Page Comparison

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1. From the Miscellaneous option, select Check Alerts.
2. Any system alerts will be displayed. Click on each alert and read the description in the area below.
   

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Negative Inventory Reconciliation

1. From the Miscellaneous option, select Negative Inventory Reconciliation.

2. Establish Negative Inventory Reconciliation options if they are not yet established by the default site filter. Then, click Ok.
   Note: Allowing reconciliation between different donation sources allows the system to move donated inventory items to negative count purchased items. (e.g. Green Giant green beans have an inventory of -3 #10 cans, USDA commodity green beans have an inventory or 7 #10 cans. This process will move 3 #10 cans from the USDA commodity inventory to the Green Giant inventory.

   
   Reconcile Inventory at Site - Select a site filter.
   Options - Select the checkbox to Allow reconciliation between different donation sources.
   
   

3. Review negative quantities for each item. You can expand item details by clicking the + sign. Once you have verified the amounts are correct, select Commit Changes.
   
   

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1. From the Miscellaneous option, select Receiving History.
2. Establish Search criteria. Then, click Refresh.

3. Select a record ID and click Print. Then, use the drop-down menu to select a report.
   Note: Pay attention to the following font styles to learn more about each Record ID:
   Bold font - The most recent, up-to-date version of the record.
   Regular font - A past record history.
   Red background - A record has been deleted.

   

   1. Receiving Details - The Receiving Details report cannot be printed for deleted records as they no longer exist.
      

      

   2. Receiving Tracking Log
      

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1. From the Miscellaneous option, select Issuing History.
2. Establish Search criteria. Then, click Refresh.

3. Select a record ID and click Print. Then, use the drop-down menu to select a report.
   Note: Pay attention to the following font styles to learn more about each Record ID:
   Bold font - The most recent, up-to-date version of the record.
   Regular font - A past record history.
   Red background - A record has been deleted.

   

   1. Issuing Details - The Issuing Details report cannot be printed for deleted records as they no longer exist.
      

      

   2. Issuing Tracking Log
      
      

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1. From the Miscellaneous option, select Ordering History.
2. Establish Search criteria. Then, click Refresh.

3. Select a record ID and click Print. Then, use the drop-down menu to select a report.
   
   Note: Pay attention to the following font styles to learn more about each Record ID:
   Bold font - The most recent, up-to-date version of the record.
   Regular font - A past record history.
   Red background - A record has been deleted.

   

   1. Ordering Details - The Ordering Details report cannot be printed for deleted records as they no longer exist.
      

      

   2. Ordering Tracking Log
      
      

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Test Mode

If you wish to attempt to perform an operation and are unsure how the results will affect your data, you can choose Test Mode. This will allow you to perform functions without affecting your current database.

Note: In order for Test Mode to work, a test database must first be created in the Advanced section in the Administration guide.

1. From the Miscellaneous option, select Test Mode.
2. Select the Test Database you wish to use when performing functions. Then, click Connect.
   
3. Enter your username and password. Then, click Ok. 
   

4. Perform the functions in Test Mode to review the results. Once you are done, select Test Mode (Utilities → Miscellaneous → Test Mode) again to be returned to the login screen and the live database.
   Note: The Test Database appears with a different background color and text to indicate you are not in the original database.

   

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Prior-Year Databases

1. From the Miscellaneous option, select Prior-Year Databases.

2. Select the Prior-Year database in which you would like to access. Then, select Connect or Connect in a New Window.

   
3. Enter your username and password. Then, click Ok. 
   

4. Perform the functions to review information in the Prior-Year Database. Once you are done, select Prior-Year Database (Utilities → Miscellaneous → Prior-Year Database) again to be returned to the login screen and the live database.
   Note: The Prior-Year Database appears with a different background color and text to indicate you are not in the original database.

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