wi commodity ordering system. allocations tab all commodity products that have been allocated to...

WI COMMODITY ORDERING WI COMMODITY ORDERING SYSTEMSYSTEM

Allocations Tab Allocations Tab

Allocations TabAllocations Tab

All commodity products that have been allocated All commodity products that have been allocated to your agency will be listed under the allocations to your agency will be listed under the allocations tab.tab.

This includes products your agency has been This includes products your agency has been allocated based on your annual commodity order, allocated based on your annual commodity order, as well as additional products allocated to your as well as additional products allocated to your agency on a fair-share basis.agency on a fair-share basis.


There are several types of allocations listed under There are several types of allocations listed under the “Allocations” tab:the “Allocations” tab:

Survey AllocationsSurvey Allocations

Fair-share AllocationsFair-share Allocations

Surplus RequestsSurplus Requests Surplus requests are covered in a separate training Surplus requests are covered in a separate training

and are therefore, not part of this presentation.and are therefore, not part of this presentation.


Survey allocations are created when annual Survey allocations are created when annual order survey requests are processed into order survey requests are processed into orders.orders.

Therefore, these types of allocations are for Therefore, these types of allocations are for record purposes and no modifications are record purposes and no modifications are allowed/possible.allowed/possible.


Fair-share products are products that DPI has Fair-share products are products that DPI has ordered and received into the state-contracted ordered and received into the state-contracted warehouses and are being offered out to agencies warehouses and are being offered out to agencies on a fair-share basis.on a fair-share basis.

The fair-share products are commodities that your The fair-share products are commodities that your agency has not yet requested, and your agency agency has not yet requested, and your agency must access the system to order and receive the must access the system to order and receive the products.products.


To access the “Allocations” tab, your To access the “Allocations” tab, your agency will need to log-into the “WI agency will need to log-into the “WI Commodity Ordering System.”Commodity Ordering System.”

1.1. Open your internet browser Open your internet browser

(Internet Explorer, Firefox, etc.)(Internet Explorer, Firefox, etc.)

2.2. Type in the following address in the Type in the following address in the address screen of the internet address screen of the internet

browser: browser: http://fns.dpi.wi.gov/fns_index

Accessing the WI Commodity Accessing the WI Commodity Ordering SystemOrdering System

http://fns.dpi.wi.gov/fns_index

Accessing the WI Commodity Ordering System

Accessing the WI Commodity Ordering Accessing the WI Commodity Ordering SystemSystem

3.3. Scroll down to the bottom of the page Scroll down to the bottom of the page to the “Order USDA Commodities” to the “Order USDA Commodities”

section.section.

4.4. Click on the “WI Commodity Ordering Click on the “WI Commodity Ordering System” link.System” link.


5.5. The log-in screen for the “WI Commodity The log-in screen for the “WI Commodity Ordering System” will be displayed.Ordering System” will be displayed.

6.6. Enter the User Id and Password for your Enter the User Id and Password for your agency.agency.

The User ID is the agency code assigned to your agency The User ID is the agency code assigned to your agency (same as the fiscal claim system).(same as the fiscal claim system).

The password is the 4 digit password assigned to your agency The password is the 4 digit password assigned to your agency (typically the same as the fiscal claim system).(typically the same as the fiscal claim system).


7.7. Once your are logged-into the commodity Once your are logged-into the commodity system, a message board will be displayed.system, a message board will be displayed.

Important commodity updates will be displayed Important commodity updates will be displayed on this message board and may change on a on this message board and may change on a daily/weekly basis.daily/weekly basis.

8.8. Read the message board and click on the Read the message board and click on the “Continue” button located at the bottom of the “Continue” button located at the bottom of the message message board screen.board screen.


9.9. Select the program year by clicking on the Select the program year by clicking on the desired program year.desired program year.

The program year is listed by the fiscal year.The program year is listed by the fiscal year.

Example: For school year 2008-09, click on program Example: For school year 2008-09, click on program year 2009.year 2009.


10.10. After your agency has selected the After your agency has selected the desired program year, click on the desired program year, click on the “Allocations” tab that is listed on the “Allocations” tab that is listed on the “School Food Authority Summary “School Food Authority Summary Screen.”Screen.”

Allocations Tab


11.11. All allocations created in the system All allocations created in the system will will continue to be displayed permanently continue to be displayed permanently

under the allocations tab. under the allocations tab.

12.12. The most recent allocations will be at The most recent allocations will be at the top of the “Allocations” tab screen.the top of the “Allocations” tab screen.


13.13. As mentioned earlier, no modifications are As mentioned earlier, no modifications are required or allowable for survey allocation required or allowable for survey allocation records.records.

14.14. All survey allocation records will have a All survey allocation records will have a “SVY” in the name listed under the “SVY” in the name listed under the “Alloc Id” “Alloc Id” column (Allocation column (Allocation Id column).Id column).


