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The General section allows you to complete bid analysis, run weighted nutrient analysis, run Edison in test mode, set default site filters, export data, convert legacy WinFSIM database, and update the CN database (provide by USDA). |
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- From the Miscellaneous option, select Negative Inventory Reconciliation.
Establish Negative Inventory Reconciliation options if they are not yet established by the default site filter. Then, click Ok.
Info title Allow Reconciliation Between Different Donation Sources 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.
- 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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Only your District's Nutritionist should perform this function as it will recalculate all nutritional information for all recipes that do not have manually-entered information. Nutritional changes may negatively affect USDA nutrient standards.
- From the Miscellaneous option, Recalculate Recipe Nutrition.
Reconcile Inventory at Site - Select a site filter.
Specific Site - Use the magnifier icon to select a single site.
By Category - Use the magnifier icon to select a category and subcategory.
Named Site Filter - Use the drop-down menu to select a named site filter.
All Sites - By default, all sites are selected.
Options - Select the checkbox to Allow reconciliation between different donation sources.- 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.
Read the message about recalculating recipe nutrition before proceeding. If you wish to continue, click Yes.
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There is no undo for this process. Once performed, if recipe nutrition is incorrect, you will need to manually adjust recipe nutritional values. |
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Only your District's Nutritionist should perform this function as it will recalculate all nutritional information for all recipes that do not have manually-entered information. Nutritional changes may negatively affect USDA nutrient standards.
- From the Miscellaneous option, select Receiving History.
- Establish Search criteria. Then, click Refresh.
Select a record ID and click Print. Then, use the drop-down menu to select a report.
Info title Report Key Bold font - The most recent, up-to-date version of the record.
Regular font - A past record history. Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the only history for those two IDs at the present time.
Red background - A record has been deleted.
Receiving Details
Note The Receiving Details report cannot be printed for deleted records as they no longer exist.
- Receiving Tracking Log
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Every time a change is made while issuing and the "Save" button has been pressed, a record is generated to track the history of an issuing record. There may be one or multiple records associated with an issuing record.
- From the Miscellaneous option, select Issuing History.
- Establish Search criteria. Then, click Refresh.
Select a record ID and click Print. Then, use the drop-down menu to select a report.
Info title Report Key Bold font - The most recent, up-to-date version of the record.
Regular font - A past record history. Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the only history for those two IDs at the present time.
Red background - A record has been deleted.
Issuing Details
Note The Issuing Details report cannot be printed for deleted records as they no longer exist.
- Issuing Tracking Log
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Every time a change is made while ordering and the "Save" button has been pressed, a record is generated to track the history of an ordering record. There may be one or multiple records associated with an ordering record.
- From the Miscellaneous option, select Ordering History.
- Establish Search criteria. Then, click Refresh.
Select a record ID and click Print. Then, use the drop-down menu to select a report.
Info title Report Key
Regular font - A past record history. Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the Recalculate Recipe Nutrition.Read the message about recalculating recipe nutrition before proceeding. If you wish to continue, click Yes.
Warning There is no undo for this process. Once performed, if recipe nutrition is incorrect, you will need to manually adjust recipe nutritional values.
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Every time a change is made while receiving and the "Save" button has been pressed, a record is generated to track the history of a receiving record. There may be one or multiple records associated with a receiving record.
- From the Miscellaneous option, select Receiving History.
- Establish Search criteria. Then, click Refresh.
Select a record ID and click Print. Then, use the drop-down menu to select a report.
Info title Report Key Bold font - The most recent, up-to-date version of the record.
Regular font - A past record history. Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the only history for those two IDs at the present time.
Red background - A record has been deleted.Receiving Details
Note The Receiving Details report cannot be printed for deleted records as they no longer exist.
- Receiving Tracking Log
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Every time a change is made while issuing and the "Save" button has been pressed, a record is generated to track the history of an issuing record. There may be one or multiple records associated with an issuing record.
- From the Miscellaneous option, select Issuing History.
- Establish Search criteria. Then, click Refresh.
Select a record ID and click Print. Then, use the drop-down menu to select a report.
Info title Report Key Bold font - The most recent, up-to-date version of the record.
Regular font - A past record history. Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the only history for those two IDs at the present time.
Red background - A record has been deleted.
OrderingIssuing Details
Note The Ordering Issuing Details report cannot be printed for deleted records as they no longer exist.
Ordering - Issuing Tracking Log
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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.
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Every time a change is made while ordering and the "Save" button has been pressed, a record is generated to track the history of an ordering record. There may be one or multiple records associated with an ordering record.
