United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
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Class

You are asked for the class. 



   + Move from APPLICANT to Classification... + 
   |  APPRENTICE  Apprentice                  | 
   |  APPRENTIC1  Apprentice level 1          | 
   |  APPRENTIC2  Apprentice level 2          | 
   |  APPRENTIC3  Apprentice level 3          | 
   |  APPRENTIC4  Apprentice level 4          | 
   |  APPRENTIC5  Apprentice level 5          | 
   |  APPRENTIC6  Apprentice level 6          | 
   |  APPRENTIC7  Apprentice level 7          | 
   |  APPRENTIC8  Apprentice level 8          | 
   |  APPRENTIC9  Apprentice level 9          | 
   |  APPRENT10   Apprentice level 10         | 
   |  APPRENT11   Apprentice level 11         | 
   |  APPRENT12   Apprentice level 12         | 
   |  AGENCY      Agency Shop                 | 
   |  BECK        Beck Objector               | 
   |  MEMBER      Member - Regular            | 
   |  CONTRACTOR  Contractor Member           | 
   |  PREAPPREN   Pre-apprentice              | 
   +------------------------------------------+

Select the appropriate class from the menu.

Dues Code

You are asked to confirm the dues code. 



   +--------------------Confirm Dues Code---------------------+ 
   |  No Dues Code                                            | 
   |----------------------------------------------------------| 
   |  CTR_APP1    counter dues - apprentice 1        $20.00   | 
   |  CTR_APP2    Counter dues - apprentice 2        $24.00   | 
   |  CTR_APP3    Counter dues - apprentice 3        $25.00   | 
   |  CTR_APP5    Counter dues - apprentice 5        $24.00   | 
   |  CTR_APP912  Counter dues - apprentice 9-12     $25.00   | 
   |  CTR_JOUR    Counter dues - journeyman          $26.00   | 
   +----------------------------------------------------------+

Select the appropriate dues code from the menu.

Effective Date

You are asked for the effective date of this move applicant to member. 



                          Move from Applicant to Member 
 
 Class     : MEMBER 
 Dues Group: CTR_JOUR 
 Effective : 
 
 
 
 
 Applicant to member effective date (MMDDYYYY)? 09062000

Today is the default effective date. Press [Enter] to accept the default date, or enter the correct date.

The effective date can be today or a past date.

Complete Move

You are asked if you want to complete the moving of this applicant to member status. 



                          Move from Applicant to Member 
 
 Class     : MEMBER 
 Dues Group: CTR_JOUR 
 Effective : 09/06/2000 
 
 
 
  +Complete Move Applicant to Member+ 
  |  Yes                            | 
  |  No                             | 
  +---------------------------------+

Select "Yes" to move this applicant to member status.

Select "No" to return to the previous prompt.

If "Yes", the applicant is moved to member status.

13.2.6 Applying Payments - Paying Future Dues

If a member's dues are paid up, you can enter payments for future dues.

The following example shows how to enter a payment of $52.00 for two months dues that are $26.00 per month.

Enter the total payment amount of $52.00, and answer the other common payment prompts. Select "FUTURE" from the "Select Charge to Pay" menu. 



   +-----Select Charge to Pay-----+ 
   |  OTHER   Pay Other Charges   | 
   |  FUTURE  Pay Future DUES     | 
   +------------------------------+

Note: After "FUTURE" is selected, an information message is displayed if the member will be eligible for HONORARY or RETIRED classification within the next 12 months. The message also shows the month and year of the eligibility so that payments can be made accordingly.

You are now asked how much you want to apply to future dues. 



 Amount to apply to future dues? 52.00___

The total payment amount is the default amount.

You can press [Enter] to accept the default amount, or enter the correct amount.

Information about the future dues payment is displayed, and you are asked if this is correct. 



     Dues Code Dues Amt # Months  Start   Paid Thru   Amount 
 1) CTR_JOUR      26.00     2    10/2000 11/30/2000     52.00 
 
 
 
 +------------------------------------------------------+ 
 |  ACCEPT   future dues paid thru date of 11/30/2000   | 
 |  MAINTAIN future dues code changes information       | 
 +------------------------------------------------------+ 
                 Amount to apply: $52.00.  Amount used: $52.00.

Select "ACCEPT" to accept this future dues payment entry.

The "MAINTAIN" option is used to enter future dues code changes, and is explained in the next section.

You are asked if you are done with this payment entry. 



