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Texas Department of Agriculture USDA FOODS UPDATE

Texas Department of Agriculture USDA FOODS UPDATE. TX-UNPS Contract and Survey Highlights CE Delivery Order Form - Guide. TX-UNPS FDP: Screens in Progress. Still to Come in TXUNPS. -CE Delivery Order Form -Reports July 15, 2012. CE Delivery Order Form.

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Texas Department of Agriculture USDA FOODS UPDATE

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  1. Texas Department of AgricultureUSDA FOODS UPDATE TX-UNPS Contract and Survey Highlights CE Delivery Order Form - Guide

  2. TX-UNPS FDP: Screens in Progress

  3. Still to Come in TXUNPS -CE Delivery Order Form -Reports July 15, 2012

  4. CE Delivery Order Form Submit and Track USDA Food Orders for delivery from Contracted Warehouses

  5. Delivery Orders - CE

  6. CE Delivery Order - Open Orders This process allows the CE to View orders not yet Processed by Warehouse or Submit NEW orders for delivery

  7. CE Delivery Order - Open Orders Complete this process to view open or create new orders. Select Program Year and Click Continue

  8. CE Delivery Order – Open Order Submit New Order? Click New Order

  9. CE Delivery Order – New Order Complete this process to create order per delivery site. Click drop down arrow Select Delivery Location Click Continue

  10. CE Delivery Order – New Order Select Delivery Location aka site name Remember – call or email TDA if you need to add or remove a site.

  11. CE Delivery Order – Delivery Location = Site Name

  12. CE Delivery Order - Delivery Date Delivery Date based on Whse Route Schedule

  13. CE Delivery Order – Bonus and Entitlement Categories 1st column

  14. CE Delivery Order – Allocated Column 2nd Column Product Allocated to School

  15. CE Delivery Order – Request Column 3rd Column Requested quantity for applicable site Enter the qty of cases you are requesting for delivery to your site.

  16. CE Delivery Order – Surplus Inventory = Not Allocated Inventory up for grabs.

  17. CE Delivery Order – Surplus Must have Entitlement T o request surplus – CE must have available entitlement.

  18. CE Delivery Order – Surplus cont’Calculate Entitlement Button System will either accept or reject qty entered. IF not sufficient entitlement, reduce qty. If requesting surplus, click Calculate Entitlement

  19. CE Delivery Order – SAVE button If not requesting Surplus, click SAVE

  20. CE Delivery Order - Finished Click Edit to return to order or Finished to complete order

  21. CE Delivery Order – Create Another Order? System now displays an order. Earlier the system valid data. After creating order, system navigates to Open Order Screen. Create Another Order? Click New Order Button

  22. CE Delivery Order – Modify/Delete Order? If whse has processed order, only view option is available. Until Warehouse “Processes” the Open Orders, CE can modify or delete order.

  23. CE Order Inquiry View all Order Statuses Allows CE to view all order statuses.

  24. CE Order Inquiry

  25. CE Order Inquiry –Order Status Search Screen This is basically a search screen to view all of a CE’s existing orders – regardless of status. Order Status – search by All, Open, Processed, Shipped (ignore invoiced)

  26. CE Order Inquiry – Order StatusList Screen Open Order Inquiry - Best way to view all Orders submitted by CE

  27. Order Statuses • Open = CE can make Changes to Order • Processed = CE has to call warehouse to make changes • Shipped = Warehouse has shipped order to school • Invoiced = Ignore Invoiced status; to be used by warehouse only. • This is a Legend of all order statuses

  28. Shipping Inquiry View Orders Shipped to Delivery Sites

  29. CE Delivery Order - Shipping Inquiry

  30. Reports Statement of Commodities Allocated - NEW List of commodities allocated to date Statement of Commodities Shipped - NEW List of commodities shipped to date Weekly Commodity Bulletin – Similar to current report in TCS. Includes Entitlement and PAL Account Status and list of USDA Food stored at the contracted warehouse ***All real time data

  31. Report Menu

  32. Report Menu – Statement of Commodities Allocated Click Item link – Statement of Commodities

  33. Statement of Commodities Allocated Program Year – select year Warehouse – select contracted warehouse name County Field – select county System defaults to your CE Name Click Create Report

  34. Statement of Commodities Allocated Option to export and save report to Excel or other format Report includes Entitlement and Bonus allocations. Able to print as well.

  35. Statement of Commodities Shipped Click Item link – Statement of Commodities Shipped

  36. Statement of Commodities Shipped Program Year – select year Warehouse – select warehouse name County – select county name System defaults to CE name Date Range defaults to full year Click Create Report

  37. Statement of Commodities Shipped Option to export and save report to Excel or other format Report includes Entitlement and Bonus USDA Foods shipped to CE. Able to print as well.

  38. Weekly Commodity Bulletin Click Item link – Weekly Commodity Bulletin

  39. Weekly Commodity Bulletin Program Year – Select Year Agency Name – defaults to CE Name Warehouse – Defaults to assigned Warehouse Click Create report.

  40. Weekly Commodity BulletinAccount Status Account Status: Entitlement Column = Entitlement available for current school year Entitlement Usage = Entitlement used on Processing, DoD Fresh and Entitlement Allocations Entitlement Balance = Current Year Entitlement - Entitlement Used – Unfilled Requests – Admin Adjustments = Remaining Entitlement

  41. Weekly Commodity Bulletin – Summary of ALL Commodities in Warehouse

  42. Weekly Commodity BulletinCommodities by Storage Sections

  43. Weekly Commodity Bulletin – Expected Shipments into the Contracted Warehouse Click Export to Excel to save report in Excel Format. Click Cancel to return to previous screen.

  44. Weekly Commodity Bulletin – Print Option Print Option

  45. Questions? Email: commodityoperations@texasagriculture.gov Phone: 1-877-TEX-MEAL (1-877-839-6325)

  46. Funding Statement: The Texas Department of Agriculture's Food and Nutrition Division is funded by the U.S. Department of Agriculture, Food and Nutrition Service. Civil Rights Statement: In accordance with Federal Law and U.S. Department of Agriculture policy, this institution is prohibited from discriminating on the basis of race, color, national origin, sex, age, or disability. To file a complaint of discrimination, write USDA, Director, Office of Adjudication, 1400 Independence Avenue, SW, Washington, D.C. 20250-9410 or call toll free (866) 632-9992 (Voice). Individuals who are hearing impaired or have speech disabilities may contact USDA through the Federal Relay Service at (800) 877-8339; or (800) 845-6136 (Spanish). USDA is an equal opportunity provider and employer.

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