United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
Previous Contents Index

Initiation Fee

You are asked for the amount of the initiation fee. 



 Initiation fee? 225.00_

Enter the dollar amount of the initiation fee, or press [Enter] to accept the default fee amount if there is one and it is correct.

Note: You can run the "FINMAINT - Finance Code Maintenance" menu option and maintain the INITFEE finance code, to set up the default initiation fee amount.

Dues Charge

The dues charge is calculated and displayed. See following: 



                      CHARGES (for Member's Local Day Book)                    
 Initiation Fee: $225.00                                Other Fee: 
 Dues Owed thru                                       Total Other: 
   this Month  : $26.00         # Months: 1         Total Charges: $251.00

Post Charges

You are asked if you want to post the charges --- the initiation fee and dues amounts. 



   +Post these charges+ 
   |  Yes             | 
   |  No              | 
   +------------------+

Select "Yes" to post these charges.

Select "No" to go back to the previous prompt.

If "Yes", charge records are created for these charges for this member.

Additional Charges

You are asked if you want to enter any additional fees or assessment charges. 



   +Enter additional fees/assessments charges+ 
   |  Yes                                    | 
   |  No                                     | 
   +-----------------------------------------+ 
                       Initiation Fee and Dues Charges posted

Select "Yes" if you DO want to enter additional charges.

Select "No" if you have no additional charges to enter.

Finance Code

You are asked to select the finance code you want to use for the additional charge. 



   +-----------Select Finance Code------------+ 
   |  ARRS_LTR_1  Arrears Letter 1            | 
   |  ARRS_LTR_2  Arrears Letter 2            | 
   |  BOOKS       Carpenter books             | 
   |  BOOK_MEM    Member chg for new book     | 
   |  CHARITY     Charity donation            | 
   |  COUN-MISC   Council miscellaneous       | 
   |  COUN-POST   Council postage             | 
   |  COUN-SUPP   Council - Supplies          | 
   |  INITFEE     Initiation fees             | 
   |  NSF         Returned Check              | 
   |  NSF LTR     NSA check letter            | 
   |  POSTAGE     Postage                     | 
   |  REINSTATE   Re-instatement Fee          | 
   |  SUPPLIES    Misc supplies               | 
   +------------------------------------------+

Select the appropriate finance code from the menu.

Additional Charge Amount

You are asked for the amount of the additional charge. 



 ....finance code text here.... Charge? _______

Press [Enter] to accept the default charge amount if there is one and it is correct, or enter the dollar charge amount.

Post Additional Charge

You are asked if you want to post this additional charge. 



                      CHARGES (for Member's Local Day Book)                    
 Initiation Fee: $225.00                                Other Fee: $12.50 
 Dues Owed thru                                       Total Other: 
   this Month  : $26.00         # Months: 1         Total Charges: $251.00 
                     PAYMENTS (for Member's Local Day Book) 
 Total Pymnt :           Method:                   Pay Method ID#: 
                   Want Receipt:                         Receipt#: 
 Init Paid   :                                         Other Paid: 
 Dues Paid   :                                        Total Other: 
 Dues Pd Thru:                                         Total Paid: 
 
 +Post Carpenter books charge of $12.50+ 
 |  Yes                                | 
 |  No                                 | 
 +-------------------------------------+

Select "Yes" to post the additional charge.

Select "No" if you do not want to post this charge.

If "Yes", the additional charge is posted.

More Additional Charges

You are asked if you want to enter any more additional charges.

You can enter several charges if you wish.

Enter Payment

You are asked if you want to enter any payments. 



   +Enter payment+ 
   |  Yes        | 
   |  No         | 
   +-------------+

Select "Yes" if you do want to enter payments.

Select "No" if there are no payments to enter.

Total Payment

You are asked for the total payment amount. 



 Total payment received? _______ 
 
                           Total charges owed: $263.50

Enter the total dollar payment amount that was received.

Payment Method

You are asked for the method of payment - cash, check, etc. 



   +----Payment Method-----+ 
   |  Cash                 | 
   |  Check                | 
   |  Credit Card          | 
   |  Electronic Payment   | 
   |  Fund                 | 
   |  Money Order          | 
   |  Other Pay Method     | 
   +-----------------------+

Select one of the payment options from the menu.

