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SIS 2000+ Food Services

Sec. 4f, Rates / Rate Changes
 

All Rates -- Meal, Milk, and Sales Tax -- utilize Rate Change Records. Each change record has an effective and an expire date that specify the exact period of time that rate is in effect. When a rate changes, the current rate is closed an expire date, and a new rate change record is created with new effective and expire dates. All procedures that incorporate these rates do so by date. For example, when a meal is served, the Meal Rate and the Sales Tax Rate for that meal are referenced using the date of service to determine which Rates are applicable.

Rate Change Records allow a Rate History to be maintained for each rate, plus insure that historical reporting references the correct rate in effect for each day included in the report date range.

Consequences of altering an existing rate:
(instead of expiring the rate and replacing it with a new rate with new effective/expire dates)
If a current rate is altered instead of expired and replaced with a new rate, the system assumes that the altered rate has been effect for the entire date range. For example, mid-year the price of the Student Regular Lunch increased from $1.00 to $1.25. This is correct for service from the date of change forward. However, reports printed for anytime prior to the date of change will also use the $1.25 rate, which is not correct.
 

4f.1 Change a District Rate
Click the Rates button from the main SIS 2000+ Food Service menu to run Food Service Rates.

Fig. 1 - Food Service Rates
 

4f.1.1 Select School type
Click on the School type drop down list box, then select the School type for this rate.

4f.1.2 Select Rate
Select (click on to highlight) the Rate that is to be changed, then select the Edit button (Alt-E from the keyboard) to run the Rate Editor for that District Rate (Fig. 1).


Fig. 2 - District Rate Editor
 

4f.1.3 Change District Meal/Milk Rate
Click on the Edit button to place this rate in edit mode (Fig. 2). Select the Expire date field and enter the expiration date for the current rate. Click the Add button to activate a new rate row. Enter the Effective and Expire dates for this new rate, then complete the remaining fields (Fig. 3) and Save.


Fig. 3 - New District Rate, saved, read-only mode
 
 

4f.1.4 Change a District Reimbursement Rate
Correct a data entry error -
With the District Rate displayed as shown in Fig. 2, click on the Tot Reim drop down list box to run the Meal Program editor (Fig. 4). Click on the Program Rate, and retype Reimbursement Rate. Click Save, then Done to exit.


Fig. 4 - Meal Program editor
 

Record an actual Change in the Reimbursement Rate for this meal -
A change in a reimbursement requires rate change records just as for any other change in a meal rate. Click on the Edit button to place the meal rate into edit mode (Fig. 2). Select the Expire date field and enter the expiration date for the current reimbursement rate. Click the Add button to activate a new rate row. Enter the Effective and Expire dates for this new rate, then complete the remaining fields (Rate 1, Rate 2 and Worker may remain the same in in the original meal rate). Click on the Tot Reim drop down list box and complete the new reimbursement rate. Click on Save, then Done.
 

Fig. 5 - District rate, rate change present, read-only mode
 
 

4f.2.1 Select School
Click on the School drop down list box and select the School.


Fig. 6 - Edit School Exception rate for this school
 

4f.2.2 Change Exception Rates for this school.
Click on the Edit button to place the District default values assigned to this school into edit mode. Select (click on) the rate to be edited and click on the Exceptions button. Select 'Yes' from the confirmation prompt, then tab to or click on the field to be changed. A rate which is an exception to the district default rate is defined in red type. This school is not adopting the new district rate (no charge for Reduced Lunch). The new district Rate 1 (0.00) has been edited to retain the original Rate 1 (.30). If the Exception Rate for this school involves the Reimbursement Rate, click on the Tot Reim drop down list box and complete the reimbursement rate unique to this school. Save changes, then select Done to exit.
 

Fig. 7 - Add Sales Tax Rate Change record
 

Click on the Edit button to place the Sales Tax Rates editor into edit mode. Close the current tax rate by entering an Expire date. Click the Add button to activate a new Tax Rate row. Complete the new Tax Rate, assign new Effective and Expire dates, then Save. Click on the Done button to exit.