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:
Example AGRIS Activity log entry for Patron Refund:
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
Example AGRIS Activity log entry for Patron Refund:
AGS-2802 When creating stock/equity payback for credits only, Messages of what has occurred is now updated.
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 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
