Milk Audit Notes

This feature stores recordkeeping notes about milk audits. Milk audits are done to compare milk purchases to milk usage to make sure there isn't a shortage.

To use this feature:

• Click on "Milk Audit" on the main dashboard

• Select the milk audit for which you would like to add a note
• Scroll to the bottom of the page and type your notes in the text box

• Click the blue Save button to save the note

• 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
• The amount of milk can be decreased using a Manual Decrease
• 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 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