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Pre-requisite:
Steps:
- From the menu screen, go to Patronage > Equity. Equity screen will show.
- Select an equity record to transfer from the Equity Details grid.
- Click Transfer To > Customer. Transfer Instruments screen will show
- Enter details to required fields:
- Transfer Type – Transfer Equity to Customer (read-only)
- Transfer Date – defaulted to date today (read-only)
- Transfer No – created on Save (read-only)
- Description
- Grid Details:
- Transferor – source of the customer equity to be transferred (read-only if pre-selected from Equity screen)
- Fiscal Year – fiscal year of the source equity (read-only if pre-selected from Equity screen)
- Equity Type – equity type of the source equity (read-only if pre-selected from Equity screen)
- Refund Type – refund type of the source equity (read-only if pre-selected from Equity screen)
- Qty Available – quantity available for transfer (read-only)
- Transferee – target customer for the equity transfer
- Transfer % – percentage of equity to be transferred
- Qty Transferred – Qty.Avalable x Transfer % = Quantity to Transfer (read-only)
- Click Save.
- If saved successfully, click Post button. Go to Equity Details to check the transferred equity.
*Important Notes:
- The target Fiscal Year, Customer, and Refund Type is as is. Only Equity Type will be changed to 'Reserve'.
- Deleting the Transfer Instrument record will reverse the changes between equities.
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