Overview
Use this job aid to view stock, stock credit, and equity values for one patron.
To view stock and equity balances:
From the Toolbar, click PAT or Patronage.
From the Patronage menu, select Patron History, and then select Stock/Equity Balances.
In the Patron Name Id box, click Lookup or type * and press Enter, and then select the patron name id you want to view transaction history for.
Click OK.
In the Option box, type a letter A through E to display transaction detail.
