Sec.
6c, Accounts / Account Meal Records
Main Menu
SIS 2000+ Food Services
Sec.
6c, Accounts / Account Meal Records
The Accounts 'Meals' page contains meal service records for the current consumer. The display of records may be sorted in ascending or descending order for each column (Reim and Worker excepted). Records for Today's Date are shown in red, and the total dollar value of meal service for this consumer is shown in the Meals field at the bottom of the screen.
Each Meal record consists of the Location, Date, the Meal, the Pay-type of the meal, the Cash Drawer used to record the transaction, the meal Item served, if the meal is a Reimbursable, if the meal is a Worker meal, and the Amount (cost) of the meal.
Fig. 1 - Account Meals, read-only mode
6c.1 View Meals Records / Adjust Display
Click on the 'Meals' tab or use the Page Up/Page Down keys to move
to the Meals page. To change the sort method, choose a column (Date, for
example) and click in the column header. The current Sort method
is displayed at the top of the page.
6c.2 Edit Meal Records
Click on the Edit button to place this account into edit mode
(Fig. 2). Edit mode enables the Meals buttons Add
and Delete, and the Account
command buttons Done and Quit.
Fig. 2 - Account Meals, edit mode
Fig. 3 - Edit Meal Record
6c.2.2 Edit Meal Record -
Text fields and drop down list boxes
Meal -
Click on the drop down list box to display meals or enter the first
letter of the meal name.
Pay type -
A Read-only field. Student and Student Patron pay-types are controlled
by account status records. Student Cash meal pay-types are Paid,
Reimbursable. Faculty, Faculty Cash and Visitor (Adult
and Child) meal pay-types are Paid, non-reimbursable.
School -
Determined by user-login.
Drawer -
Cash Drawers available for this School.
Item -
The Meal Item served. Click on the drop down list to display meals
that are available for this date and for this consumer type.
Reimbursable -
Designates this meal as reimbursable. Click on the checkbox to insert
a checkmark, or Tab to the checkbox and press the spacebar.
Amount -
Read-only field. Amount is determined by which meal is selected.
Worker -
Marks this meal as an earned meal. Click on the checkbox to insert
a checkmark, or Tab to the checkbox and press the spacebar.
Save -
Use Save to record changes to this meal record.
Cancel -
Use Cancel to discard changes to this record and exit.
6c.3 Add a Meal Record
Click on the Add button to open
the Edit Meal Record screen. Default entries are supplied as shown in Fig.
3. Complete data entry for the new meal as per Sec. 6c.2.1.
Please Note --
More than one Breakfast and/or Lunch meal may be recorded per day.
Only one Breakfast meal and one Lunch meal per student per
day qualify as reimbursable meals. When meals are recorded using the Cafeteria
module, the system automatically recognizes second meals as non-reimbursable
and assigns the second meal rate. When you are editing or adding meal records
in Accounts, you must make that determination. Attention must be paid to
whether or not the meal is a second meal and therefore non-reimbursable.
If the Reimbursable checkbox is checked the corresponding
meal rate will be used. If the Reimbursable checkbox is unchecked,
the second meal rate will be used.
6c.4 Delete a Meal Record
Two methods may be used to delete a meal record.