Carryover Milk Balances from Prior Months
Milk audits are done to compare milk available to milk usage to make sure there isn't a shortage.
Milk available can come from three places:
- Milk purchases entered in the Expenses feature are automatically pulled into the milk audit.
- You can carryover the milk balance from a prior month
- Manually increase the amount of milk available
The second method is the subject of this article.
To use this feature:
- Click on Milk Audit from the main site dashboard
- Select the milk audit for which you would like to add a carryover balance
- Click the button "Copy closing balance from prior month to opening balance"
- Entries added by copying the closing balance from prior month will be marked with Reason "Opening Balance"
- You must create a milk audit by month or milk audit by day before you can adjust the carryover balance
- Milk purchases entered in the Expenses feature are automatically pulled into the milk audit
- The amount of milk available can also be increased using Manual increases
- The amount of milk used can be adjusting using manual decreases
- Notes can be added to the Milk Audit for recordkeeping
- Before a claim can be created, a milk audit needs to be finalized
- Requirements for when a milk audit needs to be completed and whether claim adjustments are made for milk audit shortages is controlled by the Milk Audit Requirement setting
- Meals with food production records showing that not enough milk was prepared can result in disallowed meals, depending on the Milk Shortage Policy.
- Milk Audit Units can be displayed in cups or gallons.
- A summary of the milk audit results can be included in the Claim Summary Report at the sponsor level or the Claim Summary Report at the site level
- The Milk Purchased Report has information about milk available
- The Milk Served by Type Totals Report shows the amount of milk that should have been used based on meal participation by day, week or month