If the payment method is other than "Cash", you are asked for the check number, credit card number, etc.

Enter the appropriate number or ID.

Want Receipt

You are asked if you want a receipt. 



   +Want Receipt+ 
   |  Yes       | 
   |  No        | 
   +------------+

Select "Yes" if you want a receipt, otherwise, select "No".

Initiation Fee Payment

You are asked for the amount of the payment that is for initiation fees. 



 Initiation fee payment? 225.00_

The default amount is the initiation fee amount.

If the default amount is correct, press [Enter] to accept the default, otherwise enter the amount you want to apply to initiation fees.

Note: If there is no initiation fee charge to pay, the following message is displayed. 



                   Member has no open initiation fee charge 
                        Press the RETURN key to continue

Press [Enter] to continue.

Post Initiation Fee Payment

You are asked if you want to post this initiation fee payment. 



                      CHARGES (for Member's Local Day Book)                    
 Initiation Fee: $225.00                                Other Fee: $12.50 
 Dues Owed thru                                       Total Other: $12.50 
   this Month  : $26.00         # Months: 1         Total Charges: $263.50 
                     PAYMENTS (for Member's Local Day Book)                    
 Total Pymnt : $263.50   Method: CHECK             Pay Method ID#: 3093 
                   Want Receipt: Yes                     Receipt#: 
 Init Paid   : $225.00                                 Other Paid: 
 Dues Paid   :                                        Total Other: 
 Dues Pd Thru:                                         Total Paid: 
 
 +Post payment for initiation fee of $225.00+ 
 |  Yes                                     | 
 |  No                                      | 
 +------------------------------------------+

Select "Yes" to post this initiation fee payment.

Select "No" if you do NOT want this payment posted.

If "Yes", the initiation fee payment is posted.

Payment for Additional Charges

You are asked for the amount of the payment for each of the additional charges. 



 Payment amount for Carpenter books? 12.50__ 
 
                          Initiation Fee Payment posted

The default amount is the charge amount.

If the default amount is correct, press [Enter] to accept the default, otherwise enter the amount of the payment that you want to apply to this charge.

Post Additional Charge Payment

You are asked if you want to post this payment for this additional charge. 



                      CHARGES (for Member's Local Day Book)                    
 Initiation Fee: $225.00                                Other Fee: $12.50 
 Dues Owed thru                                       Total Other: $12.50 
   this Month  : $26.00         # Months: 1         Total Charges: $263.50 
                     PAYMENTS (for Member's Local Day Book)                    
 Total Pymnt : $263.50   Method: CHECK             Pay Method ID#: 3093 
                   Want Receipt: Yes                     Receipt#: 
 Init Paid   : $225.00                                 Other Paid: $12.50 
 Dues Paid   :                                        Total Other: 
 Dues Pd Thru:                                         Total Paid: $225.00 
 
 +Post payment for Carpenter books of $12.50+ 
 |  Yes                                     | 
 |  No                                      | 
 +------------------------------------------+

Select "Yes" to post this additional charge payment.

Select "No" if you do NOT want this payment posted.

If "Yes", this payment is posted.

Post Dues Payment

You are asked if you want to post this dues payment. 



                      CHARGES (for Member's Local Day Book)                    
 Initiation Fee: $225.00                                Other Fee: $12.50 
 Dues Owed thru                                       Total Other: $12.50 
   this Month  : $26.00         # Months: 1         Total Charges: $263.50 
                     PAYMENTS (for Member's Local Day Book)                    
 Total Pymnt : $263.50   Method: CHECK             Pay Method ID#: 3093 
                   Want Receipt: Yes                     Receipt#: 
 Init Paid   : $225.00                                 Other Paid: $12.50 
 Dues Paid   : $26.00                                 Total Other: $12.50 
 Dues Pd Thru: Apr/2000 - Apr/2000                     Total Paid: $237.50 
 
 +Post this dues payment+ 
 |  Yes                 | 
 |  No                  | 
 +----------------------+ 
                         Carpenter books Payment posted

Select "Yes" to post this dues payment.

Select "No" if you do NOT want to post this dues payment.

If "Yes", the dues payment is posted.

Print Receipt Now

If you requested a receipt, you are asked if you want the receipt printed now. 



