Overview |
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The Cafeteria section will take you through the process of adding information to and modifying individual cafeteria information and options. |
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Did you know? For changes in multiple areas click Save after completing modifications in each tab. Clicking Save & Close will save changes and close the main tab. |
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From the Admin & Maintenance tab, locate the Cafeteria Setup tab. Then, select Cafeterias.
Click the Add button to add a new cafeteria. Skip to Step 4 to Edit a cafeteria.
Note: In order for a new school to be added, it must first be created in DataCenter.
Select a cafeteria from the list. Then, click Ok.
In the Setup Cafeteria window, click on each tab to configure cafeteria settings.
General Information
| title | Principal Account |
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Note: In order to choose an account, principal accounts must first be established as a customer.
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Select the Principal Account and click Ok. To narrow the search, enter information in the Search Criteria and click Refresh. |
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Export Code Export codes are utilized for custom exports and plugins. |
Site Code - Enter the site code of the cafeteria.
Cafeteria Name - Enter the name of the cafeteria.
Inactive - Select the checkbox to make the cafeteria inactive.
Primary School - Use the drop-down menu to select the primary school associated with the cafeteria.
Cafeteria Template - Use the drop-down menu to select a cafeteria template.
Address Line 1/Address Line 2 - Enter the physical address of the school. You may use the second line to include a P.O. Box or a specific department
City - Enter the city.
State - Enter the state.
Zip - Enter the zip code.
Manager's Name - Enter the cafeteria manager's name.
Principal Account - Click the ellipsis icon to select a principal account.
Phone Number - Enter the phone number for the cafeteria manager.
Letter Signer's Name - Enter the name of the letter signer (typically the cafeteria manager).
Letter Signer's Title - Enter the job title of the signer.
Export Code - School-specific code provided by the state.
Cluster - Select a cluster from the drop-down menu.
Region- Select a region from the drop-down menu.
Settings
Settings are initially determined in Cafeteria Templates (Admin & Maintenance > Cafeteria Setup > Cafeteria Templates); however, they can be modified for an individual cafeteria by double-clicking on the Cafeteria. Click the expansion links for each setting section for more details.
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| title | Serving Line |
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POSID/Grade Ranges
Enter the minimum and maximum POSIDs to assign per grade (applies only if POSID Assignment is set to Grade).
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Grades are established in DataCenter. |
Automatic Feeder Rules
Select school/grade combinations that are fed by this cafeteria in addition to the schools that are linked as feeders of this cafeteria. Excluded combinations override included combinations.
School - Select a school by using the drop-down arrow.
Feeder School - Designate which school is the feeder school.
Grade - Select a specific grade by clicking on the drop-down arrow, or leave All Grades selected.
Exclude - Choose to exclude combinations.
Feeder Groups
Select Feeder Groups to automatically subscribe to customer records associated with the selected feeder groups. These subscriptions are in addition to those that the automatic feeder rules.
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In order to choose from multiple groups, feeder groups must first be established in Admin & Maintenance → Miscellaneous Setup → Feeder Groups. |
Income/Expense Accounts
Select which income/expense accounts are available when entering miscellaneous incomes and expenses.
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In order to choose from accounts, incomes and expenses must first be established in Admin & Maintenance → Miscellaneous Setup → Income/Expense Accounts. |
Schools
Schools are normally established for one school; however, if feeder schools are associated with a cafeteria, they must be established in this tab.
School Number - The number associated with the school. (Not editable. Set by MCS/DataCenter.)
Site Code - Site code of the cafeteria. (Not editable. Set by MCS/DataCenter.)
School Name - Name of the school. (Not editable. Set by MCS/DataCenter.)
Price Category Mapping - Cost of meals for Free, Reduced, Paying, Adults, Special Adults, and Employees . Use the drop-down menu to select a Price Category Mapping Template.
In order to choose a category, price categories mapping must first be established in Admin & Maintenance → Price Category → Mapping Templates.
