Ability to prevent accidental "Y" to correct stock credit balances (AGS-8240)

Benefit:

• Maximize accuracy of equity (stock credit) balances by minimizing the potential for error when "correcting" stock credit balances.

Details:

• After saying Y to Correct Stock Credit Balances, you must also type the word "CONFIRM" into a confirmation dialog to proceed.  The corrections are also logged in the Transaction Audit.

Navigation - Usage: 

Patronage - Account Balance Inquiry:  PAT > Account Balance Inquiry > Select Patron Name ID

1. Click "Correct" on the Account Balance Inquiry screen.

2. Open

   

3. Change "Correct Stock Credits ?" to "Y" and click OK.

4. Open

   

5. To continue, you must now type "CONFIRM" in the new dialog box.

7. If you continue with the correction, there will be log entries made in the Patronage Transaction Audit table for adjustments to stock balances, stock credits, and equity corrections.

   1. There will be two entries for each adjustment, the first taking the balance to zero and the second setting the current balance.

   2. The transaction type for these entries will be "0=Correct".

   3. The audit type for these entries will be "C=Correction".

Reporting: PAT > Report Manager > Transaction Audit Reports

1. The new transaction type "0" and audit type "C" may be used when generating reports.

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