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.