  1) Membership Dues           PAY FUTURE Oct/2000 - Nov/2000      $52.00 
 
 
 +------------------------------------+ 
 |  DONE  finished applying payment   | 
 |  DEL   delete a payment item       | 
 +------------------------------------+ 
                          Total payment amount applied

Select the "DONE" option and post the payment.

13.2.7 Applying Payments - Paying Future Dues and Future Dues Code Changes

You can enter a future dues payment for a member who is going to have a dues code change in the future, and enter a future dues code change at the same time.

The following example shows how to enter a payment of $24.00 for future dues, and how to enter a future dues change so that the payment will match the future dues code. This member is currently APPRENTIC1 and pays $20.00 dues per month. Next month, they are going to be changed to APPRENTIC2 and will pay $24.00 dues per month.

Enter the total payment amount of $24.00, and answer the other common payment prompts. Select "FUTURE" from the "Select Charge to Pay" menu. 



   +-----Select Charge to Pay-----+ 
   |  OTHER   Pay Other Charges   | 
   |  FUTURE  Pay Future DUES     | 
   +------------------------------+

You are asked how much you want to apply to future dues. 



 Amount to apply to future dues? 24.00___

The total payment amount is the default amount.

Press [Enter] to accept the default amount.

Information about the future dues payment is displayed, and you are asked if this is correct. At this time, the screen shows an unused amount of $4.00. 



     Dues Code Dues Amt # Months  Start   Paid Thru   Amount 
 1) CTR_APP1      20.00     1    10/2000 10/31/2000     20.00 
 
 
 
 +------------------------------------------------------+ 
 |  ACCEPT   future dues paid thru date of 10/31/2000   | 
 |  MAINTAIN future dues code changes information       | 
 +------------------------------------------------------+ 
     Amount to apply: $24.00.  Amount used: $20.00.  Unused amount: $4.00.

Select the "MAINTAIN" option to enter future dues code changes.

You are now placed into the future dues code changes procedure where you can change the dues code and class. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID        : U-6771-3976 -- Arthur Course 
Affiliate ID     : UBC01444 -- Tucson Local 
Current Class    : APPRENTIC1 -- Apprentice level 1 
Current Dues Code: CTR_APP1 -- counter dues - apprentice 1 
100% Emp Remit   : No 
 
           Start Date  End Date    New Class   New Dues    Emp Remit 
 
 
 
 
 +--------Select Option--------+ 
 |  ADD    Dues/Class Change   | 
 +-----------------------------+ 
 
<ESC>=Exit                  Future Dues Class Change         <F2>=Back <F1>=Help

Enter the information for the new dues code and class changes. For additional information on dues code/class changes, you can refer to Chapter 19, DUESCLASSCHA - Future Dues/Class Change Maint.

Here is an example of a dues code/class change for this member. 



Member ID        : U-6771-3976 -- Arthur Course 
Affiliate ID     : UBC01444 -- Tucson Local 
Current Class    : APPRENTIC1 -- Apprentice level 1 
Current Dues Code: CTR_APP1 -- counter dues - apprentice 1 
100% Emp Remit   : No 
 
           Start Date  End Date    New Class   New Dues    Emp Remit 
           10/01/2000  NEVER       APPRENTIC2  CTR_APP2        N

After you enter the future dues code/class change, you are returned to the payment entry procedure, and are again asked for the amount to apply to future dues. 



 Amount to apply to future dues? 24.00___

After you press [Enter] to accept the default amount of $24.00, the screen shows the updated information. 



     Dues Code Dues Amt # Months  Start   Paid Thru   Amount 
 1) CTR_APP2      24.00     1    10/2000 10/31/2000     24.00 
 
 
 
 +------------------------------------------------------+ 
 |  ACCEPT   future dues paid thru date of 10/31/2000   | 
 |  MAINTAIN future dues code changes information       | 
 +------------------------------------------------------+ 
                 Amount to apply: $24.00.  Amount used: $24.00.

Select "ACCEPT" to accept this future dues payment entry.

You are asked if you are done with this payment entry. 



  1) Membership Dues           PAY FUTURE Oct/2000 - Oct/2000      $24.00 
 
 
 +------------------------------------+ 
 |  DONE  finished applying payment   | 
 |  DEL   delete a payment item       | 
 +------------------------------------+ 
                          Total payment amount applied

Select the "DONE" option and post the payment.

13.3 Entering Charge Transactions

The following section describes how to enter charge transactions. 



