Total Payment Received

You are asked for the total payment amount that was received.

The total due is the total owed less any unapplied amount.

The entered payment amount can include money for future dues payments. It will be allocated after all the charges are paid.

Total payment received? _______

Enter the total dollar payment amount that was received.

If the payment amount is not enough to pay all the charges, the following message is displayed:

Insufficient payment: $nnn.nn Can not reinstate.

You can now enter a different payment amount, or exit to abandon the payments entry.

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 option from the payment methods 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".

Allocate Payment

You are asked if you want to proceed with allocating the payment.

+Proceed to allocate payment+ | Yes | | No | +---------------------------+

Select "Yes" to allocate the payment.

Select "No" to return to the payment amount prompt.

If "Yes", the payment will be allocated and all the charges paid.

Excess Payment

If there is money left over after all the charges are paid, and there is sufficient amount to cover a dues payment, you are asked what you want to do with the excess money.

+--$nn.nn left unapplied--+ | Leave as unapplied | | Apply to future dues | +-------------------------+

Select "Leave as unapplied" if you do not want to apply the excess money to future dues.

Select "Apply to future dues" if you do want this money applied to future dues.

If the excess money is applied to future dues and there is still money left over, it is left as overpaid/unapplied.

Print Receipt Now

If you requested a receipt, you are asked if you want the receipt printed now. You can print the receipt now or later.

+Print receipt now+ | Yes | | No | +-----------------+ Dues Payment Posted -- Left Unallocated: $0.00

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.

Charges Not All Paid

If all of the member charges are NOT paid in full, the following message is displayed and you are asked what you want to do.

Not all open charges have been paid. The member can not be reinstated unless all amounts owed are paid. +---------------------------------------------+ | Accept Payment and Leave Member Inactive | | Reverse Payment | +---------------------------------------------+

Select "Accept Payment and Leave Member Inactive" if you want the payment applied, and will enter another payment later to finish the re-instatement.

Select "Reverse Payment" to reverse the entered and posted payment.

Complete Re-instatement

After all the financial entries have been completed and the member has paid all fees and charges, the following message is displayed:

You must now complete filling out the rest of the reinstatement screen and approve this change before the reinstatement will be complete. Press the RETURN key to continue

Press [Enter] to continue.

You are now asked for the employer ID and other miscellaneous information.

Note: If you attempt to exit or back up at this point, the following message is displayed:

+----------------------------------------------------------------------+ | | | Completing the financial transactions does not complete the | | reinstatement process. You now have to continue through the | | rest of the reinstatement process for it to be complete. | | | +----------------------------------------------------------------------+ +------------------------------------------------------+ | Continue to reinstate this member | | Abandon the process and not reinstate this member | +------------------------------------------------------+

Select "Continue to reinstate this member" to continue and complete the re-instatement processing of this member.

Select "Abandon the process and not reinstate this member" if you are sure that you do NOT want to continue with the re-instatement of this member.

If you elect to abandon this re-instatement, you are asked if you are sure that you want to do this.

+----------------------------------------------------------------------+ | | | Are you sure you want to abandon this reinstatement transaction | | without completing it? The member will NOT be reinstated. | | | +----------------------------------------------------------------------+ +-------------------------------+ | Yes -- continue to abandon | | No -- do NOT abandon | +-------------------------------+

Select "Yes" if you are sure that you want to abandon this re-instatement.

Select "No" to continue with this re-instatement.

Employer ID

After the member has paid all fees and charges, you are asked for the employer ID.

Note: The employer ID is not asked if the member is re-instated by the General Office.

Employer? __________________________________________________ Enter a space and press Enter if you do not want to enter a employer

Enter one or more characters of the employer ID or short name.

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. For example:

+--------------- Select Employer (from 2 Matching Employers) ----------------+ | | | Aff ID Employer ID Employer Name | | UBC01444 JONES & SONS Ed Jones & Sons Construction | | UBC01444 JOHNSON Donald R. Johnson Construction | +----------------------------------------------------------------------------+

Employee/Clock Number

You are asked for the employee number or clock number.

Note: The employee or clock number is not asked if the member is re-instated by the General Office.

Employee/Clock number? __________

The employee or clock number can be up to 10 characters in length.

Enter the employee number or clock number if there is one.

Payroll Deduction

You are asked if this member has authorized a payroll deduction for dues payments.

Note: This prompt is not displayed if the member is re-instated by the General Office.

+Has Authorized Payroll Deduction+ | Yes | | No | +--------------------------------+

Select "Yes" if the member has authorized a payroll deduction.

Select "No" if no deduction has been authorized.

Dues Sent by Employer

You are asked if all dues (monthly counter dues and checkoff dues) are deducted, and sent to the local/council by the employer.

Note: This prompt is not displayed if the member is re-instated by the General Office.

+100% of Dues Sent by Employer+ | Yes | | No | +-----------------------------+

Select "Yes" if all dues are deducted and sent by the employer, otherwise, select "No".

Local PAC Donations

You are asked if the member has Local PAC donations/membership.

+Local PAC Donations+ | Yes | | No | +-------------------+

Select "Yes" if the member has Local PAC donations/membership.

Select "No" if the member does not have Local PAC donations/membership.

Council PAC Donations

You are asked if the member has Council PAC donations/membership.

+Council PAC Donations+ | Yes | | No | +---------------------+

Select "Yes" if the member has Council PAC donations/membership.

