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The DUESCLASSCHA - Future Dues/Class Change Maint menu option is used by affiliates to enter future dues code and future class code changes for their members.
For example, you might have a member who is going to be changed from apprentice level 2 to apprentice level 3 in three months. This procedure allows you to enter the future change for the member. The change will then automatically go into effect in three months.
Select DUESCLASSCHA to enter future dues code and class code changes. You can also update and/or delete any previously entered future changes that are not yet in effect.
| 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 add, change, and delete future dues code and class code changes.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Member ID :
Affiliate ID :
Current Class :
Current Dues Code:
100% Emp Remit :
Start Date End Date New Class New Dues Emp Remit
Member name or ID? ____________________________________________________________
<ESC>=Exit Future Dues Class Change <F2>=Back <F1>=Help
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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, the member's current dues and class information are displayed. If any future dues/class code change records exist, they are also displayed. For Example:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Member ID : U-5743-5698 -- Rocky J Stone
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
10/01/1999 12/31/1999 APPRENTIC2 CTR_APP2 N
01/01/2000 03/31/2000 APPRENTIC3 CTR APP3 N
+----------Select Option-----------+
| ADD Dues/Class Change |
| CHANGE Dues/Class Change Info |
| DELETE Dues/Class Change |
|----------------------------------|
| DONE finished with member |
+----------------------------------+
<ESC>=Exit Future Dues Class Change <F2>=Back <F1>=Help
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Note: If no future dues/class change entries exist for the member, the "ADD" option will be the only maintenance option displayed.
+----------Select Option-----------+ | ADD Dues/Class Change | | CHANGE Dues/Class Change Info | | DELETE Dues/Class Change | |----------------------------------| | DONE finished with member | +----------------------------------+ |
The future dues/class code change maintenance options are:
| ADD Dues/Class Change | add a future dues/class change record | |
| CHANGE Dues/Class Change Info | update information in a future dues/class change record | |
| DELETE Dues/Class Change | delete a future dues/class change record | |
| DONE finished with member | finished adding/updating information for this member |
Select the appropriate maintenance option.
+----------Select Option-----------+ | ADD Dues/Class Change | | CHANGE Dues/Class Change Info | | DELETE Dues/Class Change | |----------------------------------| | DONE finished with member | +----------------------------------+ |
The following sections describe the prompts displayed and information entered, when you select the "ADD Dues/Class Change" option.
You are asked for the start date. This is the date when this future dues/class code change will go into effect.
ADD: Start date (MMDDYYYY)? ________ |
The start date must be a future date that is later than the current month. For example, if the current month is September, the start date must be an October or later date.
The day portion (DD) of the start date must be "01", the first day of the month. For example: 12011999
Enter the start date in MMDDYYYY format.
You are asked for the end date. This is the last date that this future dues/class code change will be in effect.
ADD: End date (MMDDYYYY or NEVER)? NEVER___ |
The default end date is "NEVER".
Press [Enter] to accept the default end date if you want this future dues/class code change to continue into infinity, or enter an end date in MMDDYYYY format.
If an end date is entered, the day portion (DD) of the date must be the last day of the entered month. For example: 12312000
You are asked for the class code.
+----------------Classification-----------------+ | 50DISABLED Section 50 Disabled | | AGENCY Agency Shop | | APPLICANT Membership Applicant | | APPRENTAPP Apprentice Applicant | | APPRENTIC1 Apprentice level 1 | | APPRENTIC2 Apprentice level 2 | | . . . . . . . . . . . | | APPRENTICE Apprentice | | BECK Beck Objector | | CONTRACTOR Contractor Member | | DISABLED Disabled Member | | EARLYRET Early Retired | | INSERVICE Called Military Service | | MEMBER Member - Regular | | PREAPPREN Pre-apprentice | | RETIRED Retired Member | | WALKAPP Walkin Apprentice - non member | | WALKIN Walkin Journeyman - non member | +-----------------------------------------------+ |
Press [Enter] to accept the default class code.
