Create a Patronage Status Report to view Customer Patronage status for each year.
| Access |
| Grant permission to User Profiles in Access User Profiles > select a User Profile > Security > Accounts Receivable > Patronage/Equity > Patronage Status Report |
Order By- Select either option
- ID
- Name
- Zip Code
Fiscal Year- Defaults to All. Select a Fiscal Year by selecting the drop down.
Type- Select the Customer type
- All
- Member
- Non Member - Producer
- Non Member - Non Producer
- Member - Contract Non Voting
Group- Enter any Patronage Group.
ID Range- All IDs are selected by default. Remove the checkmark to select a range of customer accounts. To view the report for one customer only, enter the Account ID in both the From and To field.
Select Preview to view the report onscreen.
Select Print to send the report directly to the default printer.
View a sample report here.