   +Print receipt now+ 
   |  Yes            | 
   |  No             | 
   +-----------------+

Select "Yes" to print the receipt now.

Select "No" if you do NOT want to print the receipt right now.

If "Yes", the receipt is created, and you can print it out now.

Note: See the following section for information on how to put a special one-time note on a receipt.

Special Note on Receipt

If your receipt type is "PLAINLASR2", you can add a one-time, free-form note to a receipt.

When payments are entered, if you answer "Yes" to "Want receipt", and answer "Yes" to "Print receipt now", you are asked if you want to include a special note on the receipt. 



   +Enter a Note for the Receipt+ 
   |  Yes                       | 
   |  No                        | 
   +----------------------------+

Select "Yes" if you do want to put a special note on the receipt.

Select "No" if you do not want to add a note.

If "Yes", you will be asked for the receipt note text. 



            +------------------------------------------------------+ 
            |Receipt Note:                                         | 
            |  ____________________________________________________| 
            |  ____________________________________________________| 
            |  ____________________________________________________| 
            +------------------------------------------------------+ 
                         Press F12/Do Key When Finished

Enter the note text that you want printed on the receipt. Press [F12] when you have finished entering the note text.

After you have finished entering the receipt note, you are asked if the note is correct. 



              +------------------------------------------------------+ 
              |Receipt Note:                                         | 
   +Note OK-+ |  This is a special note that I want printed on this _| 
   |  Yes   | |  receipt.  This is a special note that I want _______| 
   |  No    | |  printed on this receipt.  Special note on receipt.__| 
   +--------+ +------------------------------------------------------+

Select "Yes" if the receipt note is correct.

Select "No" if you want to make changes to the note.

If "Yes", this special note will be printed on the receipt.

Note: Special one-time notes are NOT printed on receipts that are re-printed.

12.2.45 Obligation Form

You are asked if you want to print an obligation form for this new member. 



   +Print Obligation Form+ 
   |  Yes                | 
   |  No                 | 
   +---------------------+

Select "Yes" to create and print the obligation form.

Select "No" if you do NOT want to print a form.

If "Yes", the obligation form is created and can be printed.

Example of an Obligation Form

The following is an example of part of an obligation form for a new member. 


             United Brotherhood of Carpenters and Joiners of America 
 
Affiliate  : UBC01444 -- Tucson Local 
 
Appl. Name : Bolton Jr, James Edward 
Member ID  : U-3101-1027 
Address    : 5120 E. 27th St., Unit 25 
City       : Tucson                State/Prov: AZ    Zip/Postal: 85711 
Birthdate  : 06/24/1968             Phone Num: (520) 555-5402 
Gender     : M 
Initiation : 04/04/2000   Classification: Member - Regular 
Tax Sched  : 001                   Craft: Carpenter 
Prior Local: UBC01448 
Init Fee   : $225.00   Dues Paid Through: 04/30/2000 
 
 
 
                                   OBLIGATION 
 
 
I do, of my own free will and accord, ..... 
 
 
________________________________    ______________________ 
     signature of applicant                  date

Chapter 13
PAYCHRG - Member Payments, Charges Entry

The PAYCHRG - Member Payments, Charges Entry menu option is used to enter payments and charges for members.

This option is also used to reverse payments and charges, enter refunds, correct dues charges, change dues paid through dates, and enter credit adjustments. 



        |                Member and Dues Processing                 | 
        |  NEWMEM         New Member Entry                          | 
        |  PAYCHRG        Member Payments, Charges Entry            | 
        |  CHANGE         Member Maintenance                        | 
        |  IDCHANGE       Member SSN/SIN Change                     | 
        |  MOVEWALKIN     Move Walk-in to Member                    | 
        |  MEMNOTES       Member Notes                              | 
        |  ALTCONTACT     Alternate Contact Maintenance             | 
        |  DUESCLASSCHA   Future Dues/Class Change Maint            | 
        |  CONWITH        Mass Conditional Withdrawal               | 
        |  MEMGOINITDISP  Change Mbr GO Init Disp Flag              |

This chapter explains how to enter member payments, charges and other transactions.

