Patronage Utilities

The Edit Check Numbers utility is found at Patronage / Utilities menu. Through the utility, Patronage Check Numbers may be changed by manually editing a cell in the grid or by selecting multiple checks and incrementing all of them by a specified a...

As time approaches to run Patronage, Dividend, or Interest checks, the following checklist provides guidance for this annual event. Please call SSI Support to help clarify any portion of the process. Information to Check Path   R...

This process at Patronage / Utilities / Purge Zero Value Certificates permanently deletes all zero-value Stock Certificates with no activity for the selected criteria. How Many Patrons – Optionally select Patrons to scan for Stock Certifica...

Stock Certificates may be batch created at Utilities / Batch Make Stock Certificates . This function makes Stock Certificates for the specified Stock Class for each Patron selected. The new certificates are marked as an Active Stock Certificate . ...

This utility compares a Patron’s status between the current year and the selected Agvance Year. This is designed to be used before capturing to make sure the Patron’s status matches in the current and prior year data. ...

This utility compares a Patron’s Stock History with the total dollar value of the Certificate. If there are any differences, the Stock Certificates are listed. Differences may then be researched to determine the necessary changes to be made. ...

This utility deletes all Patronage-related checks prior to a specific date. ...