Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

The AGRIS 18.1.0 release has added:

...

With this release, the summary messages reflect what actually occurred, along with a total of what was processed. 
Line 1 - No equity or stock transactions or stock credits found that met the criteria (equity or stock transactions or stock credits will only display if not processed. This line will be blank if all three processed) 
Line 2 - ###.## total payback for equity and stock transactions and stock credits (equity or stock transactions or stock credits will only display if processed) 

Examples:



AGS-3037 Name/Address - Enhance Name/Address maintenance to update name id type and miscellaneous name codes in patronage system's activity and transaction records.

Name/Address maintenance has been enhanced to apply name id type and six miscellaneous name code changes to patronage system's activity and transaction records. 

In Name/Address System Integration, user you can specify the name code pagronage patronage update operation.  There are three options for each record type, activity and transaction.  Both record types have "no update" and "update all" options. For activity and transaction records the user also has the option to update "unrefunded activity only" and "active stock\equity only" respectively.  During name/address maintenance save data process, patronage update options are applied.


  • Navigation: Name/Address > Setup Information > System Integration


Image Modified


Image Modified

AGS-720 Detailed Audit for Reversed Patronage Transactions.

Watn to minimize time and effort to understand Patronage transactions, including voids and reversals?

A new transaction audit table has been added which has a table structure based on the existing transaction table plus some additional audit fields. Transaction records that are deleted from the transaction table will be moved to this new transaction audit table during shows voided records from the transaction reversal process. A new Transaction audit report has been added which Audit Report includes information such as who did it, when, and the workstation. 


  • Navigation: Patronage > Patronage Transactions > Transaction Audit Reports

Example Report:
Image RemovedImage Added

AGS-2678 Patronage Account Balance Inquiry - Stock Credits now are validated when running "correct" option.

During the purge process stock credit transactions that are being purged will be moved to a new to tranaction audit table.
In Patronage Account Balance Inquiry the Correct Button has been enhanced to display 3 correction options for Equity, stock, and stock credits which will default to Y, Y, and N respectively. When correcting stock credits, the stock credit value will be calculated by accumulating stock credits from the transaction table and the new transaction audit table.


  • Navigation: Patronage > Account Balance Inquiry

...