Purchasing Stock

Overview

Use this job aid to purchase any of the five classes of stock or stock credits from any patron. If you have Patronage set to integrate with Accounts Payable, a voucher is generated for each stock purchase transaction.

To purchase stock:

1. Review all responses to Patronage Setup Information including Stock Class Information and System Integration.

2. From the Toolbar, click PAT for Patronage.

3. From the Patronage menu, select Patronage Transactions, and then select Stock Purchases.

4. In the Patron Name Id box, click Lookup or type * and press Enter, and then select the name id.

5. Click OK.

6. In the Stock Class box, type the letter A, B, C, D, or E to identify which type of stock you are purchasing. The stock class will display which types of stock the patron owns.

7. Click OK.

8. At the Purchase This Certificate? prompt, click Yes.

9. In the Purchase Amount box, press Enter to accept the default purchase amount, or enter the amount.

10. In the Transaction Date box, type the date of the transaction if different from the default.

11. Click OK.

12. Click Back.

13. Click OK.

Learn more about Stock Purchases feature: