Copying Activity

Overview

Use this job aid to copy activity from the Accumulated Activity file.

To copy activity:

1. From the Toolbar, click PAT for Patronage.

2. From the Patronage menu, select Process Activity, and then select Copy Activity.

3. In the Equity Source Code box, click Lookup or type * and press Enter, and then select the equity source code that was used to accumulate activity.

4. In the Period Ending Date box, type the period ending date of the accumulated activity that you want to copy.

5. In the Patron Name Id Beginning and Ending boxes, type a range of patrons you want to copy activity for, or leave blank to include all patrons.

6. In the Product Location Beginning and Ending boxes, type a range of locations that you want to copy activity for, or leave blank to include all locations.

7. In the Name Id Type Beginning and Ending boxes, type a range of name id types that you want to copy activity for, or leave blank to include all name id types.

8. In the Miscellaneous Fields 1 - 6 Beginning and Ending boxes, type a range that you want to copy activity for, or leave blank to include all values.

9. Click OK.

10. Click OK.

Learn more about the Accumulate Activity feature: