Sample Patronage Status
View a Patronage Status Report to view Customer Patronage status for each year.
Customer ID- The Customer ID
Customer Name- The Customer Name
Zip Code- The zip code on the Customer account.
Year- If All Years has been selected when creating the report, the patronage year will be indicated.
Patronage Sales- Total of eligible Patronage sales for the customer for the year.
Non Patronage Sales- Total of sales not eligible for Patronage.
Retained Earnings- Any amount that falls under the Minimum Member Patronage for the year and retained by the Co-op.
Refund- Total Patronage due to the Customer for the year.
Total Paid- Any amount that has been paid to the customer for the year.
Qualified Allocated Reserve- The total refund amount is greater than the Minimum Check Amount for the customer.
Non Qualified Allocated Reserve- The total refund amount that is less than the Minimum Check Amount but greater than the Minimum Member Patronage for the customer.
Grand Total- Report total for the Patronage Sales, Non Patronage Sales, Retained Earnings, Refund, Total Paid, Qualified Allocated Reserve and Non Qualified Allocated Reserve columns.