The AGRIS 18.1.0 release has added:

AGS-719 Patron Refund - Save the Patron Refund Information and the Transaction Numbers created to the AGRIS Activity log (like ACR Statement parameters)

Need to:

• Improve ability to record settings used for patronage refunds?
• Reduce time to understand the patronage refund settings?

The AGRIS Activity log will now contain the Patron Refund parameters and Transaction Numbers that were created, similar to how the A/R Statement parameters are logged.  The Patron Refund parameters are stored, along with any applicable setup information.

• Navigation: Utilities > Activity Log > Select new Activity Number for Patronage Transaction Processing:

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• Example AGRIS Activity log entry for Patron Refund:

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AGS-2292 Patron Refund - Ability to generate refunds based on a range of patron name ids

Patronage Refund process now includes support for generating refunds based upon a patron id selection range.  The patron id range paramters are recorded in the AGRIS Activity log.  The patron id range parameters are not retained as part of Patronage setup information.

• Navigation: Patronage > Patronage Transactions > Patronage Refunds

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• Example AGRIS Activity log entry for Patron Refund:

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AGS-2802 When creating stock/equity payback for credits only, Messages of what has occurred is now updated.

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Examples:

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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 can specify the name code pagronage 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

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AGS-720 Detailed Audit for Reversed Patronage Transactions.

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 the transaction reversal process. A new Transaction audit report has been added which includes information such as who did it, when, and workstation. 

• Navigation: Patronage > Patronage Transactions > Transaction Audit Reports

Example Report:
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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

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