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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.
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.
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- 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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- 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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- 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 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. |
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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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