Patronage Stock/Equity Payback (Stock Credits)

Overview

This option allows users to pay back or adjust patron stock, stock credits **, and equity. 

Eligible Patronage Transactions

Pay back / adjustment process evaluates eligible patronage transactions against designated selection criteria.  

Eligible patronage transactions have:

1. Transaction Location - Equal to patronage location identified in Setup Information - Stock Class Information.  If patronage location is not identified, then eligible transaction are selected based on AGRIS session location.
   
   and
   
   
   

2.  Transaction Types - Equal to Patronage Refund (1), Stock Sold (2), Stock/Equity Transfer (5), or Source Allocation (6).
   
   and
   
   
   

3. Distribution Types - Equal to Stock Transaction (1),  Stock Credit (2), or Stock/Equity Payback (7). 
   
   and
   
   
   

4. Active Certificate/Equity Flag - Equal to a "Y" for Stock Transaction (1) and Stock/Equity Payback (7) distribution types only.

Selection Criteria

Patron, Name Address, and Equity Source Code Range

Name Address and Transaction Date Range

Stock Class Selection

Open