Manual Increase of the Amount of Milk Available for a Milk Audit
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 third 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 manual increase
- Make the selections for the increase:
- Reason: select from Opening Balance, Parent-Provided, Purchased or Reused from Share Table.
- Fluid Milk Type
- Amount and Units
- Click the blue "Save" button to the right of the manual increase line
Milk increases that were added using the Manual Increase will have a checkbox next to them.
- 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 by adding the Carryover Balance from the Prior Month
- 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