Removing Activity

Overview

Use this job aid to remove activity from the Accumulated Activity file. For example if Activity was accumulated for March but did not match Trial Balance due to a commodity code not being set up in PAT, this will allow you to reverse and reprocess.

To remove activity:

1. From the Toolbar, click PAT for Patronage.

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

   1. Note: only activity with this ending date will be removed, it will not effect any other activity.

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

9. Click OK.

10. Click OK.

11. Run Unrefunded Activity report to verify. Pat > Report Manager > Activity Reports, #1 for standard > #2 for Unrefunded Activity Report

Learn more about the Accumulate Activity feature: