Retro-updating Lunch Transactions to reflect the new lunch status for a student.
Get the internal student ID (student DCID) found on the ‘teacher comments’ page.
System > Page Data > Data Export Manager
Category = Database Extensions; Export from “U_lunch_Transactions”
Select all fields > Next
Filter by:
Patron ID = internal student ID (student DCID #)
Can also do some filtering for before an effective date (if needed)
Per transaction you’ll make 4 edits. You can only edit 1 field at a time. To edit all the fields at one time with the SAME field click “Edit All Transactions”. This will only change the ones that are shown
Item Price - amount of the item
Lunch Status - these are the db values
F = Free; R = Reduced; P = Paid
Net Effects - this is what happens to the overall effect of the balance
Debit - this is amount of how much it’ll be debited from the account.
Find the student and check out their transaction details.
*STOP: A student bought an extra milk with hot lunch and/or is cold lunch but brought a milk? The milk is paid in full.
Fixing the balance amount of the student post lunch transaction fix
Find the student > Group Functions > Student Field Value
Field to change = “balance1”
What to change to? = if ‘zeroing’ the balance out, then leave it blank.
If a parent has an imported balance and/or carry over balance from previous years with no deposits, set it back to the Start of Year (SOY) balance.
If a parent has an imported balance and/or carry over balance from previous years with deposits, do the math from SOY + deposits