Donor-Agency/Agency-Donor Overview

Purpose of this document

Donor-Agency / Agency-Donor functionality has been added to the Donor and Agency to assist with tracking the Donor/Agency assignments for retail recovery.

Ceres Object release 6.00.14 is required for the functionality described in this document.

TABLE OF CONTENTS

• Overview 
• Donor
  • Donor Agencies
• Agency
  • Agency Donors

Overview

In order to facilitate and track Donor/Agency assignments for retail recovery a Donor-Agencies or Agency-Donors page has been added to the Donor and the Agency. The data entered into the Donor-Agencies / Agency-Donors page is available for reporting via Jet Reports.

Donor

The Donor List can be accessed by selecting “Search” from the Dynamics 365 Business Central Banner and entering “donors” in “Tell me what you want to do” then selecting “Donors” from the results in the Go to Pages and Tasks section OR by selecting the “Donors” menu action (if present) from your Role Center home page.

A “Donor Agencies” menu action has been added to the Donor List and Donor Card under Related à Donor. 

Donor Agencies

The Donor Agencies page is where you record the Agencies related to this Donor for retail recovery.   If an Agency is added via this page the Donor will automatically be reflected on the Agency-Donor page accessed via the Agency List/Card.

Fill in the fields as needed; any number of Agencies can be linked to a Donor.  

Agency No.:  This is the main identifier for the Agency and can be selected via the lookup.  If a Food Bank Pick, no Agency would be specified.

Agency Name:  This is the name of the Agency and will be automatically populated based upon the Agency No. selected.

Partnership Agreement Date:  Date that the Agency Partnership Agreement with the Food Bank was signed.

Setup on MC:  Is the Agency setup on MealConnect?

Direct Drop: Is this Donor/Agency setup for direct drops (e.g. drop ship)?

Agency Pickup: Will the Agency pickup directly from the Donor?

Food Bank Pickup: The Location Code where the product will be stored after being picked up by the Food Bank; no Agency would be specified.

Days of the week (Sunday to Saturday):  Agreed upon days of the week that the Agency will pickup from the Donor.

Notes:  250 character text field for miscellaneous notes.

Agency

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 from your Role Center home page.

An “Agency Donors” menu action has been added to the Agency List and Agency Card under Related à  Agency.   

Agency Donors

The Agency Donors page is where you record the Donors related to this Agency for retail recovery. If a Donor is added via this page the Agency will automatically be reflected on the Donor-Agencies page accessed via the Donor List/Card.

Fill in the fields as needed; any number of Donors can be linked to an Agency.  

Donor No.:  This is the main identifier for the Donor and can be selected via the lookup.

Donor Name:  This is the name of the Donor and will be automatically populated based upon the Donor No. selected.

Direct Drop:  Is this Donor/Agency setup for direct drops (e.g. drop ship)?

Agency Pickup: Will the Agency pickup directly from the Donor?

Food Bank Pickup: The Location Code where the product will be stored after being picked up by the Food Bank; no Agency would be specified.

Days of the week (Sunday to Saturday):  Agreed upon days of the week that the Agency will pickup from the Donor.

Notes:  250 character text field for miscellaneous notes.