The AGRIS 18.1.0 release has added:

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With this enhancement you can:

• Simplify the process of reporting per-unit retain amounts to the IRS. 
• Improve the accuracy of the value based per-unit retain amounts for reporting to the IRS. 
• Reduce time and effort to use and post desired Per-Unit Retain Allocations based on the desired method (Gross, Value, Net).

Navigation:  PAT > Report Manager > Advanced Reports > 1) Print Standard Reports

A.  The Per-Unit Retain Allocation Report

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• These are the default settings for the report.
• The Yes / No flags allow you to choose what settlement types to include or exclude in the report.
• The Patron Name id must be flagged as YES or Withholding for ACCUMULATE PATRONAGE.
  Name/address > name id maintenance > select name > general information.

Report sample:

• Shaded rows represent the total of the Delivery Sheets for that particular settlement. 
• "Sheet Purged" means that the underlying Delivery Sheet was purged.  Thus the Per-Unit Retain Allocation amounts for all three methods will be "Net" settlement.
• The totals at the bottom show totals for the different settlement types selected on the report based on the Per-Unit Retail Allocation method (i.e., Gross, Value, Net). "N/A" appears when the settlement type flag is set to "N".  The sum of each settlement column by Per-Unit Retain Allocation method totals the respective column total in the "Total Patrons" area.  
• The report shows the amounts for all three methods in the right columns.

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