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

Old Balance

If the member has an old balance, you are asked if you want to zero out the old balance.

+Zero the Old Balance+ | Yes | | No | +--------------------+ Member Has Old Balance Outstanding: $104.00

Select "Yes" to zero out the member's old balance.

Select "No" if you do NOT want to zero out the old balance.

Update Member Data

At this point, you can update the member information. Each data item is prompted, and you can make changes. You can also enter alternate contact information.

Pending JATC

After the name information is entered, the system checks for similar names in the pending JATC apprentice file. If similar names are found, you are asked if the member being re-initiated is one of the listed pending JATC persons. For example:

+--------Is Member Being Reinitiated One of These JATC Individuals---------+ | | | Member ID Member Name Council Status Status Date | | U-8769-5482 Deaver, Lance UBC04003 PENDING 04/30/2003 | |--------------------------------------------------------------------------| | Not Already on System | +--------------------------------------------------------------------------+

If one of the pending JATC persons is selected, information in the JATC file is displayed, and you are asked if this is the person that you are re-initiating.

Select "Yes" if this is the same person that you are re-initiating.

Select "No" if this is not the same person.

Re-initiation Date

As you proceed through the member data items, you will come to the prompt which asks for the re-initiation date.

Note: If the person being re-initiated is entered with a class of WALKIN or WALKAPP, you will not be asked for the re-initiation date. The re-initiation date will automatically be set to the original initiation date.

Reinitiation date (MMDDYYYY)? ________

Enter the date in the format MMDDYYYY.

The re-initiation date must be a valid date that is today or prior to today, and it must be the same or after the current status date.

Re-initiation Fees Paid

You are asked for the re-initiation fees that the member paid.

Reinitiation fees paid? ______

This is a dollar amount.

Enter a number between 0 and 999.99.

Example: if the amount is $25.00, you can enter 25 or 25.00

If no re-initiation fees were paid, you can press [Enter] to skip this field.

Confirm Re-Initiation Date

You are asked to confirm that the entered re-initiation date is correct.

Note: If the person being re-initiated is entered with a class of WALKIN or WALKAPP, the re-initiation date will automatically be set to the original initiation date, and you can not change it.

+Correct Re-Initiation Date: June 15, 2000+ | Yes | | No | +-----------------------------------------+

Select "Yes" if the re-initiation date is correct.

Select "No" if the re-initiation date is not correct, and you want to change the date.

Initiation Fee Dispensation

If the system finds an open General Office initiation fee dispensation, you are asked if the member is to be initiated under this dispensation.

+Initiated Under G.O. Init Fee Dispensation+ | Yes | | No | +------------------------------------------+

Select "Yes" if the member is initiated under the General Office initiation fee dispensation.

Select "No" if the member is not initiated under the dispensation.

22.2.5 Re-initiate Member

After you have updated all the member information, you are asked if you actually want to re-initiate the member.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Affiliate : UBC01444 -- Tucson Local At Branch : NOTUCSON -- North Tucson SSN/SIN : 777-77-7202 ID : U-3744-1004 Name, Last : Pages Suffix : First : Steve Nickname: Middle : J Last Photo: No Photo Address 1 : 7004 E. Speedway Address 2 : City : Tucson State/Prov : AZ Country : UNITED STATES ZIP/Postal: 85712 Send Mag: Y Telephone : (520) 555-7044 Date of Birth: 03/14/1972 Age: 28 Gender: M Class : MEMBER Craft: CARPENTER Reinit Date : 04/04/2000 Reinit Fees Pd: 50.00 Tax Sched: 001 To Journeyman: 06/01/1995 Signed Supp Dues: N Auth Bargaining: Y Prior Member : Y Last Affiliate: UBC01444 CLIC Donation: N Political Aff: UNK EEOC Data: UNKNOWN Citizen: Y Polling Dist : Language: ENGLISH Dues Code: CTR_JOUR 100% Emp Dues: N Employer ID: BROOKS Employee#: BR-B2004 P+REINITIATE Member+ Local PAC : N Council PAC: N | Yes | | No | +-----------------+ <ESC>=Exit REINITIATE <F2>=Back <F1>=Help

Select "Yes" to re-initiate the member.

Select "No" to return to the previous prompt.

To abort this procedure, press <ESC>.

If "Yes", the member is re-initiated, and a message is displayed that confirms the re-initiation.

Member Notes

After a member is re-initiated, you are asked if you want to enter any notes for this member.

+-Notes--+ | Yes | | No | +--------+

Select "Yes" if you DO want to enter member notes.

Select "No" if you do NOT want to enter any notes.

If "Yes", you are placed into the notes procedure where you can enter one or more notes for this member.

22.2.6 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-3744-1004 Steve Pages Class : MEMBER Tax : 001 Init Date : 04/04/2000 Dues Group : Counter dues - journeyman Monthly Dues: $26.00 Curr Balance: $0.00 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 REINITIATE <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, the day book information is 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 Charge

The dues charge is calculated and displayed.

Post Charges

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

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 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 | +-----------------------------------------+

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 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: $7.50 Dues Owed thru Total Other: this Month : $26.00 # Months: 1 Total Charges: $251.00 . . . . . +Post Carpenter books charge of $7.50+ | 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: $258.50

Enter the total dollar payment amount that was received.

Payment Method

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

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.

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: $7.50 Dues Owed thru Total Other: $7.50 this Month : $26.00 # Months: 1 Total Charges: $258.50 PAYMENTS (for Member's Local Day Book) Total Pymnt : $258.50 Method: CHECK Pay Method ID#: 2029 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? 7.50___ 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: $7.50 Dues Owed thru Total Other: $7.50 this Month : $26.00 # Months: 1 Total Charges: $258.50 PAYMENTS (for Member's Local Day Book) Total Pymnt : $258.50 Method: CHECK Pay Method ID#: 2029 Want Receipt: Yes Receipt#: Init Paid : $225.00 Other Paid: $7.50 Dues Paid : Total Other: Dues Pd Thru: Total Paid: $225.00 +Post payment for Carpenter books of $7.50+ | 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: $7.50 Dues Owed thru Total Other: $7.50 this Month : $26.00 # Months: 1 Total Charges: $258.50 PAYMENTS (for Member's Local Day Book) Total Pymnt : $258.50 Method: CHECK Pay Method ID#: 2029 Want Receipt: Yes Receipt#: Init Paid : $225.00 Other Paid: $7.50 Dues Paid : $26.00 Total Other: $7.50 Dues Pd Thru: Apr/2000 - Apr/2000 Total Paid: $232.50 +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 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.

Contents

Index

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