Texas Department of Agriculture USDA FOODS UPDATE
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Texas Department of Agriculture USDA FOODS UPDATE TX-UNPS •Contract and Survey Highlights •CE Delivery Order Form - Guide
description
Texas Department of Agriculture USDA FOODS UPDATE. TX-UNPS Contract and Survey Highlights CE Delivery Order Form - Guide. TX-UNPS FDP: Screens in Progress. Still to Come in TXUNPS. -CE Delivery Order Form -Reports July 15, 2012. CE Delivery Order Form. - PowerPoint PPT Presentation
Transcript of Texas Department of Agriculture USDA FOODS UPDATE
Texas Department of AgricultureUSDA FOODS UPDATETX-UNPS•Contract and Survey Highlights•CE Delivery Order Form - Guide
TX-UNPS FDP: Screens in Progress
Contract Packet• CE Information Update • Checklist• Contacts
• First 3 bullets Updated by CE
• Sites• CE has to call TDA to add or
remove sites• ****Packet must be “submitted”
before accessing survey
Surveys• Annual or Direct Ship• Processing• Farm to School
• Is now the Farm to School Order Form
Still to Come in TXUNPS-CE Delivery Order Form-ReportsJuly 15, 2012
CE Delivery Order Form• Open• Processed• Shipped• *****Request for delivery of food
from contracted warehouse.• Takes the place of faxing or
emailing orders to whse• New tool to manage your
allocation of USDA foods that are stored at the contracted warehouse.
Reports• Statement of Commodities
Allocated• Statement of Commodities
Shipped• Weekly Commodity Bulletin• *****Real Time Reports
CE Delivery Order FormSubmit and Track USDA Food Orders for delivery from Contracted Warehouses
Delivery Orders - CE
CE Delivery Order - Open Orders
This process allows the CE to View orders not yet Processed by Warehouse or Submit NEW orders for delivery
CE Delivery Order - Open Orders
Select Program Year and Click Continue
Complete this process to view open or create new orders.
CE Delivery Order – Open Order
Submit New Order?
Click New Order
CE Delivery Order – New Order
Click drop down arrow Select Delivery Location Click Continue
Complete this process to create order per delivery site.
CE Delivery Order – New Order
Select Delivery Location aka site name
Remember – call or email TDA if you need to add or remove a site.
CE Delivery Order – Delivery Location = Site Name
CE Delivery Order - Delivery Date
Delivery Date based on Whse Route Schedule
CE Delivery Order – Bonus and Entitlement Categories
1st column
CE Delivery Order – Allocated Column
2nd Column Product Allocated to School
CE Delivery Order – Request Column
3rd Column Requested quantity for applicable site
Enter the qty of cases you are requesting for delivery to your site.
CE Delivery Order – Surplus Inventory = Not Allocated
Inventory up for grabs.
CE Delivery Order – Surplus Must have Entitlement
T o request surplus – CE must have available entitlement.
CE Delivery Order – Surplus cont’Calculate Entitlement Button
If requesting surplus, click Calculate Entitlement
System will either accept or reject qty entered. IF not sufficient entitlement, reduce qty.
CE Delivery Order – SAVE button
If not requesting Surplus, click SAVE
CE Delivery Order - Finished
Click Edit to return to order or Finished to complete order
CE Delivery Order – Create Another Order?
After creating order, system navigates to Open Order Screen.
Create Another Order? Click New Order Button
System now displays an order. Earlier the system valid data.
CE Delivery Order – Modify/Delete Order?
Until Warehouse “Processes” the Open Orders, CE can modify or delete order.
If whse has processed order, only view option is available.
CE Order InquiryView all Order StatusesAllows CE to view all order statuses.
CE Order Inquiry
CE Order Inquiry –Order Status Search Screen
Order Status – search by All, Open, Processed, Shipped (ignore invoiced)
This is basically a search screen to view all of a CE’s existing orders – regardless of status.
CE Order Inquiry – Order StatusList Screen
Open Order Inquiry - Best way to view all Orders submitted by CE
Order Statuses•Open = CE can make Changes to Order•Processed = CE has to call warehouse to
make changes•Shipped = Warehouse has shipped order
to school• Invoiced = Ignore Invoiced status; to be
used by warehouse only.▫This is a Legend of all order statuses
Shipping InquiryView Orders Shipped to Delivery Sites
CE Delivery Order - Shipping Inquiry
ReportsStatement of Commodities Allocated - NEWList of commodities allocated to dateStatement of Commodities Shipped - NEWList of commodities shipped to dateWeekly Commodity Bulletin – Similar to current report in TCS.Includes Entitlement and PAL Account Status and list of USDA Food stored at the contracted warehouse***All real time data
Report Menu
Report Menu – Statement of Commodities Allocated
Click Item link – Statement of Commodities
Statement of Commodities Allocated
Program Year – select yearWarehouse – select contracted warehouse nameCounty Field – select county System defaults to your CE Name Click Create Report
Statement of Commodities Allocated
Option to export and save report to Excel or other format
Report includes Entitlement and Bonus allocations.
Able to print as well.
Statement of Commodities Shipped
Click Item link – Statement of Commodities Shipped
Statement of Commodities Shipped
Program Year – select yearWarehouse – select warehouse nameCounty – select county nameSystem defaults to CE nameDate Range defaults to full yearClick Create Report
Statement of Commodities Shipped
Option to export and save report to Excel or other format
Report includes Entitlement and Bonus USDA Foods shipped to CE.
Able to print as well.
Weekly Commodity Bulletin
Click Item link – Weekly Commodity Bulletin
Weekly Commodity Bulletin
Program Year – Select YearAgency Name – defaults to CE NameWarehouse – Defaults to assigned WarehouseClick Create report.
Weekly Commodity BulletinAccount Status
Account Status:Entitlement Column = Entitlement available for current school yearEntitlement Usage = Entitlement used on Processing, DoD Fresh and Entitlement AllocationsEntitlement Balance = Current Year Entitlement - Entitlement Used – Unfilled Requests – Admin Adjustments = Remaining Entitlement
Weekly Commodity Bulletin – Summary of ALL Commodities in
Warehouse
Weekly Commodity BulletinCommodities by Storage Sections
Weekly Commodity Bulletin – Expected Shipments into the Contracted
Warehouse
Click Export to Excel to save report in Excel Format. Click Cancel to return to previous screen.
Weekly Commodity Bulletin – Print Option
Print Option
Funding Statement:The Texas Department of Agriculture's Food and Nutrition Division is funded by the U.S. Department of Agriculture, Food and Nutrition Service. Civil Rights Statement:In accordance with Federal Law and U.S. Department of Agriculture policy, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age, or disability. To file a complaint of discrimination, write USDA, Director, Office of Adjudication, 1400 Independence Avenue, SW, Washington, D.C. 20250-9410 or call toll free (866) 632-9992 (Voice). Individuals who are hearing impaired or have speech disabilities may contact USDA through the Federal Relay Service at (800) 877-8339; or (800) 845-6136 (Spanish). USDA is an equal opportunity provider and employer.
