Miscellaneous Tab

Parent Last Name / Parent First Name

This information is used for student bills and letters.

Parent E-Mail

• Enter the parent's email address here.

Address

This information is used for student bills and letters.

Parent Name and Address

Information on this screen is for POS only. It does not update the Head of Household Name and Address in Student Eligibility.

Charges

• Select the charging status for this account. This controls what the student can charge.

  • S = Strict Meals Only
    • Selecting this Default Charge means that the student account must have a positive balance at the end of the transaction to charge milk or supplemental sales. Example: If the student’s account balance is -$2.65, and they come through the line to purchase a Reimbursable Meal for $2.30 and a Milk for ($0.80), and add $5.00 to their account, they will only be able to purchase the Reimbursable Meal ($2.30) since the balance at the end of the transaction will still be negative.

    -$2.65	Previous Balance
    $2.30	Reimbursable Meal
    $0.80	Milk
    $5.00	Payment to Account
    -$0.75	Balance at the end of transaction

   

  • M = Meals only.
    • Charges for supplemental sales (including milk) will not be allowed. It will give a message for type 1 meals if the charge balance goes over the site limit.
  • K = Milk Only
    • One milk charge per student for a serving session.
  • B = Both Meal and Milk
    • One meal charge and one milk charge per student for a serving session.
  • Y = Allow charges.
    • It will give a message if the charge balance goes over the site limit.
  • N = No charges are allowed.

Charge Limits by Status

This controls how much the student is allowed to charge. The limit can be based on the dollar amount or the number of meals. You can use the site-based limits or customize individual accounts.

• If the account has customized settings, you will see Set by: Student here.  It will say Set by: Site if it is using the default setting.

• If an account’s Site changes they will keep any custom settings.

• If an account’s Status is changed (from any source, not just account setup), any customized settings will be cleared and the account will be set back to the site default settings.

A La Carte Purchases

• You can set a daily, weekly, or monthly limit for A La Carte purchases.

  • This is for all A La Carte purchases, not just charges.
  • A La Carte refers to anything that does not have nutrition code 1 (type 1 meal).
  • Weekly is Sunday to Saturday.  Monthly is the current calendar month.
  • If you select Not to Exceed and leave the amount set to zero, all A La Carte sales will be prohibited.

A La Carte Settings with Transfers