   +---------------------Transaction Type---------------------+ 
   |  Next Member            |   Refund                       | 
   |  Back to Entry Screen   |   Correct Dues Charge          | 
   |  Payment                |   Change Dues Paid Thru Date   | 
   |  Charge                 |   Credit Adjustment            | 
   |  Reverse a Payment      |                                | 
   |  Reverse a Charge       |                                | 
   +----------------------------------------------------------+

After "Charge" is selected, you are asked for information about the charge transaction.

Finance Code

You are asked for the finance code. This is what the charge is for. 



   +---------------Charge #1 Finance Code---------------+ 
   |  UBC04003  CORRECT     Correction Entry            | 
   |  UBC04003  DUES        Membership Dues             | 
   |  UBC04003  HAT         Union hat                   | 
   |  UBC04003  INITFEE     Initiation Fee              | 
   |  UBC04003  PERMIT      Work Permit                 | 
   |  UBC01444  ARRS_LTR_1  Arrears Letter 1            | 
   |  UBC01444  ARRS_LTR_2  Arrears Letter 2            | 
   |  UBC01444  BOOKS       Carpenter books             | 
   |  UBC01444  BOOK_MEM    Member chg for new book     | 
   |  UBC01444  CHARITY     Charity donation            | 
   |  UBC01444  CORRECT     Correction Entry            | 
   |  UBC01444  DUES        Membership Dues             | 
   |  UBC01444  INITFEE     Initiation fee              | 
   |  UBC01444  LTR_DUES    Dues statement ltr charge   | 
   |  UBC01444  MEETING     Meeting non-attendance      | 
   |  UBC01444  NSF LTR     NSA check letter            | 
   |  UBC01444  PERMIT      Work permit                 | 
   |  UBC01444  REINSTATE   Re-instatement Fee          | 
   +----------------------------------------------------+

Select the appropriate finance code from the menu of codes.

Dues Month/Year

If "DUES" was selected at the finance code prompt, you are asked for the month and year of the dues charge. 



 1) Charge dues for month/year (MM/YYYY)? _______

Enter the dues charge month and year as MM/YYYY.

The dues charge date is required, and must be this month or earlier.

Charge Amount

You are asked for the amount of the charge. 



 1) Charge amount? ________

Enter the dollar amount of the charge. For example, if the charge is $20.00, you can enter: 20 or 20.00

Charge Action

You are asked if you are finished entering charges, or if you want to add, change or delete a charge. 



   +------------------------------------+ 
   |  ADD   enter another charge        | 
   |  DONE  FINISHED entering charges   | 
   |  CHNG  change a charge             | 
   |  DEL   delete a charge             | 
   +------------------------------------+

Select "ADD" to enter another charge for the member.

Select "DONE" if you are finished entering charges for this member.

Select "CHNG" if you want to change a charge you have just entered.

Select "DEL" to delete a charge you have just entered.

If you select "CHNG", you are asked to select the number of the charge item that you want to change. 



   1) Carpenter books           CHARGE                              $12.50 
   2) Member chg for new book   CHARGE                               $4.50 
   3) Charity donation          CHARGE                               $2.00 
 
 
 
  +Select Charge to Change+ 
  |  1      2      3      | 
  +-----------------------+

Select the item number that you want to change.

If you select "DEL", you are asked to select the number of the charge item that you want to delete. 



   1) Carpenter books           CHARGE                              $12.50 
   2) Member chg for new book   CHARGE                               $4.50 
   3) Charity donation          CHARGE                               $2.00 
 
 
 
  +Select Charge to Delete+ 
  |  1      2      3      | 
  +-----------------------+

Select the item number that you want to delete.

After you select an item number, you are asked if you are sure that you want to delete the charge. 



   +Sure Delete Charge# 2+ 
   |  Yes   |   No       | 
   +---------------------+

Select "Yes" to delete the charge.

Select "No" to save the charge.

Charge Note

You are asked for the charge note.

You can enter some text information about this charge transaction. 



 Charge note? ________________________________________

Enter a charge note, or press [Enter] to skip this prompt.

Which Day Book

If you are NOT a local user, you are asked which day book the charge transactions should be recorded in. 



   +---Record Transactions in---+ 
   |  Member's Local Day Book   | 
   |  Council Day book          | 
   +----------------------------+

Select "Member's Local Day Book" to record the charges in the day book of the local the member belongs to.

Select "Council Day book" to record the charges in the council's day book.

Post Charges

You are asked if you want to post the charges. 



   1) Carpenter books           CHARGE                              $12.50 
   2) Member chg for new book   CHARGE                               $4.50 
   3) Charity donation          CHARGE                               $2.00 
 
 
 
  +Post these charges+ 
  |  Yes             | 
  |  No              | 
  +------------------+

Select "Yes" to post the charges.

