Finalize a Milk Audit
This feature allows users to finalize a milk audit in order for a claim to be created.
To use this feature:
- Click on Milk Audit from the main site dashboard
- Select the milk audit you would like to finalize
- Scroll down the page and click on the button labeled "Finalize Milk Audit"
- If the button is not visible, it means that the milk audit is already finalized or the claim month is not complete yet.
- A milk audit cannot be un-finalized. If the milk audit needs to be reverted, the milk audit will need to be deleted, which will also delete
- Carryover balance
- Manual increase
- Manual decrease
- Milk audit notes
- Milk purchases entered in the Expenses feature are automatically pulled into the milk audit
- The amount of milk available can be increased using
- The amount of milk used can be adjusting using manual decreases
- Notes can be added to the Milk Audit for recordkeeping
- The milk audit by month compares monthly purchases to monthly usage. This means that we do not compare the dates of milk purchases with the dates of milk usage to determine if the center or site ran out of milk at any point during the month. If you would like this more precise calculation, you may consider using the Milk Audit by Day.
- 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 and any milk audit notes 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