Main Menu

SIS 2000+ Food Services

Sec.13f, Edit Records
 

Service and Payment records may be edited in two locations -- the Accounts module and the Cafeteria module. Each provides a different way of looking at the same data.

Fig. 1 - Cafeteria screen displaying previously saved transactions recorded today
 
 

13f.1 Edit Records / Cafeteria module
To edit/delete food items and payments using the Cafeteria module, you must be logged on to the Cafeteria module using the same Cash Drawer used to record the original transactions. The Cafeteria module will not permit you to edit entries recorded by a different Cash Drawer. It is assumed that most editing using the Cafeteria module will be done while processing that day's food line. If you wish to edit a different day's transactions through the Cafeteria module, you must select the specific day (see Sec. 13, login procedures, date selection).

Locate the individual account to be edited (re-scan bar code or re-enter ID#). The Cafeteria screen will display in edit mode (Fig. 1). Notice that previously recorded transactions are displayed in red italics. All service (for this lunch or breakfast session) and all payments recorded today for this consumer are displayed.
 

13f.1.1 Delete a food item or payment
Click on or touch the item to be deleted.

13f.1.2 Add a food item
Select the food item(s) to be added by touching or clicking on the item buttons.

13f.1.3 Edit a payment
The amount of a previously saved payment may not be edited. If the payment amount is incorrect delete that payment record (see 13f.1.1). Focus remains on the Payment field. Enter a new (replacement) payment, then Save.

13f.2 Edit records / Accounts module
The Accounts module contains all service and payment records in grid format. Meal, Payments and Ala Carte records for Students, Faculty, Patrons, Cash sales and Visitor accounts are available. You may check Today, Lunch Only and/or Breakfast Only to limit the display of records.

Locate the Account
Select the account type (student, faculty, patron, Cash or Visitor), then the specific account to be edited (see Sec. 6, Accounts). Confirm that Today's Date is correct if the Today check box is used. Select the page containing the record to be edited. Select the Edit button or Alt-E from the keyboard to place this account in edit mode.
 

13f2.1 Edit Accounts /Payments
The Accounts Payments page contains all payment records -- regardless of whether payments were recorded using the Payments, Cafeteria, or Accounts modules. Notice that the $2.10 payment for 04/12/1999 in Fig. 2 is also the payment present in Fig. 1.

 
Fig. 2 - Accounts Payments, edit mode
 
 

13f.2.1.1 Delete an Account payment record
Select (click on) the payment record. Click on the Delete button (or press Alt-D). A confirmation prompt will display, select 'Yes' to delete, 'No' to cancel.
 

13f.2.1.2 Edit an Account payment record
Select (click on) the payment record. Click on the specific portion requiring editing (or you may use Tab or the left/right arrow keys). Re-type the payment amount or use the drop down list boxes to change payment type or cash drawer.
 

13f.2.1.3 Add an Account payment record
Click the Add button. A new record will be inserted. Date and School are supplied, these entries may be altered if necessary. Complete the Amount and optional payment Method.

Note: Each payment record has an associated payment Note. The Note field is opened by double-clicking.
 
 

13f.2.2 Edit Accounts / Meals
The Meals page contains all Food Service Meal records for this account. Notice that while the cost of the first (reimbursable) meal served to a student is protected from public display in the Cafeteria module (Fig. 1), the Accounts module displays the actual charge for the reimbursable meal, per the student's pay type (Fig. 3). Second meals for the day are charged at the 'second meal' rate set in Rates and are not reimbursable (Fig. 3, second meal record for 04/09/1999).


Fig. 3 - Accounts Meals, edit mode
 
 

13f.2.2.1 Delete an Account Meal record
Click anywhere within the meal record to run the Edit Meal Record feature. Click on the Delete button. A confirmation prompt will display, select 'Yes' to delete, 'No' to cancel. A meal record may also be deleted by clicking on the far left of the record to place a record marker (see Breakfast record 04/12/1999 above), and then using Delete.


