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Texas Department of Agriculture USDA FOODS UPDATE TX-UNPS Contract and Survey Highlights CE Delivery Order Form - Guide.

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Presentation on theme: "Texas Department of Agriculture USDA FOODS UPDATE TX-UNPS Contract and Survey Highlights CE Delivery Order Form - Guide."— Presentation transcript:

1 Texas Department of Agriculture USDA FOODS UPDATE TX-UNPS Contract and Survey Highlights CE Delivery Order Form - Guide

2 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

3 -CE Delivery Order Form -Reports July 15, 2012

4 CE Delivery Order Form Open Processed Shipped *****Request for delivery of food from contracted warehouse. Takes the place of faxing or ing 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

5 Submit and Track USDA Food Orders for delivery from Contracted Warehouses

6 Delivery Orders - CE

7 CE Delivery Order - Open Orders This process allows the CE to View orders not yet Processed by Warehouse or Submit NEW orders for delivery

8 CE Delivery Order - Open Orders Select Program Year and Click Continue Complete this process to view open or create new orders.

9 CE Delivery Order – Open Order Submit New Order? Click New Order

10 CE Delivery Order – New Order Click drop down arrow Select Delivery Location Click Continue Complete this process to create order per delivery site.

11 CE Delivery Order – New Order Select Delivery Location aka site name Remember – call or TDA if you need to add or remove a site.

12 CE Delivery Order – Delivery Location = Site Name

13 CE Delivery Order - Delivery Date Delivery Date based on Whse Route Schedule

14 CE Delivery Order – Bonus and Entitlement Categories 1 st column

15 CE Delivery Order – Allocated Column 2 nd Column Product Allocated to School

16 CE Delivery Order – Request Column 3 rd Column Requested quantity for applicable site Enter the qty of cases you are requesting for delivery to your site.

17 CE Delivery Order – Surplus Inventory = Not Allocated Inventory up for grabs.

18 CE Delivery Order – Surplus Must have Entitlement T o request surplus – CE must have available entitlement.

19 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.

20 CE Delivery Order – SAVE button If not requesting Surplus, click SAVE

21 CE Delivery Order - Finished Click Edit to return to order or Finished to complete order

22 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.

23 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.

24 View all Order Statuses Allows CE to view all order statuses.

25 CE Order Inquiry

26 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 CEs existing orders – regardless of status.

27 CE Order Inquiry – Order Status List Screen Open Order Inquiry - Best way to view all Orders submitted by CE

28 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

29 View Orders Shipped to Delivery Sites

30 CE Delivery Order - Shipping Inquiry

31 Statement of Commodities Allocated - NEW List of commodities allocated to date Statement of Commodities Shipped - NEW List of commodities shipped to date Weekly 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

32 Report Menu

33 Report Menu – Statement of Commodities Allocated Click Item link – Statement of Commodities

34 Statement of Commodities Allocated Program Year – select year Warehouse – select contracted warehouse name County Field – select county System defaults to your CE Name Click Create Report

35 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.

36 Statement of Commodities Shipped Click Item link – Statement of Commodities Shipped

37 Statement of Commodities Shipped Program Year – select year Warehouse – select warehouse name County – select county name System defaults to CE name Date Range defaults to full year Click Create Report

38 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.

39 Weekly Commodity Bulletin Click Item link – Weekly Commodity Bulletin

40 Program Year – Select Year Agency Name – defaults to CE Name Warehouse – Defaults to assigned Warehouse Click Create report.

41 Weekly Commodity Bulletin Account Status Account Status: Entitlement Column = Entitlement available for current school year Entitlement Usage = Entitlement used on Processing, DoD Fresh and Entitlement Allocations Entitlement Balance = Current Year Entitlement - Entitlement Used – Unfilled Requests – Admin Adjustments = Remaining Entitlement

42 Weekly Commodity Bulletin – Summary of ALL Commodities in Warehouse

43 Weekly Commodity Bulletin Commodities by Storage Sections

44 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.

45 Weekly Commodity Bulletin – Print Option Print Option

46 Phone: TEX-MEAL ( )

47 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 or call toll free (866) (Voice). Individuals who are hearing impaired or have speech disabilities may contact USDA through the Federal Relay Service at (800) ; or (800) (Spanish). USDA is an equal opportunity provider and employer.


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