How To Setup a 1099-PATR Report For MyGrower

Part A: AGRIS - Set up the report on your server

The 1099-PATR report is included in the /wiki/spaces/GSU/pages/3306848271 release.  Click /wiki/spaces/GSU/pages/3306848271 for more information. 

This report is also available to transfer into AGRIS regardless of what AGRIS version you may be on.  Please follow the instructions on this How to Transfer, Load, Install Reports and Forms into AGRIS [Quick Tip] page. 

Please follow the steps below.  NOTE:  If you already have reports setup and running for MyGrower, please skip to #3 below.

1. On your main AGRIS server, create a MyGrower Reports folder under Apps > AGRIS
2. In AGRIS, go to PAT package > Report Manager > Advanced Reports > Report writer features
3. Choose the "1099-PATR Reprint (Copy B For Recipient)" 
4. Change output to a 5=Multi Font Graphic File and press Enter
5. Create a number (preferably starting with 9 to place it on or near the bottom of the list)
6. Should add “MYG” to the beginning or end of the report name to help distinguish it from others
7. Copy and paste the directory path from the folder created in step #1 above to the AGRIS report setup
8. For file name, type “RANDOM”, and for Ext. type “PDF”
9. Change “Open Output File After Processing” from a “Y” to a “N”
10. Press Ok
11. Enter in the Beginning or %Contains% field : "B.P.Y"
12. Please enter in the Ending field : E.P.Y
13. For the Patron Name Id : type "MYG" ( this allows MYG to override and supply the proper name id)  
14. Press OK
15. The editable template will pop up, close it, and when prompted to save hit “YES”
16. Test the report that was created by running the report.  Then make sure you can open the copy found inside the MyGrower Reports folder.

Part B: MyGrower - Set up the report inside MyGrower

1. Log in as the Super Admin

2. Click “Forms” on left

3. Go to “Reports” up top

4. Click add a new record

5. Choose Server > Dataset > Report Type (1099 - PATR) > Exact report number as the one created in AGRIS. Name the Report then click Update

6. Log on as a grower and verify that the 1099-PATR report runs

Recommendations to communicate the NEW 1099-PATR Report to your customers:

1. Send a push-notification to customers within MyGrower
2. Send an email to your customers
3. Promote on your social media channels
   1. Copy the below content and paste directly onto your social media post
   2. Attach the below photo on your Social Post

Look what's NEW in MyGrower! In just 5 simple clicks, you can download your OR Print your 1099-PATR report.

Steps to generate 1099-PATR report:

1. Select Report tab
2. Select: "Run Report" next to the 1099-PATR
3. Select your Account and Name ID and hit "Run"

MyGrower_1099-PATR_SocialGraphic.png