13.1 Payments and Charges Input Screen

After PAYCHRG is selected from the menu, the payments and charges input screen is displayed. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   :                                           Aff ID: 
Address     : 
City        :                                     Good Address: 
State       :                  Zip/Postal:               Phone: 
Class       :                      Status:            Employer: 
Dues Pd Thru:                  Dues Group:             Monthly: 
Curr Balance:                                Unapplied/Overpay: 
Last Photo  :                                     Paid Forward: 
 
 
 
 
 
 
 
Member name or ID? ____________________________________________________________ 
 
 
<ESC>=Exit                  Payments & Charges Entry         <F2>=Back <F1>=Help

Member Name/Member ID

You are asked for the member name or member ID. 



 Member name or ID? ____________________________________________________________

Enter either the member's name or member's ID.

After a member name or ID is entered, information about the member and dues is displayed.

Note: If any "financial alert" notes exist for the member, they are displayed at this time. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : U-2770-4649  Evans, Bill R.               Aff ID: UBC01444 
Address     : 5665 E. 22nd St. 
City        : Tucson                              Good Address: Y 
State       : AZ               Zip/Postal: 85711         Phone: (520) 555-6556 
Class       : MEMBER               Status: GOODSTANDG Employer: 
Dues Pd Thru: 02/29/2000       Dues Group: CTR_JOUR    Monthly: $26.00 
Curr Balance: $90.50                         Unapplied/Overpay: $0.00 
Last Photo  :                                     Paid Forward: $0.00 
 
 Earlier notes: 0  Later notes: 0 
1) Tue May 9, 2000 11:09 PM NOTE TESTER: 
  FINANCIAL ALERT: This is a financial alert note. 
 
 
 
 
 
 
Command? ________ 
 
                       Enter NEXT, PREVIOUS, FIRST, LAST 
<ESC>=Exit                  Payments & Charges Entry         <F2>=Back <F1>=Help

Enter EXIT after you have finished reviewing the notes. EXIT takes you out of the notes process and to the next prompt.

13.1.1 Procedure Options

When the member data is displayed, if the member has any current charges, they are also displayed, and you are asked what you want to do. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID   : U-2770-4649  Evans, Bill R.               Aff ID: UBC01444 
Address     : 5665 E. 22nd St. 
City        : Tucson                              Good Address: Y 
State       : AZ               Zip/Postal: 85711         Phone: (520) 555-6556 
Class       : MEMBER               Status: GOODSTANDG Employer: 
Dues Pd Thru: 02/29/2000       Dues Group: CTR_JOUR    Monthly: $26.00 
Curr Balance: $90.50                         Unapplied/Overpay: $0.00 
Last Photo  :                                     Paid Forward: $0.00 
 
    Date            Charge For             For Months       Charged     Owed   
 05/09/2000 Membership Dues           Mar/2000 - Mar/2000      26.00      26.00 
 05/09/2000 Membership Dues           Apr/2000 - Apr/2000      26.00      26.00 
 05/09/2000 Membership Dues           May/2000 - May/2000      26.00      26.00 
 05/09/2000 Carpenter books                                    12.50      12.50 
 
                              Total Owed: $90.50 
 
 
 
 
 
 
+------------------------------------------------------------------------------+ 
|  Enter Trans    Next Mbr    Financial Hist    Mbr Inq    Addr/Phone        >>| 
+------------------------------------------------------------------------------+ 
 
<ESC>=Exit                  Payments & Charges Entry         <F2>=Back <F1>=Help

The menu bar at the bottom of the screen provides you with the processing options. The options are:
  Enter Trans enter payment, charge and other transactions
  Next Mbr ask for the next member name/ID
  Financial Hist display the past financial transactions for this member; you are put into the financial history inquiry procedure
  Mbr Inq display all the information about this member; you are put into the member inquiry procedure where you can review notes, history, etc.
  Addr/Phone update address and phone information, you can change the two address lines, city, state/province, zip/postal code, and phone number
  Dues Code enter or change the dues group code; if member is class RETIRED, can not change dues code from 50ARETIRED; if member is class 50DISABLED, can not change dues code from 50DISABLED
  Emp ID enter or change the employer ID
  Notes review and add member notes
  ID Title enter or change member's title for the ID card
  Exit exit out of this procedure

Select the "Enter Trans" option to enter payments, charges, reversals, etc.

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