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Creating and Maintaining a Meal Shell

Before creating a meal shell, you must add your petty cash vendors (if applicable), units, schools, and programs.

To add meal shells

1. Go to Meal Entry > Meal Setup > Meal Shell.

2. Click Add.

3. Enter the School No. and Program No.

4. Add lines.

To edit meal shells

1. Go to Meal Entry > Meal Setup > Meal Shell.

2. Select the meal shell and click Edit.

3. Enter the required information.

4. Click Save to save your meal shell.

To copy meal shells

1. Go to Meal Entry > Meal Setup > Meal Shell.

2. Click Copy.

3. Modify the appropriate fields to create a new meal shell.

4. Click Save to save your meal shell.

5. If you require another meal shell, click Copy, and add the next meal shell.

To remove meal shells

1. Go to Meal Entry > Meal Setup > Meal Shell.

2. Select the meal shell and click Remove.

3. A Remove Confirmation box appears, asking, "Remove selected record?" Click the appropriate response.

To print meal shells

1. Go to Meal Entry > Meal Setup > Meal Shell.

2. Click Reports, select a report, and click Next.

3. Select your Selection Criteria and Sort By method (where available), and click OK.

4. Wait for the print preview to display.

5. Click the Adobe Acrobat Reader navigation icons to display and/or print the selected information.

NOTE

• Corporate Services, Campus Services, Canada, and Health Care do not use the Meal Entry module. Meal shells are not available either.

TIPS

• Meal shells are required to enter the daily meal count entry. You must add at least one meal shell for each program and school.

• UFS creates a basic shell based on the standard meal shell. You can customize this shell by editing it. One meal shell may have any one category or any combination of the following categories:

• Prepaid Sales

• Meals Served

• Other Revenue

• Milk Program

• Variance to Shipped

For more information:

Create and maintain vendors

Create and maintain units

Create and maintain schools

Create and maintain programs

Add lines