates selection is automatically checked Name Void Auth MRose Description Voids auth d by Mike Rosi Prompted Filters Name F Business Dates l of Check Total Click Save to save and publish this query for future use Export The Export As menu allows you to save reports that are launched in HTML format to one of the other report formats To save in Adobe Acrobat or Microsoft Excel format that application must be installed on your PC Business Dates Location Fiters Format Publish Export 4s gt Transaction Detail gt gt Adobe Acrobat pdf gt Comma Separated Walyes gt Micrasot Excel xls Return Audit amp Analysis User s Manual 20 mymicros net Enterprise Information Portal Launch a Published Query When you select A amp A the menu displays all standard queries that your System Administrator has assigned for you and other members of your role in the enterprise In addition the menu may list published queries that individual users have created and published for use by specific users or members of specific roles To launch a published quer
13. etail Create Mew Transaction Detail Query Transaction Summary Create New Transaction Summary Query Mon Check Transaction Create Mew Mon Check Transaction Query Authorization Create Mew Authorization Query Chris Jones gt Void Sve Chg Volds of Semice Charges Edit Delete Store Manager gt Void Sve Chg Voids of Semice Charges Edit Delete The menu displays three groups e Create New Queries New queries that you can create and launch Your system administrator may limit the items that display in this list for specific roles or users e Queries Published to Users Queries created and saved for future use and made available for your use e Queries Published by Roles Queries created and saved for future use and made available to all users in your role Published queries are described in Launch a Published Query on page 21 To launch a query select one from the Create New Queries menu O Audit amp Analysis User s Manual mymicros net Enterprise Information Portal Refine Your mymicros net enterprise database may contain thousands or perhaps millions of transaction records If you define your query in very broad terms the result may be an unmanageably large list of transaction data Audit amp Analysis will return a maximum of 2 000 records from any query Refining a query reduces the number of records that are returned to a specific transaction or group of transactions In other words a query to show all
14. le Business Analyst Enterprise Manager General Manager Managers mam Select the portlet privileges that members of this role should have for Audit amp Analysis Role Save Cancel For the Role Managers Portlet Audit amp Analysis Portlet Privileges Create Personal Queries Publish Queries Modify Delete All Queries Side Menu Tithe Sart Order View All User Personal Queries Hire M Audit amp Analysis User s Manual 22
15. micros micros ieSe ros net Enterprise Information Portal Audit amp Analysis A amp A User s Manual Copyright 2011 MICROS Systems Inc Columbia MD USA All Rights Reserved mymicros net Enterprise Information Portal Declarations Warranties Although the best efforts are made to ensure that the information in this manual 1s complete and correct MICROS Systems Inc makes no warranty of any kind with regard to this material including but not limited to the implied warranties of marketability and fitness for a particular purpose Information in this manual is subject to change without notice No part of this manual may be reproduced or transmitted in any form or by any means electronic or mechanical including photocopying recording or information recording and retrieval systems for any purpose other than for personal use without the express written permission of MICROS Systems Inc MICROS Systems Inc shall not be liable for errors contained herein or for incidental or consequential damages in connection with the furnishing performance or use of this manual Trademarks Adobe and Acrobat Reader are trademarks of Adobe Systems Inc Microsoft SQL Server Windows Visio 2000 are either registered trademarks or trademarks of Microsoft Corporation in the United States and or other countries Design amp Production This manual was written with Microsoft Word 2007 Printing History New
