Auto Update 140: Consolidated Meal Counts and More
New Features
**Click on any of the links to be taken to that section of the Help files.**
- New! A new CA Production Report has been created for California customers! A new Production Report is available for California users. The CA Production Report will have Daily Meal Production Plan and Site Name sections that are populated, a Notes/Unusual Events, Number Served and Personnel sections that are user-defined, a Menu Planning section that is populated, and a Food Available section that is user-defined/calculated.
Search and Filter By screen
CA Production Report screen
- Sample Report
- New! A Consolidated Meal Counts Report has been added in Accountability that displays the Total Reimbursable Meal Counts for each day for all sites selected within the Serving Date Range and Site(s) or Site Groups.
- Date Range is limited to one year.
- Meal Types will be for Breakfast and Lunch.
- Meal Counts will be for Paid, Reduced, Free and then the Total for each Meal Type.
Other Enhancements
General
ISITE CUSTOMERS
Menu Boards
- The GetMenuBoardDate stored procedure has been added so customers can display their recipes in the same order as they appear in Meals Plus.
Accountability
REPORTS
Monthly Actual Deposits
- A new report has been added that exports Daily Deposit information to Excel.
- The report will display the Actual Deposit by day for each site.
- A Grand Total will display for each day and for the entire month.
Financial
REPORTS – STATE
- The accounts and line numbers for the 2018-2019 school year will display on the report.
UTILITIES
- When the customer imports Account Info, standard DPI accounts will be assigned the 2018-2019 FC1A line numbers.
Inventory
REPORTS
- A new report is available for warehouse/kitchens that will display what is On Hand, what sites have ordered, what is available (or what the district is short) and how much inventory the district has ordered.
- Select an As of Date for the order.
- The report can be run in Summary or Detail mode.
- The report can be sorting by Item Code or Item Description.
Summary:
Detail:
Menus
MEALS/MENUS
- The Delivery Date selection will now be taken into account when creating orders and rounding quantity as needed.
REPORTS
- An option to calculate to Secondary Qty has been added.
- The report will round up for the Total (for the date range) to either Primary or Secondary Quantity depending on if Always calculate to secondary quantity is checked. Example: If a site serves green beans for lunch every day for a week, and it takes 2.5 cans to feed the students for one day, the total needed is 12.5 cans, so the report for the date range would show 2 cases and 1 can.
- The report will round up for the Total (for the date range) to either Primary or Secondary Quantity depending on if Always calculate to secondary quantity is checked. Example: If a site serves green beans for lunch every day for a week, and it takes 2.5 cans to feed the students for one day, the total needed is 12.5 cans, so the report for the date range would show 2 cases and 1 can.
Student Eligibility
PROCESSING
New Application/Manage Application
- Date of Birth (DOB) fields have replaced the existing SSN fields in the Student Look Up grid and the Student Information form.
Manage Application
- Date of Birth (DOB) fields have replaced the existing SSN fields in the following grids/forms.
Manage Applications – Main Grid:
Manage Application – Preview Application Form:
LunchApplication.com
MANAGE DISTRICT
Use of Information Statement
- This text has been added to the District Info form so districts can edit the text per their state requirements.
Release Categories
- Release Categories have been added to the District Info form so districts can enable/disable them for their parents/guardians.
- Which Release Categories display here, and whether they are enabled will sync with Student Eligibility.
Corrections
Inventory
ACCOUNTS PAYABLE
- The error occurring when posting a large batch of invoices to School LINQ has been corrected.
Menus
REPORTS
- The error occurring when the report is created for a date that contains a School Daily Menu with a recipe that includes a Discontinued Ingredient has been corrected.
POS+
DAILY DEPOSIT
- POS+ and Point of Sale will now work independently in regards to CEP and closing the day. Since CEP is not used for serving Supper, POS+ will not check if CEP has been run for that day when running Daily Deposit.
Student Eligibility
ADMINISTRATION
Meal Benefit Expiration
- The error occurring when moving students from a CEP site to a Non-CEP setting a Future Status of 2, and the Meal Benefit Expiration not correcting the status when it runs has been corrected.
System Management
ADMINISTRATION
- The VendorLink import has been updated to import mapped inactive students appropriately. The customer can map VendorLink student status codes as inactive to coincide with their district.
K12PaymentCenter
PAYMENT HISTORY
Payment History
- The error where payment history was displaying offline receipts from a different district has been corrected.