Select one of the class codes from the menu if the class code will be changing.
Note: If the member class is 50DISABLED, the dues code will automatically be set to 50DISABLED. If the member class is RETIRED, the dues code will automatically be set to 50ARETIRED.
You are asked for the dues code.
+------------------------Dues Group------------------------+ | No Dues Code | |----------------------------------------------------------| | 50ARETIRED Retired Member Dues - Sect 50A $6.00 | | 50DISABLED Section 50 Disabled Dues $6.00 | | CTR_APP1 counter dues - apprentice 1 $20.00 | | CTR_APP2 Counter dues - apprentice 2 $24.00 | | CTR_APP4 Counter dues - apprentice 4 $0.00 | | CTR_APP5 Counter dues - apprentice 5 $24.00 | | CTR_APP912 Counter dues - apprentice 9-12 $25.00 | | CTR_JOUR Counter dues - journeyman $26.00 | | CTR_PREAPP Counter dues - pre-apprentice $0.00 | +----------------------------------------------------------+ |
Press [Enter] to accept the default dues code.
Select one of the dues codes from the menu if the dues code will be changing.
You are asked if all dues (monthly counter dues and checkoff dues) are deducted, and sent to the local/council by the employer 100% of the time.
+ADD: 100% Employer Dues Remit+ | Yes | | No | +-----------------------------+ |
Select "Yes" if the dues are remitted to the local/council by the employer 100% of the time.
Select "No" if the dues are not 100% employer remitted.
If "No", a dues code is required.
You are asked if you want to add this future dues/class code change record.
+ADD Dues/Class Change Record+ | Yes | | No | +----------------------------+ |
Select "Yes" to add this future dues/class code change record.
Select "No" to go back to the previous prompt.
Press <ESC> to abort this add procedure.
If "Yes", this future dues/class code change record is added.
You can add one or more future dues/class code change records.
+----------Select Option-----------+ | ADD Dues/Class Change | | CHANGE Dues/Class Change Info | | DELETE Dues/Class Change | |----------------------------------| | DONE finished with member | +----------------------------------+ |
The following sections describe the prompts displayed and information entered, when you select the "CHANGE Dues/Class Change Info" option.
If the member has only one future dues/class code change record, the information for that record is highlighted, and you can proceed with making the changes.
If the member has multiple future change records, after you select the "CHANGE" option, a menu of the future dues/class code changes is displayed, and you are asked to select the record you want to change.
+----------Select Dues/Class Change Record to Change-----------+ | | | Start Date End Date New Class New Dues Emp Remit | | 10/01/1999 12/31/1999 APPRENTIC2 CTR_APP2 N | | 01/01/2000 03/31/2000 APPRENTIC3 CTR APP3 N | | 04/01/2000 NEVER APPRENTIC4 CTR_APP4 N | +--------------------------------------------------------------+ |
Select the future dues/class code change item that you want to update.
After you make your selection, the data for that item is highlighted on the screen.
If the selected item will go into effect sometime in the future, you can make changes to all of the data fields.
If the selected item is currently in effect (i.e. the start date is in the past), you can only change the end date, and the end date can not be a date in the past.
If the end date of the selected item, is in the past, you can not make any changes to the record.
Note: If the member class is changed to 50DISABLED, the dues code will automatically be set to 50DISABLED. If the member class is changed to RETIRED, the dues code will automatically be set to 50ARETIRED.
After you have completed the changes to the future dues/class code change record, you are asked if you actually want to make the changes.
+CHANGE Dues/Class Change Record+ | Yes | | No | +-------------------------------+ |
Select "Yes" to update this future dues/class code change record.
Select "No" to go back to the previous prompt.
Press <ESC> to abort this change.
If "Yes", this future dues/class code change record is updated.
