Updating Stock Purchases

Run the Stock Purchase Update (BN141) report to determine the amount of stocks to purchase for a particular plan at a specified stock price.

To update stock purchases

  1. Access Stock Purchase Update (BN141).
  2. Use the following guidelines to enter field values:
    Price Per Share

    Type the price per share of stock. This price per share determines the total number of shares an employee can purchase with his or her current account balance. This is a required field.

    Date Purchased

    Type the date you want to purchase the stock. If you leave this field blank, the report uses the system date.

    Note: This field updates the Date Purchased field in Stock Purchase History (BN61.1).
    Plan

    Select a stock purchase plan. If you leave all the Plan fields blank, the report updates all stock purchase plans.

    Update

    Select Update or Report Only. This is a required field. It is recommended that you select Report Only to review the report before selecting Update.

  3. Select the Add form function.
  4. Submit the report.

Related Reports and Inquiries

To Use
Display the shares of stock an employee has purchased Stock Purchase History (BN61.1)