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Viewing Stock or Equity Balances

AGRIS Customer Documentation

Viewing Stock or Equity Balances

Overview

Use this job aid to view stock, stock credit, and equity values for one patron.

To view stock and equity balances:

  1. From the Toolbar, click PAT or Patronage.

  2. From the Patronage menu, select Patron History, and then select Stock/Equity Balances.

  3. In the Patron Name Id box, click Lookup or type * and press Enter, and then select the patron name id you want to view transaction history for.

  4. Click OK.

  5. In the Option box, type a letter A through E to display transaction detail.

Learn about Patron History feature:

 

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