Select "No" if the member does not have Council PAC donations/membership.

Branch ID

You are asked for the branch ID. This is the ID of the branch the member is associated with.

Note: The branch ID is not asked if the affiliate does not have branches, or if the member is re-instated by the General Office.

+----------------Branch ID----------------+ | NOTUCSON North Tucson | | SOTUCSON South Tucson | | MAIN_OFF Tucson Local - Main Office | +-----------------------------------------+

A menu of branch IDs is displayed.

Select the appropriate item from the menu.

Proceed with Re-instatement

You are asked if you want to proceed with re-instating the member.

+Proceed to Re-instate Member+ | Yes | | No | +----------------------------+

Select "Yes" to proceed with the re-instatement.

Select "No" to return to the previous prompt.

To exit and abort this procedure, press <ESC>.

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

Member Notes

After a member is re-instated, 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.

Additional Phone Numbers, Alternate Contacts

You are asked if you want to enter any additional phone numbers or alternate contact information.

+Additional Phone#, Alt. Contacts+ | Yes | | No | +--------------------------------+

Select "Yes" if you do want to enter additional phone and/or contact information.

Select "No" if you have no phone or contact information to enter.

If "Yes", you are placed into the alternate contact maintenance process where you can enter additional phone and contact information.

New members who have not yet paid all of the initiation fees are entered as applicants. After the fees have been paid, the applicant can be changed/moved to member status.

Select the APPLICANT menu option to enter applicant data.

+-------Applicant/Transfer Processing--------+ | APPLICANT Applicant Entry | | MOVE_APP Move Applicant to Member | | TOUT Transfer Member Out | | TIN Transfer Member In | | TRANFORM Reprint Transfer Card | +--------------------------------------------+

This chapter describes the applicant entry input procedure.

24.1 Applicant Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Arizona State District Council UBC04003 Affiliate : At Branch : SSN/SIN : ID : Name, Last : Suffix : First : Nickname: Middle : Last Photo: Address 1 : Address 2 : City : State/Prov : Country : ZIP/Postal: Send Mag: Telephone : Date of Birth: Age: Gender: Class : Craft: Init Date : Tax Sched: To Journeyman: Signed Supp Dues: Auth Bargaining: Prior Member : Last Affiliate: CLIC Donation: Political Aff: EEOC Data: Citizen: Polling Dist : Language: Dues Code: 100% Emp Dues: Employer ID: Employee#: Payroll Ded : Fees Due: Affiliate ID? ________ <ESC>=Exit APPLICANT <F2>=Back <F1>=Help

24.2 Applicant Entry Prompts

Unless specifically specified, you can enter data in upper, lower or mixed case.

To exit at any time, enter EXIT or press <ESC>.

To return to a previous prompt, press <F2>.

To get help for any menu item or input prompt, press <F1>.

24.2.1 Affiliate ID

You are asked for the affiliate ID.

Affiliate ID? ________

If a default affiliate ID is provided and it is correct, you can press [Enter] to accept the default.

You can enter the affiliate number which is a number from 1 to 99999, or enter the entire affiliate ID.

After the affiliate ID is entered, the affiliate name is displayed.

24.2.2 Branch ID

Note: The branch ID is not asked if the affiliate does not have branches, or if the applicant is added by the General Office.

+----------------Branch ID----------------+ | NOTUCSON North Tucson | | SOTUCSON South Tucson | | MAIN_OFF Tucson Local - Main Office | +-----------------------------------------+

A menu of branch IDs is displayed.

Select the appropriate item from the menu.

24.2.3 SSN/SIN

SSN/SIN? _________

Enter only digits. Do NOT enter dashes or spaces. For example, if the social security number is "123-12-1234", enter "123121234". Input is validated for 9 digits if USA or Canada.

If the SSN/SIN already exists, the member's data is displayed, a message gives the current affiliate ID and status, and you are asked for another member ID.

If, for example, you enter a SSN and a SIN is found, some information about the found member is displayed, and you are asked what you want to do.

+-------------Is Member Being Entered One of These Pre-Existing--------------+ | | | Member ID Member Name Init Date Status Status Date | | U-nnnn-nnnn Jones, Richard 06/29/1990 xxxxxxxxxx 10/01/1990 | |----------------------------------------------------------------------------| | Not Already on System | +----------------------------------------------------------------------------+

If this is the same member, select the member from the menu. Otherwise, select "Not Already on System" to continue entering the member data.

Matching Pending JATC

If this applicant's SSN/SIN is found in the pending JATC apprentice file, some JATC information is displayed, and you are asked if this is the same person. For example:

+--------------------------------------------------------+ | Existing JATC Information on File | | SIN/SSN: 100-00-0001 | | UBC ID : U-1000-0001 | | Name : Lester A Austin Jr | | Address: ESCONDIDO, CA 92027 | | B'day : 01/10/1970 | | Council: UBC04003 | | JATC : VALLEYVIEW | +--------------------------------------------------------+ +Is this the person you wish to enter as an applicant?+ | Yes | | No | +-----------------------------------------------------+ Person with this SSN/SIN already on file in JATC data

Select "Yes" if this pending JATC person is the same as the person to be entered as an applicant.

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

If "No", the following message is displayed:

This SSN/SIN is already on file. Please enter the applicant with a generated ID Press the RETURN key to continue

Press the [Enter] to return to the SSN/SIN prompt where you can enter "GENERATE" to generate a SSN/SIN number.