United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
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16.2.2 Enter Initiation/Dues Charges/Payments

A displayed message tells you that you will next be entering initiation and dues charges and payments information. 



                   Enter initiation & dues charges/payments 
                        Press the RETURN key to continue

Press the [Enter] key to continue. After you press [Enter], the following charges and payments entry screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Member ID   : U-7770-4006  George Karr Jr 
Class       : MEMBER 
Tax         : 001 
Init Date   : 04/15/2000 
 
Dues Group  : Counter dues - journeyman 
Monthly Dues: $26.00 
 
Curr Balance: $7.50 
 
                                     CHARGES                                   
 Initiation Fee:                                        Other Fee: 
 Dues Owed thru                                       Total Other: 
   this Month  :                # Months:           Total Charges: 
                                    PAYMENTS                                   
 Total Pymnt :           Method:                   Pay Method ID#: 
                   Want Receipt:                         Receipt#: 
 Init Paid   :                                         Other Paid: 
 Dues Paid   :                                        Total Other: 
 Dues Pd Thru:                                         Total Paid: 
 
 +-Record Charges/Payments in-+ 
 |  Member's Local Day Book   | 
 |  Council Day Book          | 
 +----------------------------+ 
 
<ESC>=Exit                     Move Walkin Member            <F2>=Back <F1>=Help

Which Day Book

If you are NOT a local user, you are asked which day book the charges and payments should be recorded in. 



   +-Record Charges/Payments in-+ 
   |  Member's Local Day Book   | 
   |  Council Day Book          | 
   +----------------------------+

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

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

After you select a day book option, which day book will be displayed on the screen. For Example: 


                      CHARGES (for Member's Local Day Book) 
 
                     PAYMENTS (for Member's Local Day Book) 
 
 
                         CHARGES (for Council Day Book) 
 
                         PAYMENTS (for Council Day Book)

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.

Dues Charges

The dues charges are calculated and displayed. For example: 



                      CHARGES (for Member's Local Day Book)                    
 Initiation Fee: $225.00                                Other Fee: 
 Dues Owed thru                                       Total Other: 
   this Month  : $52.00         # Months: 2         Total Charges: $277.00

Post Charges

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



                      CHARGES (for Member's Local Day Book)                    
 Initiation Fee: $225.00                                Other Fee: 
 Dues Owed thru                                       Total Other: 
   this Month  : $52.00         # Months: 2         Total Charges: $277.00 
 
   . . . . . . 
 
 +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: $4.00 
 Dues Owed thru                                       Total Other: 
   this Month  : $52.00         # Months: 2         Total Charges: $277.00 
 
        . . . . . 
 
 +Post Member chg for new book charge of $4.00+ 
 |  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? _______

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 the appropriate payment method 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.

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: $4.00 
 Dues Owed thru                                       Total Other: $4.00 
   this Month  : $52.00         # Months: 2         Total Charges: $281.00 
                     PAYMENTS (for Member's Local Day Book)                    
 Total Pymnt : $281.00   Method: CHECK             Pay Method ID#: 3008 
                   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

If there are any additional charges, you are asked for the amount of the payment for the first additional charge. 



 Payment amount for Member chg for new book? 4.00___ 
 
                          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: $4.00 
 Dues Owed thru                                       Total Other: $4.00 
   this Month  : $52.00         # Months: 2         Total Charges: $281.00 
                     PAYMENTS (for Member's Local Day Book)                    
 Total Pymnt : $281.00   Method: CHECK             Pay Method ID#: 3008 
                   Want Receipt: Yes                     Receipt#: 
 Init Paid   : $225.00                                 Other Paid: $4.00 
 Dues Paid   :                                        Total Other: 
 Dues Pd Thru:                                         Total Paid: $225.00 
 
 +Post payment for Member chg for new book of $4.00+ 
 |  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.

If there are additional miscellaneous charges, you are asked for their payment amounts and postings.

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: $4.00 
 Dues Owed thru                                       Total Other: $4.00 
   this Month  : $52.00         # Months: 2         Total Charges: $281.00 
                     PAYMENTS (for Member's Local Day Book)                    
 Total Pymnt : $281.00   Method: CHECK             Pay Method ID#: 3008 
                   Want Receipt: Yes                     Receipt#: 
 Init Paid   : $225.00                                 Other Paid: $4.00 
 Dues Paid   : $52.00                                 Total Other: $4.00 
 Dues Pd Thru: Apr/2000 - May/2000                     Total Paid: $229.00 
 
 +Post this dues payment+ 
 |  Yes                 | 
 |  No                  | 
 +----------------------+ 
                     Member chg for new book 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             | 
   +-----------------+ 
                                Dues Payment posted

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 it can be printed.

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.

16.2.3 Obligation Form

You are asked if you want to print an obligation form for this re-initiated 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.

Chapter 17
MEMNOTES - Member Notes

The member notes procedure is used to:

  1. enter/add member notes
  2. review current member notes
  3. change member notes
  4. delete member notes

To add, change, or review a member's notes, select the MEMNOTES menu option. 



        |                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              |

When the "Notes" menu option is selected, you are placed into the member notes procedure.

17.1 Member Notes Screen

After you select MEMNOTES from the menu, the member notes input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID:               Aff ID: 
Name     : 
Class    :               Status:             Date:               Tax Sched: 
 
 
 
 
 
 
 
 
 
 
Member name or ID? ____________________________________________________________ 
 
 
<ESC>=Exit                        MEMBER NOTES               <F2>=Back <F1>=Help

17.2 Member Notes Prompts

After the member record is displayed, you can review, add, or change the member notes.

The following sections describe each of the prompts displayed in the member notes procedure.

17.2.1 Member Name/Member ID

You are asked for the member name or member ID. 



 Member name or ID? ____________________________________________________________

Enter the member's name or ID.

After a member's name or ID is entered, some of the member data is displayed.

17.2.2 Note Command Options

If no member notes exist, the message "No notes exist" is displayed in the center portion of the screen.

If one or more member notes do exist, the latest notes are displayed.

When the member data and notes (if there are any) are displayed, the note command options are also displayed. The command options are shown at the bottom of the screen. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Member ID: U-2689-7615   Aff ID: UBC01444 -- Tucson Local 
Name     : Raymond Booth 
Class    : MEMBER        Status: GOODSTANDG  Date: 11/01/1997    Tax Sched: 001 
 
 No notes exist 
 
 
 
 
 
 
Command? ________ 
 
      Enter ADD, note # to edit, NEXT, PREVIOUS, FIRST, LAST, DELETE, EXIT 
<ESC>=Exit                        MEMBER NOTES               <F2>=Back <F1>=Help

At this time, you are asked for the command - note option - that you want to perform. 



 Command? ________ 
 
       Enter ADD, note # to edit, NEXT, PREVIOUS, FIRST, LAST, DELETE, EXIT

The commands that you can enter are:
  ADD enter ADD to add a new note
  note number enter the number of the note that you want to change or review
  NEXT enter NEXT to display the next screen of notes
  PREVIOUS enter PREVIOUS to display the previous screen of notes
  FIRST enter FIRST to display the first screen of notes - the earliest/oldest notes
  LAST enter LAST to display the last screen of notes - the most recent notes
  DELETE enter DELETE to delete a note; you will be asked for the number of the note to be deleted
  EXIT enter EXIT to exit the notes procedure

Enter the command you want to perform.

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