Fig. 4 - Edit Student Meal Record
 

13f.2.2.2 Edit an Account Meal record
Click anywhere on the meal record to run the Edit Meal Record feature (Fig. 4). Tab to or click on the specific portion of the record to be edited and complete changes. Notice that the meal Pay type is read-only. Meal Pay types are controlled by the Account Status record in effect on this date.
 

13f.2.2.3 Add an Account Meal record
Click the Add button to run the Edit Meal Record feature (Fig. 4) and complete for this meal. Notice that the meal Amount is read-only. Meal Amount is based upon Pay type and the meal Rate in effect on this date.
 
 

13f.2.3 Edit Accounts / Ala Carte
The Ala Carte page contains all ala Carte records for this account. Notice that the Juice, Cookie and French Fries for 04/12/1999 in Fig. 5 are those items also present in Fig. 1.


Fig. 5 - Accounts ala Carte, edit mode
 
 

13f.2.3.1 Delete an Account ala Carte record
Click anywhere on the ala carte record to run the Edit ala Carte Record feature (Fig. 6). Select the Delete button. A confirmation prompt will display, select 'Yes' to delete, 'No' to cancel. An ala Carte record may also be deleted by clicking on the far left of the record to place a record marker (see ala Carte record 04/12/1999 above), and then using Delete.


Fig. 6 - Edit ala Carte Record
 

13f.2.3.2 Edit an Account ala Carte record
Click anywhere on the ala carte record to run the Edit ala Carte Record feature (Fig. 6). Tab to or click on the field to be edited and complete the changes.
 

13f.2.3.3 Add an Account ala Carte record
Click on the Add button to run the Edit ala Carte Record feature (Fig. 6). Complete the information for this new record and click on Save. Notice the the Qty and Amount fields are read-only. Quantity default to "1", and Amount defaults to the price for quantity one as set in Items for this date.
 
 

13f.2.4 Edit Accounts / Cash / Visitor records

Select Account Type (Cash or Visitor)
Records are displayed for Today's Date only (the Today check box is defaulted and locked). Available Account pages are Payments, Meals and ala Carte. Select the page containing the record to be edited.

Cash Account Records are created by the use of:

The Cash Student and Cash Faculty buttons in the Cafeteria module
The Student and Faculty Rate designation in Volume Sales (Cafeteria module)
 
Visitor Account Records are created by the use of:
The Cash Adult and Cash Child buttons in the Cafeteria module
The Adult and Child Rate designation in Volume Sales (Cafeteria module)
 
Cash and Visitor records may be edited only through the Accounts module. Each Cash or Volume Sales transaction records both a Payments record and a corresponding Service record. The service record may be a Meal record or an ala Carte record. For example, the service portion of a Banquet Sales transaction is an ala Carte record.
 

Food Service Preference 'Student Cash Meals'
If the Food Service Preference 'Student Cash Meals' value = 'NO', you will be unable to record a Student Cash Meal in Cash Accounts (Sec. 3, Food Services Preferences Manager). Student Cash ala Carte is unaffected.


Fig. 7 - Cash Account payments records, edit mode
 
 

13f.2.4.1 Delete a Cash / Visitor Account record
Click anywhere on the Cash or Visitor Meal or ala Carte record to run the Edit Record feature (Fig. 8). Select the Delete button. A confirmation prompt will display, select 'Yes' to delete, 'No' to cancel. Normally, when a Cash or Visitor transaction is deleted through Accounts, both the payment and service records should be deleted. An exception to this might be a Visitor Meal served at no charge. In this situation the payment record is deleted, and the service record is left intact. A Cash or Visitor Payment record is deleted by moving to the Payments page, selecting (click on) the payment record, and then using Delete.


Fig. 8 - Edit Cash Account record
 

13f.2.4.2 Edit a Cash / Visitor Account record
Click anywhere on the record to run the Edit Record feature (Fig. 8). Tab to or click on the field to be edited, complete the changes and click on Save.
 

13f.2.4.3 Add a Cash / Visitor Account record
Click on Add to run the Edit Record feature (Fig. 8). A new record with default entries will display. Edit these default values as needed and Save. Normally, when a Cash or Visitor transaction is added through Accounts, both a payment and service record should be added.