- From the Miscellaneous option, select Test Mode.Select the Test Database you wish to use when performing functions select Ordering History.
- Establish Search criteria. Then, click ConnectRefresh.
- Enter your username and password. Then, click Ok.
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.
Info The Test Database appears with a different background color and text to indicate you are not in the original database.
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From the Miscellaneous option, select Prior-Year Databases.
Select the Prior-Year database in which you would like to access. Then, select Connect or Connect in a New Window.
- Enter your username and password. Then, click Ok.
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.
Info The Prior-Year Database appears with a different background color and text to indicate you are not in the original database.
Click Image to Enlarge
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The Advanced option allows data to be exported, MCS to convert legacy data from the WinFSIM database, CN database updates to be pulled into the system, run the End of Year process, and manually shrink database files.
From the Utilities tab, click on Advanced. Then, select the appropriate action.
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In order to export data, an export must first be established in Exports in Miscellaneous Setup section menu of the Setup Guide.
- From the Advanced option, select Export Data.
- Select the data you wish to export from the list. Then, click Run.
- (If prompted) You may be prompted to establish dataset criteria. Once you have done so, click Ok.
You will be informed once the export process is complete. Select View Log to review all export times and dates for the selected export.
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The Review Inventory Tags options allow you to view inventory tag details (depending on review permissions), make edits to an inventory tag (depending on permission to edit an inventory tag), navigate to the original receiving record (depending on permission to edit the receiving record), navigate to item maintenance for a selected row (depending on permission to edit an item), and print various inventory reports.
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Select an Inventory Tag from the list by clicking on the row. Then, select which task you would like to perform.
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- Tag
- Catalog Number
- Item Description
- Case/Unit
- Purchased Price per Case
- Donated Value per Case
- Donation Source
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- Lot #
- Expiration Date
- Origin Kind
- Origin Site
- Origin Date
- Original Vendor
- Origin Invoice #
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- Brand
- Product Code
- Storage Fee per Case
- Delivery Fee per Case
- Other Value per Case
- Tax Rate
- Cost of Goods per Case
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Edit - Select the inventory tag you wish to modify. Then, click Edit.
Make necessary edits to the Inventory Tag. Then, click Ok.
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When modifying an Inventory Tag, changes will be reflected everywhere in the District where the inventory tag exists. |
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Origin Receiving Record - Navigates to the original location when the inventory tag was first received into the system.
Note title Navigate to Origin of Receiving Record In some cases, you may not be able to view the origin of the inventory tag such as a locked inventory period.
- Item Maintenance - Navigates to the associated item in item maintenance for review/editing purposes.
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Updates your database with the latest version of the Child Nutrition Database (CND) provided by the USDA.
- From the Advanced option, select Update CN Database.
- After reading the message, click Ok to proceed with updating your database with the latest USDA CND version.
- You will see a series of processes running while the database is updated.
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Databases can expand during upgrades limiting space on the server. Shrinking the database compresses files thus preventing bloated files.
- From the Advanced option, select Shrink Database.
- Establish how the database should be shrunk. Then, click Ok.
Select a record ID and click Print. Then, use the drop-down menu to select a report.
Info title Report Key Bold font - The most recent, up-to-date version of the record.
Regular font - A past record history. Note that ID 5703 and 5706 do not have a regular font associated; therefore, the original Receiving record is the only history for those two IDs at the present time.
Red background - A record has been deleted.Ordering Details
Note The Ordering Details report cannot be printed for deleted records as they no longer exist.
Ordering Tracking Log
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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.
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| In order for Test Mode to work, a test database must first be created in the Advanced section in the Administration guide. |
- From the Miscellaneous option, select Test Mode.
- Select the Test Database you wish to use when performing functions. Then, click Connect.
- Enter your username and password. Then, click Ok.
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.
Info The Test Database appears with a different background color and text to indicate you are not in the original database.
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From the Miscellaneous option, select Prior-Year Databases.
Select the Prior-Year database in which you would like to access. Then, select Connect or Connect in a New Window.
- Enter your username and password. Then, click Ok.
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.
Info The Prior-Year Database appears with a different background color and text to indicate you are not in the original database.
Click Image to Enlarge
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The Advanced option allows data to be exported, MCS to convert legacy data from the WinFSIM database, CN database updates to be pulled into the system, run the End of Year process, and manually shrink database files.
