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SIS 2000+ Food Services

Sec. 6h, Accounts / Patron Account Records
 

Please see Sec. 11, Patrons, Introduction for definitions of the Food Service Patron category and the various patron consumer types.
 

6h.1 Load Patron Accounts
Select the school or district, then set Account to Patron. Group defaults to All, read-only.

How Patron Accounts are retrieved -

1. If site = District, all Patron accounts are retrieved.
2. If site = a School, Patrons specific to that school are retrieved, plus all Patrons where School = Unset

6h.2 Find Patron Account
 Click on Find to open the Search utility.  Enter search parameters and click on Find.  Use Clear to remove search parameters.

Fig. 2 - Search utility, search parameters screen
 

Patrons meeting the search criteria display in an expanded search window.  If several patrons have been retrieved, highlight the desired name and click on Select, or double-click on the name.

Fig. 3 - Retrieved patrons
 

 The expand button (lower right, Search screen) which expands the display to include consumer birthdate and grade, does not apply to Patrons.  Birthdate and Grade are not stored in Patron records.

Fig. 2 - Temporary Student Patron Account, Meals, edit  mode
 

6h.3 Edit Patron Account
Click on the Edit button to place this account into edit mode. Please refer to Sec. 6a - 6e for specific instructions in editing Account Status records, Payments records, Meals records, ala Carte records and Account Settings. Refer to Sec. 11b for specific information regarding Student Patron Account Status records.  Click on Save to record changes to an account.