16. n Portal Table of Contents Before You BEIN cicada teeter What is Audit amp Analysis ccceccssssssstsseceeeeeeeeeeeeeees 5 Launch a New QuUeRY wcccescescoerocsieeeaeoneaneuneeaeeaneaeeeenee CHIC asr T 7 R E E S A AE A A AE E AAA AE A E A 10 FOU IMC eee eee a a in 17 PN A AIEE nate TP EEA T ARE E E E eae 18 Save ana PUBS Misser E A 19 EXON icstvcsereecaduatesenasavecsaaesastonlovelaless ese axesaedenteatonerencutees 20 Launch a Published Query iicssicasccseciiaveievianswiertasesiereeaweaneaanens Serec HONS oarra oA A O 21 FAIDE Een E T A 21 DEL PRIVIIEGES acien a aaa e aae Audit amp Analysis User s Manual mymicros net Enterprise Information Portal Before You Begin What is Audit amp Analysis The Audit amp Analysis A amp A application is an auditing tool that allows a user to search for exception information in the guest check detail stored in the mymicros net database This search is called a query A amp A allows users to e Create a query e Filter the query using a broad selection of parameters e Design the layout of the data returned e View the results online or save to a variety of file formats e Publish save the saved query for future use by users or groups Audit amp Analysis User s Manual mymicros net Enterprise Information Portal Launch a New Query Select A amp A from the mymicros net side menu Audit amp Analysis The A amp A menu displays Transaction D
17. s the Item Type you may select By Group or By Menu Item If you select By Group you may specify Major Groups Family Groups or Menu Item Categories tem Types General Order Types Revenue Centers Workstation Day Parts Employee Menu tems lt lt Remove lt lt Remove All Beer If you select By Menu Item you may select by Major Group or Family Group You may do a string search partial search on a menu item Name or the menu item number from the POS tem Types General Order Types Revenue Centers Workstation Day Parts Employee Menu tems Import Draft GUINESS DRAFT GUINESS DRAFT PT lt lt Remove lt lt Remove Audit amp Analysis User s Manual 12 mymicros net Enterprise Information Portal General The General menu allows you to refine the query by additional transaction data The selections on this menu differ depending on the type of query selected Selections that display on the General menu for a Transaction Detail query Check Number Between s034 e111 Voids Manager W oids Error Correct Line Total Less Than 9 99 Line Count Greater Than f Reason Code Temporary 1 0001 Temporary 1 0005 Tomnnrarw 1 ANA Selections that display on the General menu for a Transaction Summary query Check Number Eqalto f Check Total ewn Number of Items Less Than Af Check Duration Greater Than gt ss fin minu
18. tes Tip Total Starts With A Table Ref Contains Apo Transfer Status Add z Transfer To Check Number Equal To Voids Manager Woids Error Correct C Voids Error Correct Total EqualTo E fo Returns E Number of Guests EqualTo Tax Exempt Reference Stats With A Tax Exempt Total Equal To Po Info Lines Stats with A Table Turned O Beverage Under Threshold E Number of Times Printed Equal To KDS Station Starts vith Preparation Time Equal To mms Audit amp Analysis User s Manual 13 mymicros net Enterprise Information Portal Order Types The Order Types menu allows you to select one or more order types for your query Revenue Centers The Revenue Centers menu allows you to confine your search to one or more revenue centers within the location All Revenue Centers Dining Room Express Bar Patty Room Patio lt lt Remove lt lt Remove Workstation The Workstation menu allows you to select data from one or more POS workstations at one or more locations a Front JAN aa Starts VVvith Equal To Contains Be eee a lezen Name Workstation Contains Front e Columbia FRONT OF HOUSES Columbia FRONT OF HOUSE Columbia FRONT OF HOUS Cleveland FRONT 1 MC leaselseed FORRIT MERL T MA gt as Audit amp Analysis User s Manual 14 mymicros net Enterprise Inform
19. y click on that query Transaction Detail Create Mew Transaction Detail Query Transaction Summary Create Mew Transaction summary Query Mon Check Transaction Create Mew Mon Check Transaction Query Authorization Create New Authorization Guery Chris Jones gt Void Sve Chg voids of Service Charges Store Manager Coase Wolds of Semice Charges Edit Delete Selections The author of a published query may have configured it to allow each user to select different business dates locations filters and formats each time the query is launched If this is the case enter any necessary selections and then select Run When the result set displays you may save the results of this query to disk Edit Delete If you are the author of a published query you may edit the query to change selections or you may delete it from the published list Audit amp Analysis User s Manual 21 mymicros net Enterprise Information Portal Set Privileges User privileges for A amp A are configured in mymicros net Select the Portal Roles Portlets admin menu Portal Administration b Portlets Administer Portlets a Roles Administer Roles Foles Administer Roles Side Menus Assign Side Wenus To Roles Portlets Assign Portlets To Roles b Users Administer Users b Organizational Structure Administer Organizational Structure b Alerts Administer Alerts Select a Role and click Configure 8 Configure Cancel Search by Mame Ro
Download Pdf Manuals
Related Search