IMPORTANT: Since additional fair-share allocations and IMPORTANT: Since additional fair-share allocations and surplus requests may be added onto the monthly survey surplus requests may be added onto the monthly survey allocations, the amounts listed under each survey allocation allocations, the amounts listed under each survey allocation can not be used as a final order document.can not be used as a final order document.

Therefore, final commodity amounts for each month should Therefore, final commodity amounts for each month should be obtained by accessing the “Orders” tab in the be obtained by accessing the “Orders” tab in the commodity system.commodity system.

Survey Allocations


15.15. Since survey allocations can not be Since survey allocations can not be modified, all survey allocations will modified, all survey allocations will

only only have a “View” button listed to the far-have a “View” button listed to the far-right of the survey allocation name.right of the survey allocation name.

16.16. To “View” the amounts listed on the To “View” the amounts listed on the desired survey allocation, click on the desired survey allocation, click on the “View” button.“View” button.

Survey Allocations


17.17. As mentioned earlier, fair-share As mentioned earlier, fair-share products will only be received if your products will only be received if your agency accesses the system and agency accesses the system and accepts the products through the fair-accepts the products through the fair-share allocations process.share allocations process.

18.18. If available, fair-share allocations will If available, fair-share allocations will be available from the 3be available from the 3rdrd – 10 – 10thth of of

each each month, for delivery the following month, for delivery the following month.month.


19.19. Fair-share allocations may or may not Fair-share allocations may or may not be available each month.be available each month.

20.20. Therefore, your agency will need to Therefore, your agency will need to access the system from the 3access the system from the 3rdrd – 10 – 10thth of of each month to check for availability.each month to check for availability.


21.21. Fair-share allocations will have “Alloc” Fair-share allocations will have “Alloc” listed listed in the name of the allocation under in the name of the allocation under the “Alloc the “Alloc Id” column (Allocation Id column).Id” column (Allocation Id column).

22.22. If a fair-share allocation is still open for If a fair-share allocation is still open for ordering, the allocation will have both a ordering, the allocation will have both a “View” “View” and “Edit” button listed to the far-right and “Edit” button listed to the far-right of the of the allocation name.allocation name.

23.23. After the ordering period, there will only be After the ordering period, there will only be a a “View” button and requesting product from “View” button and requesting product from

this allocation will no longer be available.this allocation will no longer be available.

Faire-share Allocations


24.24. To request product during the open To request product during the open request period for a fair-share request period for a fair-share

allocation, click on the “Edit” button that allocation, click on the “Edit” button that is is located to the far-right of the located to the far-right of the allocation allocation name.name.

Fair-share Allocations


25.25. Your agency will now see the Your agency will now see the commodity products and amounts that commodity products and amounts that are available to your agency for this are available to your agency for this allocation.allocation.


26.26. Listed under the “Alloc Qty” column Listed under the “Alloc Qty” column for for each commodity is the amount of each commodity is the amount of cases cases that your agency has been that your agency has been allocated.allocated.

27.27. The system automatically pre-fills The system automatically pre-fills the the quantity that your agency has been quantity that your agency has been

allocated in the “Accept Qty” allocated in the “Accept Qty” column.column.

Fair-share AllocationFair-share Allocation

28.28. If your agency wants none or less than the If your agency wants none or less than the amount amount that has been allocated to your agency, fill that has been allocated to your agency, fill in the in the amount desired for each product in the “Accept amount desired for each product in the “Accept Qty” Qty” column.column.

29.29. To change the desired amount to less than your To change the desired amount to less than your agency has been allocated, use the tab button.agency has been allocated, use the tab button.

30.30. This will highlight the figure that has been pre-This will highlight the figure that has been pre-filled filled and you may now enter the desired amount.and you may now enter the desired amount.

31.31. If none is desired, enter a zero.If none is desired, enter a zero.


32.32. After your agency has entered the After your agency has entered the desired number of cases for all desired number of cases for all allocated products, click on the “Next allocated products, click on the “Next Page” button that is located at the Page” button that is located at the bottom bottom of the screen.of the screen.


33.33. Your agency will now be taken to a Your agency will now be taken to a summary/confirmation page of all requested summary/confirmation page of all requested products.products.

34.34. Review all of the numbers in the “Accept Qty” Review all of the numbers in the “Accept Qty” column to ensure the accuracy of all numbers column to ensure the accuracy of all numbers requested.requested.

35.35. Once the numbers are confirmed, click on the Once the numbers are confirmed, click on the “Accept” button that is located at the bottom of “Accept” button that is located at the bottom of the screen.the screen.


36.36. Once your allocation has been Once your allocation has been processed, you will be taken back to processed, you will be taken back to the “Allocations” tab.the “Allocations” tab.

37.37. To verify the amounts requested, To verify the amounts requested, click click on the “View” button that is located to on the “View” button that is located to

the far-right of the allocation name.the far-right of the allocation name.

wi commodity ordering system. allocations tab all commodity products that have been allocated to...

Documents

commodity system

wi commodity ordering

wi commodity ordering

wi commodity ordering

wi commodity ordering

allocations tab screen

types of allocations

annual commodity order