From the Utilities tab, click on Advanced. Then, select the appropriate action.
| Export Data | Upgrade Test/Prior-Year Databases |
| Review Inventory Tags | Agent Monitor |
| Update CN Database | Convert Legacy WinFSIM Database |
| Shrink Database | End of Year |
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In order to export data, an export must first be established in Exports in Miscellaneous Setup section menu of the Setup Guide.
- From the Advanced option, select Export Data.
- Select the data you wish to export from the list. Then, click Run.
- (If prompted) You may be prompted to establish dataset criteria. Once you have done so, click Ok.
You will be informed once the export process is complete. Select View Log to review all export times and dates for the selected export.
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The Review Inventory Tags options allow you to view inventory tag details (depending on review permissions), make edits to an inventory tag (depending on permission to edit an inventory tag), navigate to the original receiving record (depending on permission to edit the receiving record), navigate to item maintenance for a selected row (depending on permission to edit an item), and print various inventory reports.
- From the Advanced option, select Review Inventory Tags.
Select an Inventory Tag from the list by clicking on the row. Then, select which task you would like to perform.
Inventory Tag Details - Tag
- Catalog Number
- Item Description
- Case/Unit
- Purchased Price per Case
- Donated Value per Case
- Donation Source
- Lot #
- Expiration Date
- Origin Kind
- Origin Site
- Origin Date
- Original Vendor
- Origin Invoice #
- Brand
- Product Code
- Storage Fee per Case
- Delivery Fee per Case
- Other Value per Case
- Tax Rate
- Cost of Goods per Case
Edit - Select the inventory tag you wish to modify. Then, click Edit.
Make necessary edits to the Inventory Tag. Then, click Ok.Warning When modifying an Inventory Tag, changes will be reflected everywhere in the District where the inventory tag exists.
- Navigate - Click on Navigate and select a navigation option.
Origin Receiving Record - Navigates to the original location when the inventory tag was first received into the system.
Note title Navigate to Origin of Receiving Record In some cases, you may not be able to view the origin of the inventory tag such as a locked inventory period.
- Item Maintenance - Navigates to the associated item in item maintenance for review/editing purposes.
- Print - Select which type of report to print for the selected Inventory Tag.
- Inventory History - Tracks the history of the Establish report criteria. Then, click Ok.
Inventory at site - Select a Specific Site, By Category or Cluster, or Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
Date Range (Inclusive) - Use the calendar tool(s) to select a From and to date range.
Options - By default, Include inventory tags with no quantity remaining is selected.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
- Inventory On-Hand - Establish report criteria. Then, click Ok.
Report Inventory As-Of-Date - Use the calendar tool to select an As-Of date.
Filter by Site - Select a Specific Site, By Category or Cluster, or Named Site Filter, or All Sites by using the magnifier icon or drop-down menu to locate the correct choice.
Group Records By - You may choose to group records and apply page breaks between record groupings by using the drop-down menu and selecting options.
Options - Select one or more options to include in the report.
Run for each site in the site filter - By selecting this option, the report will be run separately for each school while grouping the entire District into one printable report.
- Inventory History - Tracks the history of the Establish report criteria. Then, click Ok.
- Inventory Tag Labels - Establish report criteria. Then, click Ok.
Number of Labels - Enter the number of inventory tag labels you wish to print.
Report Layout - Use the drop-down menu to select a report layout.
- Inventory Tag Labels - Establish report criteria. Then, click Ok.
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Updates your database with the latest version of the Child Nutrition Database (CND) provided by the USDA.
- From the Advanced option, select Update CN Database.
- After reading the message, click Ok to proceed with updating your database with the latest USDA CND version.
- You will see a series of processes running while the database is updated.
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Databases can expand during upgrades limiting space on the server. Shrinking the database compresses files thus preventing bloated files.
- From the Advanced option, select Shrink Database.
- Establish how the database should be shrunk. Then, click Ok.
Database(s) to Shrink - Select while database(s) to include during the shrink process.
Include Production Databases - Shrinks the current production database.
Include Prior-Year Databases - Shrinks prior year databases.
Include Test databases - Shrinks test databases.
Files to Shrink - Select which files to shrink during the process.
Shrink Log Files - Shrinks activity log files.
Shrink to Target Free Space Remaining (100 MB) - Shrinks files to the maximum size established in System Settings.
Shrink Data Files - Shrinks all data files.
Shrink Entire Database - Shrinks the entire database by an established percentage.
Current Database Size - Displays database information for production, prior year, and test databases. - You will see a series of processes running while the database(s) is shrunk. Click Ok.
Note the database size has decreased.
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