Distribution Pounds by County Report with

XML Export

Purpose of this document

The Distribution Pounds by County Report in Ceres includes an option to generate an XML file for upload to HungerNet. This document covers the export process.

Ceres Object release 6.00.00 is required for the functionality described in this document.

TABLE OF CONTENTS

• Setup
• Distribution Pounds by County Report

Setup

Prior to generating the Report and/or XML file for upload to HungerNet, the following setup steps need to be completed. For an even longer review see the Feeding America Reporting Procedure.

1. UNC County Codes
   1. Verify with Feeding America that the import process has been run to populate the UNC County Codes.
   2. UNC County Codes can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “UNC Counties” in “Tell me what you want to do” then selecting “UNC Counties” from the results in the Go to Pages and Tasks section OR by selecting the “UNC Counties” menu action (if present) from your Role Center home page.

2. Link the FBC County Code to the appropriate UNC County FIPS Code.
   1. FBC County Codes can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “FBC County” in “Tell me what you want to do” then selecting “FBC County” from the results in the Go to Pages and Tasks section OR by selecting the “FBC County” menu action (if present) from your Role Center home page.
   2. For each FBC County Code listed, select the appropriate UNC County FIPS Code from the edit assist list or enter it manually.

3. Mobile Pantry Drops Indicator.

1. An indicator has been added to the Agency Card, Information Tab to designate if Agency Orders from the Agency should be considered.
2. The Agency List can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Agencies” in “Tell me what you want to do” then selecting “Agencies” from the results in the Go to Pages and Tasks section OR by selecting the “Agencies” menu action (if present) from your Role Center home page.

3. If the Mobile Pantry indicator on the Agency Card is selected, the user will be prompted with the following:

A “Yes” answer will set the Mobile Pantry indicator on the Agency Card and on all posted Agency Orders for that Agency. The Mobile Pantry Drop indicator will also be defaulted to “Yes” for any new Agency Orders for this Agency.

A “No” answer will set the Mobile Pantry indicator on the Agency Card and the Mobile Pantry Drop indicator will be defaulted to “Yes” for any new Agency Orders for this Agency. No existing transactions will be updated.

Note: While the Mobile Pantry indicator will be defaulted to “Yes” on any new Agency Orders, the indicator can be set to “No” on an Agency Order if that specific Agency Order is not a Mobile Panty Drop.

Distribution Pounds by County Report

1. Distribution Pounds by County can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “Distribution Pounds by County” in “Tell me what you want to do” then selecting “Distribution Pounds by County” from the results in the Go to Reports and Analysis section OR by selecting the “Distribution Pounds by County” menu action (if present) from your Role Center home page.

2. This will open the request page.

3. If the Export XML option is not selected:
   1. The report can be run for any Begin Date and End Date.
   2. The XML file will not be created.
4. If the Export XML option is selected:
   1. The report can only be run for a Begin Date and End Date that spans a complete Month or Quarter depending upon which Report Type has been selected.
   2. The Report Type “Monthly” or “Quarterly” must be selected and match the period covered by the Begin Date and End Date.
   3. The Period Number must be specified and match the Report Type selected and the period covered by Begin Date and End Dates.
   4. The XML file will be downloaded to the user’s computer.

5. The XML file will be named by process as follows:

6. Amounts on both the Report and XML Export are now rounded to the nearest whole number.

7. If a County is included on the Report and/or XML Export and does not have a UNC Count FIPS Code associated with it, the user will receive the following message upon running the report and/or export.

To resolve this error, review the FBC County Codes list to ensure that every county listed has a UNC County FIPS Code specified.

8. The number of Mobile Pantry Drops has been added to the printed report to the right of the Agency Count field.