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.

When the Sponsor Search screen displays, you can 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.


Searching for a Sponsor

On the 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.

Click Search.

Click the sponsor you wish to access.

 

To add a new sponsor

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

Click Add New Sponsor.
The Sponsor Profile screen displays.

Enter the CD Code, if applicable.

Enter the Sponsor Name (not required if CD code is entered).

Enter the Federal Identification No (not required).

Select the Region (required).

Enter the Vendor Number (the system does not require this, but needed prior to claiming).

Select the School Code (required).

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.


Assigning Multiple Sponsors

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

Click Sponsor Search.

Click the Assign Multiple Sponsors link. 

Select an Assigned Consultant from the dropdown.

Select which Sponsors to assign to the assigned consultant.

Click the Assign Consultant to Checked Sponsors button.

Click <Edit to return to the Application Packet Multi-Assignment screen you just modified or click Finish to display the Sponsor Search screen.