The following prompts are displayed when you change the dues paid thru date to a past date.

Which Day Book

If you are NOT a local user, you are asked which day book the financial 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 transactions in the day book of the local the member belongs to.

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

Past Dues Paid Thru Date

You are asked for past date that you want to change the current dues paid thru date to.

Posting Date: 09/07/2000 Day Book: Local Current Dues Paid Thru Date: 10/31/2000 Changed Dues Paid Thru Date: Change the Dues Paid Thru Date to (MMDDYYYY)? ________

Enter the past dues paid thru date in MMDDYYYY format.

The date should be a month end date (e.g. 08312000).

Proceed with Date Change

You are asked if you want to proceed with changing the current dues paid thru date to the entered date.

Current Dues Paid Thru Date: 10/31/2000 Changed Dues Paid Thru Date: 08/31/2000 Will reverse existing dues payments for September 2000 thru October 2000 +Proceed to change Dues Paid Thru Date+ | Yes | | No | +-------------------------------------+

Select "Yes" to proceed with the dues paid thru date change.

Select "No" to return to the previous prompt.

Press <ESC> to abort this change procedure.

If "Yes", the dues paid thru date is changed, and some amounts such as paid forward, may be updated.

Class : APPRENTIC2 Status: GOODSTANDG Employer: BROOKS Dues Pd Thru: 08/31/2000 Dues Group: CTR_APP2 Monthly: $24.00 Curr Balance: $24.00 credit Unapplied/Overpay: $0.00 Last Photo : Paid Forward: $0.00 Posting Date: 09/07/2000 Day Book: Local Current Dues Paid Thru Date: 10/31/2000 Changed Dues Paid Thru Date: 08/31/2000 Will reverse existing dues payments for September 2000 thru October 2000 Dues Paid Thru Date changed to 08/31/2000 Press the RETURN key to continue

Press [Enter] to return to the transaction type menu.

13.10 Credit Adjustments

The following section describes how to enter credit adjustments.

+---------------------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 "Credit Adjustment" is selected, you are asked for information about the credit adjustment and what you want to do with it.

Total Adjustment Amount

You are asked for the total amount of the credit adjustment.

Total credit adjustment amount? _______

Enter the total dollar amount of the credit adjustment. If the amount is $25.00, you can enter: 25 or 25.00

Which Day Book

If you are NOT a local user, you are asked which day book the credit adjustment 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 transactions in the day book of the local the member belongs to.

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

Credit Adjustment Note

You are asked if you want to enter a note about this credit adjustment.

Adjustment note? ________________________________________

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

Credit Adjustment Action

You are asked what you want to do with the credit adjustment amount.

+------------------Select Charge to Pay------------------+ | UNAPPL Leave as Unapplied/Overpay | |--------------------------------------------------------| | AUTO Auto Allocate Payment | |--------------------------------------------------------| | | | Charge For Date Charged Owed | | Carpenter books 09/08/2000 8.00 8.00 | |--------------------------------------------------------| | OTHER Pay Other Charges | | FUTURE Pay Future DUES | +--------------------------------------------------------+

You can select "UNAPPL" if you do not want to apply the credit adjustment amount to any charges or future dues.

You can apply the credit adjustment amount to current charges, other uncharged charges or future dues, and post the credit adjustment as a payment.

Post Credit Adjustment

If you did not apply the credit adjustment to any charges or future dues, you are asked if you want to post this credit adjustment as unapplied/overpay.

1) Leave Total Credit Adjustment as Unapplied $6.00 +Post this credit adjustment+ | Yes | | No | +---------------------------+

Select "Yes" to post the credit adjustment.

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

Press <ESC> to abort this credit adjustment entry.

If "Yes", the credit adjustment entry is posted.

You can change various fields of data in the member record. The CHANGE menu option allows you to change member data.

| 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 |

NOTE: If a member is changed to "DECEASED" or "SRESTRICT" status in error, the General Office will have to change the member's incorrect status to the correct status.

