Allocating Based on Previous Equity

Overview

Use this job aid to add equity for each patron by source code and original issue date.

To allocate based on previous equity:

1. From the Toolbar, click PAT for Patronage.

2. From the Patronage menu, select Patronage Transactions, and then select Source Allocation.

3. In the Total Amount to Allocate box, type the total dollar amount you want to allocate among your stockholding patrons.

4. In the Based On box, type 4 for Previous Equity.

5. Click OK.

6. In the Name Id box, click Lookup or type * and press Enter, and then select the name id you want to enter equity for.

7. In the Equity Source Code, click Lookup or type * and press Enter, and then select the equity source code you want to allocate.

8. Click OK.

9. At the Is This Correct? box, click Yes.

Learn more about Source Allocation feature: