The AGRIS 18.1.0 release has added:

AGS-3037:  Name/Address - Enhance Name/Address maintenance to update Name Id type and miscellaneous name codes in patronage system's activity and transactions

Want to improve clarity and integrity of Name / Address information changes resulting from patronage transaction processing?

Name/Address maintenance has been enhanced to apply Name Id type and six miscellaneous name code changes to patronage system's activity and transactions. 

System Integration - Patronage Update Options
In Name/Address System Integration, you can specify the name code patronage update operation.  There are three options for each record type, activity and transaction.  Both record types have "No Update" and "Update All" options. For activity and transaction records the user also has the option to update "Unrefunded Activity Only" and "Active Stock\Equity Only" respectively.  Default activity update option is "Update UnRefunded Only" and default transaction update option is "No Update". 

• Navigation: Name/Address > Setup Information > System Integration

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Name/Address Maintenance and Import

• Both name/address maintenance and import save data operations apply Name Id type and miscellaneous codes to patronage activity and transaction records based on System Integration - Update Patronage Options.  The save data operation also updates the patronage's stock/equity balance record's patron name with the name/address description's 1st fifteen characters.  

• The import process updates patronage activity and transaction data even when import record's update field select flag is set to "N".  When update field flag is set to "N", patronage records are updated with Name Id type and miscellaneous codes from name address master record.  When update field flag is "Y", patronage records are updated with Name Id type and miscellaneous code from import record.