Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

  1. From the menu screen, go to Patronage > Equity. Equity screen will show.
  2. Select an equity record to transfer from the Equity Details grid.
  3. Click Transfer From > Reserve. Transfer Instruments screen will show
  4. Enter details to required fields:
    1. Transfer Type – Transfer Equity Reserve to EquityEquity (read-only)
    2. Transfer Date – defaulted to date todaytoday (read-only)
    3. Transfer No – created on SaveSave (read-only)
    4. Description
    5. Grid Details:
      1. Transferor – source of the customer equity to be transferredtransferred (read-only if pre-selected from Equity screen)
      2. Fiscal Year – fiscal year of the source equityequity (read-only if pre-selected from Equity screen)
      3. Equity Type – equity type of the source equityequity (read-only if pre-selected from Equity screen)
      4. Refund Type – 
      5. Qty Available – quantity available for transfer (read-only)
      6. To Fiscal Year – fiscal year on where to transfer the equity with type 'Undistributed'
  5. Click Save.
  6. If saved successfully, click Post button. Go to Equity Details to check the transferred equity.

...