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

You are asked for the polling district if it is known.

Polling district? _____

Press [Enter] to skip this field if the district is not known.

The polling district can be five characters in length.

24.2.34 Native Language

+------Native Language------+ | CHINESE Chinese | | ENGLISH English | | FRENCH French | | GERMAN German | | RUSSIAN Russian | | SPANISH Spanish | | UNKNOWN Unknown | | VIETNAMESE Vietnamese | +---------------------------+

A menu of native language codes is displayed.

Select the appropriate item from the menu.

24.2.35 Dues Group Code

Note: General Office users are not asked for the dues group code.

+------------------------Dues Group------------------------+ | No Dues Code | |----------------------------------------------------------| | CTR_APP1 counter dues - apprentice 1 $20.00 | | CTR_APP2 Counter dues - apprentice 2 $20.00 | | CTR_HON Counter dues - honorary member $12.50 | | CTR_JOUR Counter dues - journeyman $25.00 | | CTR_LIFE Counter dues - life member $5.00 | | CTR_PREAPP Counter dues - pre-apprentice $0.00 | | CTR_RET Counter dues - retired $15.00 | +----------------------------------------------------------+

A menu of the dues group codes is displayed.

Select the appropriate item from the menu.

24.2.36 100% Employer Dues Remit

Note: This prompt is not displayed if the applicant is added 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".

24.2.37 Employer ID

Note: General Office users are not asked for the employer ID.

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

24.2.38 Employee/Clock Number

Note: General Office users are not asked for the employee/clock number.

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.

24.2.39 Payroll Deduction

Note: This prompt is not displayed if the applicant is added 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.

24.2.40 Date Fees are Due

Note: This prompt is not displayed if the applicant is added by the General Office.

Applicant fees due on (MMDDYYYY)? ________

Enter a date in MMDDYYYY format.

The date must be later than the initiation date.

24.2.41 Confirm Initiation Date

+Correct Initiation Date: April 5, 2000+ | Yes | | No | +--------------------------------------+

Select "Yes" if the initiation date is correct.

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

24.2.42 Initiation Fee 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.

24.2.43 Add Applicant

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 : 555-55-6070 ID : U-3770-6741 Name, Last : Arnold Suffix : Jr First : Edward Nickname: Ed Middle : E. Last Photo: Address 1 : 5283 E. 28th St. Address 2 : Unit #B City : Tucson State/Prov : AZ Country : UNITED STATES ZIP/Postal: 85711 Send Mag: N Telephone : (520) 555-6600 Date of Birth: 07/23/1971 Age: 28 Gender: M Class : APPLICANT Craft: CARPENTER Init Date : 03/15/2000 Tax Sched: 001 To Journeyman: 02/02/1996 Signed Supp Dues: N Auth Bargaining: Y Prior Member : Y Last Affiliate: UBC00409 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-1012 P+ADD Applicant+ Fees Due: 05/31/2000 | Yes | | No | +-------------+ <ESC>=Exit APPLICANT <F2>=Back <F1>=Help

Select "Yes" to add the applicant.

Select "No" to return to the previous prompt.

To exit and abort this add, press the <ESC> key.

If the applicant is added and the member ID is to be generated, the ID is generated and displayed at the bottom of the screen.

Applicant 999-01-6959, ID U-2795-2071 added

24.2.44 Applicant Notes

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

Select "Yes" if you DO want to enter 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 applicant.

24.2.45 Initiation and Dues Charges and Payments

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-3770-6741 Edward Arnold Jr Class : APPLICANT Tax : 001 Init Date : 03/15/2000 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 APPLICANT <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 total initiation fee that is owed.

Total init fee owed? 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. See following:

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 amounts.

+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 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: $8.50 Dues Owed thru Total Other: this Month : $52.00 # Months: 2 Total Charges: $277.00 . . . . . +Post Carpenter books charge of $8.50+ | 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 a payment.

+Enter payment+ | Yes | | No | +-------------+

Select "Yes" if you do want to enter a payment.

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: $285.50

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? _______

The default amount is the initiation fee amount or the total amount received.

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: $8.50 Dues Owed thru Total Other: $8.50 this Month : $52.00 # Months: 2 Total Charges: $285.50 PAYMENTS (for Member's Local Day Book) Total Pymnt : $134.50 Method: CHECK Pay Method ID#: 1872 Want Receipt: Yes Receipt#: Init Paid : $100.00 Other Paid: Dues Paid : Total Other: Dues Pd Thru: Total Paid: +Post payment for initiation fee of $100.00+ | 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? 8.50___ 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: $8.50 Dues Owed thru Total Other: $8.50 this Month : $52.00 # Months: 2 Total Charges: $285.50 PAYMENTS (for Member's Local Day Book) Total Pymnt : $134.50 Method: CHECK Pay Method ID#: 1872 Want Receipt: Yes Receipt#: Init Paid : $100.00 Other Paid: $8.50 Dues Paid : Total Other: Dues Pd Thru: Total Paid: $100.00 +Post payment for Carpenter books of $8.50+ | 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: $8.50 Dues Owed thru Total Other: $8.50 this Month : $52.00 # Months: 2 Total Charges: $285.50 PAYMENTS (for Member's Local Day Book) Total Pymnt : $134.50 Method: CHECK Pay Method ID#: 1872 Want Receipt: Yes Receipt#: Init Paid : $100.00 Other Paid: $8.50 Dues Paid : $26.00 Total Other: $8.50 Dues Pd Thru: Mar/2000 - Mar/2000 Total Paid: $108.50 +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.