Page History
Pre-requisite:
- Undistributed Reserve Equity
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 From > Reserve. Transfer Instruments screen will show
- Enter details to required fields:
- Transfer Type – Transfer Equity Reserve to Equity
- Transfer Date – defaulted to date today
- Transfer No – created on Save
- Description
- Grid Details:
- Transferor – source of the customer equity to be transferred
- Fiscal Year – fiscal year of the source equity
- Equity Type – equity type of the source equity
- Refund Type –
- Qty Available – quantity available for transfer (read-only)
- To Fiscal Year – fiscal year on where to transfer the equity with type 'Undistributed'
- Click Save.
- If saved successfully, click Post button. Go to Equity Details to check the transferred equity.
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