Updating Patronage Rates

Overview

Use this job aid to update the refund rate, alternate source rate and activity reduction rate for patronage codes. The value of this job aid is that it will globally update rate information for multiple patronage codes so you do not have to manually update each patronage/location code combination.

To update patronage codes:

1. From the Toolbar, click PAT for Patronage.

2. From the Patronage menu, select Patronage Codes, and then select Update Patronage Rates.

3. In the Purchase/Sales box, type P if you want to edit or view activity accumulated from purchases made in Inventory or Commodity Accounting; enter S if you want to edit or view activity accumulated from sales made through Inventory or Commodity Accounting.

4. In the Accounting Type box, type a 1 for inventory purchased or sold, 2 for commodity received, 3 for commodity purchased or sold, 4 for commodity settled, or 5 for commodity discounts.

5. Click OK.

6. In the Beginning or Ending Product Category boxes, type the range of product categories you want to update, or leave blank to update all product categories.

7. In the Beginning or Ending Location Code boxes, type the range of location codes you want to update, or leave blank to update all location codes.

8. In the Unit of Measure box, type the unit of measure a patronage code must contain in order for its rates to be updated, or leave blank to include a patronage code no matter what its unit of measure.

9. In the Rate Basis box, type the rate basis a patronage code must contain in order for its rates to be updated, or leave blank to include a rate basis no matter what its rate basis.

10. Click OK.

11. In the Refund Rate box, type the refund rate that any patronage code that qualified in steps 6 -9 will be updated with. If you leave blank, a 0.00 will be placed in the Refund Rate box for any qualifying patronage code.

12. In the Alternate Source Rate box, type the alternate source rate that any patronage code that qualified in steps 6 -9 will be updated with. If you leave blank, a 0.00 will be placed in the Alternate Source Rate box for any qualifying patronage code.

13. In the Activity Reduction Rate box, type the refund rate that any patronage code that qualified in steps 6 -9 will be updated with. If you leave blank, a 0.00 will be placed in the Activity Reduction Rate box for any qualifying patronage code.

14. Click OK.

15. Click Cancel.

Learn more about Patronage Codes feature: