Manual Decrease 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 usage can come from three places:
- Meal attendance data
- Food production records
- Manual adjustments
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 decrease
- Make the selections for the decrease:
- Reason: select from Additional Servings or Waste/Spoilage
- Fluid Milk Type
- Amount and Units
- Click the blue "Save" button to the right of the manual decrease line
You can see that manual decreases are entered into the milk audit with the reason selected when creating the decrease.
- You must create a milk audit by month or milk audit by day before you can use this feature
- 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 or doing a Manual Increase
- 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