NOTE: If a member has no phone number or an invalid phone number, the following message will be displayed:

+----------------------------------------------------------------------+ | | | Attention! | | | | The membership record for this member has a bad phone number. | | | +----------------------------------------------------------------------+ Press the RETURN key to continue

14.1 Member Maintenance Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member ID : Aff: Curr Status : Date: Class : Arr Mos: Craft : Paid Thru: ID Title : Working at Trade: Name, Last : Suffix: First : Nickname: Middle: Phone: Local PAC : Council PAC: Last Photo: Tax Sched : Curr Init: Sex: Prev Status : Prev Date: UBC Pension: Orig Aff ID : Orig Init: Init Fees Pd: Prev Tax : Last Aff ID: Funerl Don Ltr: Cause Death : Birthdate: Language : Apprn to Journ: Barg Auth : Supp Dues: EEOC Data: Citizen : Political Aff: Polling Dist: CLIC Donat : At Branch: Dues Code: Employer ID : Emplyee: Deduct: 100% Emp Dues: Address Ln1 : Good Address: Bad Phone: Address Ln2 : Send Magazine: 3rd Party: City : State: Zip: Country: E-Newsltr: Member ID? ______________________________________________________________ <ESC>=Exit <F11>=Select MEMBER MAINTENANCE <F12>=Do <F2>=Back <F1>=Help

14.2 Member Maintenance Input

Changing from Active to Inactive Status

If you are changing from an active status to an inactive status, you are asked if you are sure that you want to change the member to an inactive status. For example:

+----------------------------------------------------------------------+ | | | You are changing the member from an active to an inactive status. | | | | Are you sure you want the member to be changed to an inactive | | status? | | | +----------------------------------------------------------------------+ +-------------------------------------+ | Do NOT change to Inactive Status | | Change to Inactive Status | +-------------------------------------+

Select "Do NOT change to Inactive Status" if you do not want to make a status change.

Select "Change to Inactive Status" if you are sure that you want to change this member to an inactive status.

50DISABLED Class

Only security users and the General Office can change members to the 50DISABLED classification. When a member is changed to class 50DISABLED, the effective date can NOT be prior to December 1, 2000. Also, when the class is changed to 50DISABLED, the member's dues code is automatically changed to 50DISABLED.

RETIRED Class

When a member is changed to class RETIRED, the member's dues code is automatically changed to 50ARETIRED.

INSERVICE Class

A member can be changed to the INSERVICE classification if:

their current classification is a "member" class
they have 6 months of service time
dues have been paid thru the effective month

Note: If the member to be changed to INSERVICE has dues paid forward, the following message is displayed:

+----------------------------------------------------------------------+ | | | This member has dues paid forward for months that he will/may | | not be charged for. Please refund all paid forward monies or | | move dues paid thru date to 08/2003 and leave the money | | unapplied. | | | +----------------------------------------------------------------------+ Press the RETURN key to continue

Press [Enter] to continue so that you can take the appropriate action. You will be returned to the member name/ID prompt.

ASSESSDUE and ARRSASSESS Status Codes

Only Council users and the General Office can change members to or from a status of ASSESSDUE or ARRSASSESS.

Working in Trade

When new members and applicants are entered, the "working in trade" flag is set to "Yes". The "working in trade" flag can be changed from "Yes" to "No" and "No" to "Yes", except if the class is "RETIRED" or "DISABLED50". If the class is "RETIRED" or "DISABLED50", the "working in trade" flag can NOT be changed to "Yes".

Miscellaneous Notes:

The following is some miscellaneous information about member changes.

• Depending on the data item you select to change, you might be prompted for additional data. For example, if you change the current status, you will be asked for the effective date of the status change.
• There are some data items that can be changed only by users who have the "override" privilege. If you cannot do "overrides", some data items may not be listed as changeable. For example, a non-override user cannot change certain status codes and classification codes.
• When certain member data is changed, it is normal to create statement transactions. However, the "Member Maintenance" procedure may not always create statement transactions, but may ask you if you wish to create statement transactions, or display a warning message that transactions may be needed. For example, if the status code has not been changed, but the status date is changed, the message "Change of Status Date may require manual Statement Transactions!" is displayed.
• Only the General Office can change the "Funeral Donation Policy Letter" information.

14.2.1 Changing Member Statuses Back From ARREARS or SUSPENDED

Note: If you are changing the status back to goodstanding because you really did have the money before the end of month, you should change the status BEFORE you post the payment. Here is the reason why:

Assume you have a member in goodstanding effective 6/13/99. The end of month July changes the member to arrears, effective 7/31/01.