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

Press <ESC> to abort this charge entry.

If "Yes", the charges are posted.

13.4 Reversing Payment Transactions

The following section describes how to reverse a payment. 



   +---------------------Transaction Type---------------------+ 
   |  Next Member            |   Refund                       | 
   |  Back to Entry Screen   |   Correct Dues Charge          | 
   |  Payment                |   Change Dues Paid Thru Date   | 
   |  Charge                 |   Credit Adjustment            | 
   |  Reverse a Payment      |                                | 
   |  Reverse a Charge       |                                | 
   +----------------------------------------------------------+

After "Reverse a Payment" is selected, you are asked for information about the payment that you want to reverse.

Which Day Book

If you are NOT a local user, you are asked which day book the payment reversal transactions should be recorded in. 



   +---Record Transactions in---+ 
   |  Member's Local Day Book   | 
   |  Council Day book          | 
   +----------------------------+

Select "Member's Local Day Book" to record the reverse payment transactions in the day book of the local the member belongs to.

Select "Council Day book" to record the reverse payment transactions in the council's day book.

Payment Date Range

You are asked for the date range of when the payment was made. If you know the payment date, you can just enter that date as the beginning and ending dates of the date range.

First, you are asked for the beginning date that you want to include payments for. 



 Include payments beginning (MMDDYYYY)? ________

Enter the beginning date of the payment date range, in MMDDYYYY format.

Next, you are asked for the ending date of the date range. 



 Include payments ending (MMDDYYYY)? ________

Enter the ending date of the payment date range, in MMDDYYYY format.

Select Payment

A menu of the payments that were made during the entered date range, is displayed, and you are asked to select the payment that you want to reverse. 



   +---------------------Select PAYMENT to Reverse---------------------+ 
   |                                                                   | 
   |  Date       Pay Method  Check#/Card#         Receipt#    Amount   | 
   |  09/06/2000 Check       4538                 10001209     52.00   | 
   |  09/06/2000 Check       1109                 10001208     52.00   | 
   |  09/06/2000 Check       909                  10001207    100.00   | 
   |  09/06/2000 Check       879                  10001206    125.00   | 
   +-------------------------------------------------------------------+

Select the payment item that you want to reverse from the list of payments.

Sure Reverse Dues Payment

After you select the payment you want to reverse, payment information and a list of charges that were paid by the payment, are displayed.

If any part of the payment to be reversed was applied to membership dues, reversing the payment will cause the dues paid thru date to be changed.

If membership dues are involved, as shown in the following example, you are asked if you are sure that you want to reverse the payment. 



Payment Date: 09/06/2000                               Entered by: TESTER 
Pay Method  : Check                                      Receipt#: 10001209 
Check/Card# : 4538                                  Total Payment: $52.00 
 
 1) Membership Dues           Oct/2000 - Oct/2000     $26.00 
 2) Membership Dues           Nov/2000 - Nov/2000     $26.00 
 
 
 +Sure reverse this payment+ 
 |  Yes                    | 
 |  No                     | 
 +-------------------------+ 
       This payment includes DUES.  Dues Paid Thru Date will be adjusted.

Select "Yes" to continue with the payment reversal process.

Select "No" if you do not want to reverse the payment.

Reverse Payment Note

You are asked if you want to enter a note about this payment reversal. 



 Reverse payment note? ________________________________________

Enter some note text about this payment reversal, or press [Enter] to skip this prompt if you do not want to enter a note.

Reverse Payment

You are asked if you actually want to reverse this payment. 



 Payment Date: 09/06/2000                               Entered by: TESTER 
 Pay Method  : Check                                      Receipt#: 10001209 
 Check/Card# : 4538                                  Total Payment: $52.00 
 
  1) Membership Dues           Oct/2000 - Oct/2000     $26.00 
  2) Membership Dues           Nov/2000 - Nov/2000     $26.00 
 
 
  +Reverse this payment+ 
  |  Yes               | 
  |  No                | 
  +--------------------+

Select "Yes" to reverse the payment.

Select "No" to return to the previous prompt.

Press <ESC> to abort this payment reversal.

If "Yes", the payment is reversed.

If there are other payments that can be reversed, you are asked if you want to reverse any of the other payments. 



   +--------------------------------------------+ 
   |  MORE  select another payment to reverse   | 
   |  DONE  finished reversing payments         | 
   +--------------------------------------------+

Select "MORE" if you want to reverse another payment.

Select "DONE" if you are finished reversing payments.

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