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Searching for a Sponsor

 

 

 

 

Searching for a Sponsor

 

For most School Nutrition Programs functions, the Sponsor must be search for and selected prior to beginning any task. When the Sponsor Search screen displays, a Sponsor can be searched for using all or part of the Sponsor’s ID, Name, or any other combination of parameters provided on this screen.

 

1.On the menu toolbar, select Search to access the SNP Search Options screen.

Search Options Screen

2.Select Sponsor Search.

3.Enter search parameters. 

4.Select Search.

5.Select the appropriate Sponsor.

 

Tip: The Sponsors List displays based upon the search criteria entered. If no selections were made, the list displays all available Sponsors with the designated status (default is “Active”). To display all Sponsors, leave all search parameters blank and select Search. Users will only see Sponsors associated with their user account.

 

Sponsor Search Screen

Parameter

Type of Search

Search Features

IRN

“includes”

If in combination with the Sponsor Name, the IRN takes precedence

If in combination with any other parameter, all parameters are used to perform the search

Sponsor Name

“includes”

If in combination with the Sponsor ID, the ID takes precedence; this parameter is ignored

If in combination with any other parameter, all parameters are used to perform the search

 

FEIN

“includes”

If in combination with the Sponsor ID, the search is performed using both the ID and this parameter

If in combination with any other parameter, all parameters are used to perform the search

County

Packet Status

Field Service Rep

Packet Assigned To

Program Region

Program Status

“exact match”

If in combination with the Sponsor ID, the search is performed using both the ID and this parameter

If in combination with any other parameter, all parameters are used to perform the search

 

Sponsor Status

“exact match”

Required; defaults to “Active”

If in combination with any other parameter, all parameters are used to perform the search.

 

If the “Search all available Programs” checkbox is checked, the results display changes in appearance. The system will ignore all search criteria except for the Sponsor ID and Status. If the Sponsor name is entered, and no ID is entered, the system will ignore all search criteria except for Sponsor Name. If no parameters are entered, the system will retrieve all Sponsors in all programs.

Sponsor Search Screen – “Search all available Programs” example

 

 

 

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