+----------Select Option-----------+ | ADD Dues/Class Change | | CHANGE Dues/Class Change Info | | DELETE Dues/Class Change | |----------------------------------| | DONE finished with member | +----------------------------------+ |
The following sections describe the prompts displayed and information entered, when you select the "DELETE Dues/Class Change" option.
If the member has only one future dues/class code change record, the information for that record is highlighted, and you can proceed with the delete.
If the member has multiple future change records, after you select the "DELETE" option, a menu of the future dues/class code changes is displayed, and you are asked to select the record you want to delete.
+----------Select Dues/Class Change Record to Delete-----------+ | | | Start Date End Date New Class New Dues Emp Remit | | 10/01/1999 12/31/1999 APPRENTIC2 CTR_APP2 N | | 01/01/2000 03/31/2000 APPRENTIC3 CTR APP3 N | | 04/01/2000 NEVER APPRENTIC4 CTR_APP4 N | +--------------------------------------------------------------+ |
Select the future dues/class code change item that you want to delete.
After you make your selection, the data for that item is highlighted on the screen.
If the selected item will go into effect sometime in the future, you can delete the record.
If the start date of the selected item, is in the past, you can NOT delete the record.
If the future dues/class code change record can be deleted, you are asked if you actually want to delete the record.
+Sure DELETE Dues/Class Change Record+ | Yes | | No | +------------------------------------+ |
Select "Yes" to delete this future dues/class code change record.
Select "No" to go back to the previous prompt.
Press <ESC> to abort this delete.
If "Yes", this future dues/class code change record is deleted.
The CONWITH - Mass Conditional Withdrawal menu option is used by affiliates to massively change selected members who are in goodstanding, to conditional withdrawal status.
Note: This "Conditional Withdrawal" procedure may only be used by affiliates chartered as Industrial.
| 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 describes how to select specific members, and change them to conditional withdrawal status.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Members of Affiliate : UBC01444 -- Tucson Local
Member Status : GOODSTANDG
100% Employer Remit Only :
Exclude Unapplied/Overpaid:
Employer :
Dues Paid Thru Date Before:
Report or Change :
Sort by :
Effective Date of
Conditional Withdrawal :
+Only Include 100% Employer Remit Members+
| Yes |
| No |
+----------------------------------------+
<ESC>=Exit Mass Conditional Withdrawal <F2>=Back <F1>=Help
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Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
You are asked for the affiliate ID.
Affiliate ID? UBC04003 |
Enter the council affiliate ID to select members of all locals in the council.
Enter the affiliate ID of a local in the council, to select members of that specific local.
If a default affiliate ID is provided and it is correct, you can press [Enter] to accept the default.
After the affiliate ID is entered, the affiliate name is displayed.
If a council affiliate ID was entered, you are asked if you are sure you want to include all members from all of the locals in the council.
+Sure Members from All Industrial Locals in Council UBC04003+ | Yes | | No | +-----------------------------------------------------------+ |
Select "Yes" to proceed with selecting members from all locals in the council.
Select "No" to return to the affiliate ID prompt.
"GOODSTANDG" is displayed as the member status. This tells you that only members who are in goodstanding can be selected.
You are asked if you only want to include members who have 100% of their payments remitted by employers.
+Only Include 100% Employer Remit Members+ | Yes | | No | +----------------------------------------+ |
Select "Yes" to include only 100% employer remit members.
Select "No" to include all members.
You are asked if you want to exclude members who have unapplied/overpay money.
+Exclude Members with Money in Unapplied/Overpay+ | Yes | | No | +-----------------------------------------------+ |
Select "Yes" to exclude members who have money in unapplied/overpay.
Select "No" to include members with unapplied/overpay money.
You are asked for the employer ID that you want to include.
Employer? __________________________________________________
Enter "ALL" if you want to select all employers
|
Enter "all" to include all employers.
Enter one or more characters of the employer ID you want to include.
If more than one employer ID begins with the entered characters, a menu of employers is displayed. You can then select an employer from the list.
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