Sites & Categories

Inventory
Max Number of Open Days - Determines the maximum number of days allowed open at any given point.
Enable Receiving Source: Order from Vendor - Displays option to receive order from a vendor.
Enable Receiving Source: Transfers - Displays option to receive transfer.
Enable Receiving Source: Price Contract - Displays option to receive order from a price contract.
Enable Receiving Source: Ad Hoc - Displays option to receive ad hoc items.
Receiving Order Default Fulfillment Disposition - Determines how orders are handled when incomplete upon receiving (Close, Backorder, Reorder).
Enable Issuing Type: Fill Order - Displays option to fill an order.
Enable Issuing Type: Transfer - Displays option to transfer to another site.
Enable Issuing Type: Return to Vendor - Displays option to allow items to be returned to vendor.
Enable Issuing Type: Adjustments - Displays options to issue adjustment items.
Enable Issuing Type: Consumed - Displays option to issue as consumed.
Allow Donated Inventory: USDA Commodity - Allows the site to order/receive inventory donated by the USDA Commodity program.
Allow Donated Inventory: DOD Produce - Allows the site to order/receive inventory donated by the DOD Produce program.
Allow Donated Inventory: Other - Allows the site to order/receive inventory donated by other programs.
Allow Over-Issuing - Allows the site to issue more inventory than the quantity on-hand.

Production
Use Ready-to-Serve Recipes - Use Ready-to-Serve Recipes instead of Ready-to-Assemble Recipes.
Recipe Scaling Rounding Method - Establishes recipe scaling rules.

Round (midpoint away from zero) - Recipes with fractional measures will round up from zero.
Round (midpoint to even) - Recipes with fractional measures will round to an even number.
Ceiling (round up) - Recipes measures will round up.
Floor (round down) - Recipes measures will round down.

Auto-Fill Production Quantities - Automatically fills production quantities.
Default Prepared Count to Planned - Defaults the prepared serving counts to the planned serving counts when starting a new production record. When unchecked, default prepared counts to 0.
Produce Menus Separately - Allows recipes planned on separate menus to be split during production versus combining them into one production recipe.
Require Issuing in Production - Requires the user to have at least one non-zero issuing when saving a production record with non-zero prepared counts.

Require Meal Counts to Close Day - Requires the user to have at least one non-zero meal count before closing a day.

Meal Planning

Auto-Apply Menu Counts to Recipes - Automatically applies planning counts to all recipe items planned on a menu.
Auto-Calculate Menu Counts from Entrees - Automatically calculates menu counts from the total entree recipe counts (excluding extra sales planning counts).
Auto-Expand Menus - Automatically expands menus in the meal planning menu to show all menu/recipe components.
Auto-Expand Extra Servings Rows - Automatically expands the extra serving rows in the planning menu.
Default to Offer-vs-Serve - Allows each planned item count to be adjusted by popularity.
Show Long Menu/Recipe Descriptions On Serving Plan Screen - Displays long descriptions/information in the meal planning option.
Menu Planning Minimum Date - Displays the earliest date when entering menu planning for the site and is used in conjunction with menu template dates to display a limited date range if applied.
Menu Planning Maximum Date - Displays the latest date when entering menu planning for the site and is used in conjunction with menu template dates to display a limited date range if applied.

Order Filling
Favor Specific Item over Expiration Date - Selects the favored item versus the upcoming expiration date.
Favor Auto-Order Quantity when Changing Items - Keeps the automatic order quantity when substituting with a similar item type.
Include All Available Inventory for Catalog Number - Lists all available inventory for a catalog number.
Default Order Fulfillment Disposition - Determines how to handle filling orders when quantities available are less than quantities ordered.

Close
Backorder

Ordering
Allow Broken Case for Internal Order List - Allows partial quantities to be ordered.
Consider Current Inventory when Automatic Ordering - Considers inventory on-hand to prevent over-ordering and spoilage.
Show Items with Zero Quantity Needed when Automatic Ordering - Displays all items available for order even if the needed quantity is 0.
Incomplete Days to Consider when Automatic Ordering - Considers past recipes within XX number of days which have not yet been produced to prevent over-ordering and spoilage.
Grace Period Prior to Delivery Date to Edit Orders - Allows user with Create Orders permissions, but not Edit Order permissions, to edit orders more than the number of specified days before delivery. Leaving the days at 0 disables the permission.
Check for Incomplete Orders at Shutdown - Warns incomplete orders exist upon attempting to close the program. Users have the choice of reviewing incomplete orders or continuing with program shutdown. 

Physical Inventory
Show Calculated Quantities on Physical Inventory Worksheet - Displays quantities that should be in inventory.
Show Calculated Quantities when Entering Counts - Determines whether or not to show calculated quantities on-hand when entering counts.
Require Physical Inventories every Period - Requires physical inventories to be completed. If inventory has not been completed for a period, a warning box appears when attempting various operations.
Split Counts by Inventory Tag - Displays counts by each inventory tag versus grouping quantities by the catalog number.
Default Count Inventory as-of Date to "Last day of the inventory period" - When starting a new physical inventory, defaults to counting inventory as-of the last day of the inventory period. When unchecked, it will default to "Today".

Vendor
Send Orders on Approve - Allows orders to automatically be sent to vendor upon approval. If unchecked, orders will only be marked s approved and placed in the appropriate approval queue.
Minimum Order Amount - Considers the order complete once an orders reaches the entered minimum purchase order amount required by the vendor (if applicable). The user is warned upon attempting to complete the order if the minimum has not been met; and permission is required for order approval.
Minimum Order Case Count - Considers an order complete once an order reaches the minimum whole case count required by the vendor (if applicable). The user is warned upon attempting to complete the order if the minimum has not been met; and permission is required for order approval.

Screen Layouts

Receiving Screen Layout - Opens the tools to capture, display/apply, and reset the receiving screen layout when the ellipsis icon is clicked. 
Issuing Screen Layout - Opens the tools to capture, display/apply, and reset the issuing screen layout when the ellipsis icon is clicked.
Production Screen Layout - Opens the tools to capture, display/apply, and reset the production screen layout when the ellipsis icon is clicked.
Manufacturing Screen Layout - Opens the tools to capture, display/apply, and reset the manufacturing screen layout when the ellipsis icon is clicked.
Ordering Screen Layout - Opens the tools to capture, display/apply, and reset the ordering screen layout when the ellipsis icon is clicked.

Establish Kitchen and Satellite Setup configurations for each meal type if a meal is prepared at another Site location (if applicable).

Complete necessary functions (checkmarks, date selection, text entry, etc.) in order to include information on reports (if applicable).