Sponsors

The Sponsors menu item allows users to quickly select a new sponsor to work with within the CNIPS application. A sponsor must be selected within CNIPS in order to access most program functions.

 

Sponsor Search

For most School Nutrition Program functions, you must search for and select a Sponsor before beginning any task using the Sponsor Search function.

Sponsor Search allows you to search for the sponsor using all or part of the sponsor’s Legacy Agreement Number, CNIPS ID, Sponsor Name, or Vendor Number or you can display a list of all sponsors. The search result displays in the Sponsors List below the search criteria.

 

Accessing Sponsors

On the blue menu bar, click Sponsors. The Sponsor Search screen displays.

Enter all or a portion of the CNIPS ID, Sponsor Name, Vendor Name or Legacy Agreement Number in the respective text box, and then click Search. You may limit your search to Sponsors within a specific County, Packet Status, Region or Enrollment Status, or associated to a specific Field Service Rep or Packet Assigned To a specific individual by selecting the desired choice from the respective drop-down list. The Sponsors List displays based on the selected criteria. If no choices were made the list displays all of the available Sponsors.

Click the sponsor you wish to work with.

 

Selecting a Sponsor

On the blue menu bar at the top of the page, click Sponsors. The Sponsor Search screen displays.

Enter all or a portion of the CNIPS ID, Sponsor Name, Vendor Name or Legacy Agreement Number in the respective text box.

Click Search. You may limit your search to Sponsors within a specific County, Packet Status, Region or Enrollment Status, or associated to a specific Field Service Rep or Packet Assigned To a specific individual by selecting the desired choice from the respective drop-down list.

Click the sponsor you wish to work with.


Adding a New Sponsor

On the blue menu bar, click Sponsors. The Sponsor Search screen displays.

Click Add New Sponsor. The Sponsor Profile screen displays.

Enter the CD Code.

Enter the Sponsor Name.

Enter the Legacy Agreement Number, if applicable.

Enter the Federal Identification No.

Select the Region.

Enter the Vendor Number.

Select the School Code.

Select the Program(s) the Sponsor will operate.

Select the types of Claims the Sponsor will report.

Select the Sponsor Status.

Click Save. A confirmation screen displays.

Click <Edit to return to the Sponsor Profile screen you just modified or click Finish to display the Sponsor Profile Menu screen for the new Sponsor.