Contracting Entity Search
Note: If you are associated with only one Contracting Entity, you will be unable to access the Contracting Entity Search screen. The system will always default to the Contracting Entity’s data.
For most CACFP functions, you must search for and select a Contracting Entity using the Contracting Entity Search function before beginning any task. When the Contracting Entity Search screen displays, you can search for the Contracting Entity using all or part of the Contracting Entity’s ID, Name, or any other combination of parameters provided on this screen.
To search for a Contracting Entity
1. On the menu bar, select Search. [If the Contracting Entity Search screen is already displayed, begin at Step 2.] The Contracting Entity Search screen displays.
2. Select Contracting Entity Search.
3. Enter search parameters. Full or partial values are allowed in the textboxes.
4. Select Search.
5. Select the Contracting Entity you wish to access.
TIP: The Contracting Entities List displays based upon the search criteria entered. If no selections were made, the list displays all available Contracting Entities with the designated status (default is “Active”). To display all Contracting Entities, leave all search parameters blank and select Search. |
Note: Users will only see Contracting Entities associated with their user account (e.g. ESC users will only see Contracting Entities in their region).
The search parameters follow a specific set of rules.
If the type of search is identified as “includes”, the system will search for any Contracting Entity that includes the parameter in any portion of the selected field. For example, if the user entered “386” in the CE ID parameter, the system will retrieve Contracting Entities with CE IDs of “00386” and “01386”.
If the type of search is “exact match”, the system will search only for any Contracting Entity that exactly matches the parameter. For example, if the user selected “Collin” in the County parameter, the system will retrieve all Contracting Entities associated with the county of Collin.
If no parameters are entered, the system will retrieve all Contracting Entities in all programs.