Track Config - Use the drop-down menu to select a school track configuration for the cafeteria.
Grade Group Mapping - Allows you to establish a pre-determined grade mapping template. Use the drop-down menu to select the correct Grade Group Mapping template.
OVS Req. Mapping - Use the drop-down menu to select the correct Offer versus Serve Requirement Mapping (if applicable).
Severe Need Breakfast - Select if the school provides severe need breakfasts.
Export Code - Enter the export code for the school (
if applicable).
Email Address - Enter the email address of the primary cafeteria manager.
State Code - Enter the state code for the school (if applicable).
Exclude from Claim - Select if you do not wish to include meals sold at this location in your claim.
Claim Served Meals at School - Click the ellipsis icon and select where the meals served at this cafeteria (and manual meal counts) should be claimed. Then, click Ok.
If a previous claim needs amending, it will recalculate enrollment based
on Claim at School rules if the school is anything other than the current school.
At this school - Meals will be claimed at the currently selected school.
At the student's enrolled school - Meals will be claimed at the school in which the student is currently enrolled.
At specific school - Meals will be claimed at the specified school.
When selecting this option, enrollment and attendance will automatically roll to the selected school for the purposes of the Federal Edit Check.Breakfast Area Eligible - If the school is recognized as a Provision 2 or Community Eligibility Program, use the drop-down menu and select the appropriate participation program setting to apply for breakfast (None, PV2 Base Year, PV2 Second+Year, PV2 Second+Year (assume at cost), CEP, CEP (assume at cost) ). Leave as None if neither Provisions 2 nor CEP is not applicable.
Lunch Area Eligible - If the school is recognized as a Provision 2 or Community Eligibility Program, use the drop-down menu and select the appropriate participation program setting to apply for lunch (None, PV2 Base Year, PV2 Second+Year, PV2 Second+Year (assume at cost), CEP, CEP (assume at cost) ). Leave as None if neither Provisions 2 nor CEP is not applicable.
Snack Area Eligible - If the school is recognized as At-Risk and participates in the Snack program, use the drop-down menu and select the appropriate participation program setting to apply for snacks (None, At-Risk, At-Risk (assume at cost) ). Leave as None if neither Provisions 2 nor CEP is not applicable.
Supper Area Eligible - If the school is recognized as At-Risk and participates in the Supper program, use the drop-down menu and select the appropriate participation program setting to apply for supper (None, At-Risk, At-Risk (assume at cost) ). Leave as None if neither Provisions 2 nor CEP is not applicable.
CEP % Identified - The percentage of students identified for the Community Eligibility Program. (Not
editable. Set by MCS/DataCenter.)
Seamless Summer - If the school will be Operating under the Seamless Summer program going forward, select this checkbox. To end Seamless Summer for this school, deselect the checkbox. For more information on MCS Newton Seamless Summer, please review this Seamless Summer Knowledge Article.
Virtual Cafeteria
Virtual cafeterias do not claim meals on behalf of any schools. Instead, POS transactions recorded at virtual cafeterias are sent to other cafeterias where they are posted and claimed as if they were performed there.
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Virtual Cafeterias may only be established during initial setup. The school must first exist in DataCenter prior to setting it up as a virtual cafeteria. |
If the school is
a virtual cafeteria, place a checkmark in the box. Then, click Add.
Select the school to designate as a virtual school. Then, click Ok.
Click Apply to save changes.
Misc Posting Cash
Misc Posting Cash is typically established for money collected at virtual sites since it is included in the main school's posts for operating days. Select which Misc Posting Cash accounts are available when posting.
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In order to choose a miscellaneous posting cash account, it must first be established in Admin & Maintenance > Miscellaneous > Misc Posting Cash. |
Misc School Counts
Miscellaneous School Counts is typically used for Headstart programs. Select which Misc School Counts accounts are available when posting.