1. If you post the payment on 8/3/01, before changing the status, the payment process will square the member back to goodstanding (assuming enough money was paid), but the effective date will be 8/3/01.
2. If the member did not pay all the back dues but, for example, only paid for 1 month, posting the payment would not bring the member back to goodstanding. However, if that 1 month payment had been posted prior to the end of month, the member would not have gone to arrears status.
3. If you do the status change maintenance first, you can change the member to goodstanding effective 6/13/99 which is back to where they were originally. Then, when you post the payment, the member retains the old goodstanding date.

Changing ARREARS Status Back to GOODSTANDG

If a member has been changed to ARREARS status and should not have been, perform the following steps to change the status back to GOODSTANDG:

1. Select "CHANGE - Member Maintenance" from the menu.
2. Enter the member name or member ID.
3. Note in the middle of the screen the line starting with "Prev Status". (This should be GOODSTANDG if the member was put into ARREARS status by the end of month updates.)
   Next to that is the information "Prev Date". You will use this date in changing the member back to GOODSTANDG.

   Prev Status : GOODSTANDG Prev Date: nn/nn/nnnn UBC Pension:

4. The current status selection menu will come up with "ARREARS" highlighted. Click on "GOODSTANDG".
5. Next, the system will ask for the current status effective date. Enter the date that was displayed as the date in "Prev Date".
6. Press the [F12] key.
7. The system will prompt "Change this record". Select "Yes" to change the record.

Note: If the member was put into ARREARS status and should have been, do not use this process to put the member back to GOODSTANDG. Instead, post the member's dues payment and the status will change.

Changing SUSPENDED Status Back to ARREARS

If a member was changed to SUSPENDED status and should not have been, perform the following steps to change the status back to ARREARS:

1. Select "CHANGE - Member Maintenance" from the menu.
2. Enter the member name or member ID.
3. Note in the middle of the screen the line starting with "Prev Status". (This should be ARREARS if the member was put into SUSPENDED status by the end of month updates.)
   Next to that is the information "Prev Date". You will use this date in changing the member back to ARREARS.

   Prev Status : ARREARS Prev Date: nn/nn/nnnn UBC Pension:

4. The current status selection menu will come up with "SUSPENDED" highlighted. Click on "ARREARS".
   If the member was suspended more than 3 business days ago, you will get a message that the status cannot be changed. You must request reinstatement dispensation from the General Office.
   If the member was suspended within the 3 business days, you will be allowed to change to ARREARS status.
5. Next, the system will ask for the current status effective date. Enter the date that was displayed as the date in "Prev Date".
6. Press the [F12] key.
7. The system will prompt "Change this record". Select "Yes" to change the record.
8. NOTE: A message is displayed that tells you that you need to enter this month's dues charge. For example:
   

   +---------------------------------------------------------------------+ | | | NOTICE | | | | Member was suspended and did not get charged dues for this month. | | | | You must use Payments & Charges Entry and post the dues charge | | for this month. | | | +---------------------------------------------------------------------+ Press the RETURN key to continue

   
   Press [Enter] to continue.

9. Now, you need to use Payments/Charges Entry to enter and post the dues charge for this month.
10. You can now enter the member's payment.

Changing ARREARS Status Back to GOODSTANDG

If a member was changed to ARREARS status and should not have been, perform the following steps to change the status back to GOODSTANDG:

1. Select "CHANGE - Member Maintenance" from the menu.
2. Enter the member name or member ID.
3. Note in the middle of the screen the line starting with "Prev Status". (This should be GOODSTANDG if the member was put into ARREARS status by the end of month updates.)
   Next to that is the information "Prev Date". You will use this date in changing the member back to GOODSTANDG.

   Prev Status : GOODSTANDG Prev Date: nn/nn/nnnn UBC Pension:

4. The current status selection menu will come up with "ARREARS" highlighted. Click on "GOODSTANDG".
   If the member was put into arrears MORE than 3 business days ago, you will get a message that the status cannot be changed. You must post a payment to square the member to goodstanding.
   If the member was put into arrears within the 3 business days, you will be allowed to change to GOODSTANDG status.
5. Next, the system will ask for the current status effective date. Enter the date that was displayed as the date in "Prev Date".
6. Press the [F12] key.
7. The system will prompt "Change this record". Select "Yes" to change the record.