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

Receipts can be printed now or at a later time.

If "Yes", the receipt is created and 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.

24.2.46 Obligation Form

You are asked if you want to print an obligation form for this applicant. 



   +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.

Example of an Obligation Form

The following is an example of part of an obligation form for an applicant: 


             United Brotherhood of Carpenters and Joiners of America 
 
Affiliate  : UBC01444 -- Tucson Local 
 
Appl. Name : Arnold Jr, Edward E. 
Member ID  : U-3770-6741 
Address    : 5283 E. 28th St., Unit #B 
City       : Tucson                State/Prov: AZ    Zip/Postal: 85711 
Birthdate  : 07/23/1971             Phone Num: (520) 555-6600 
Gender     : M 
Initiation : 03/15/2000   Classification: Membership Applicant 
Tax Sched  : 001                   Craft: Carpenter 
Prior Local: UBC00409 
Init Fee   : $225.00   Dues Paid Through: 03/31/2000 
 
 
 
                                   OBLIGATION 
 
 
I do, of my own free will and accord, .... 
 
 
________________________________    ______________________ 
     signature of applicant                  date

24.3 Move to Applicant Procedure

There are cases when you are entering an applicant and find that the applicant already exists, but for some reason is not active. When this situation occurs, the member data is displayed, and if the pre-existing member is eligible for re-initiation, you are asked if you want to move this member to applicant status. 



  +Move to Applicant+ 
  |  Yes            | 
  |  No             | 
  +-----------------+

Select "Yes" if you want to move the member to applicant status.

Select "No" if you do not want to proceed with the move. If "No", nothing is done with this member, and you are prompted for the next member ID.

24.3.1 Move to Applicant Processing

Old Balance

If you answer "Yes" to the "Move to Applicant" prompt, and 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: $203.25

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

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

Updating Member Data

If you elect to move the member to applicant status, each data item is displayed (i.e. last name, suffix, first name, etc.) and you can make changes.

After all the data items have been prompted and changes made, you are again asked if you want to move the member to applicant status. 



  +MOVE to Applicant+ 
  |  Yes            | 
  |  No             | 
  +-----------------+

Select "Yes" to actually move the member to applicant status.

Select "No" to return to the previous prompt.

If you want to abort this procedure, press <ESC>.

Chapter 25
MOVE_APP - Move Applicant to Member

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 MOVE_APP menu option to move applicants to member status. 



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

Note
The "New Member Entry" procedure (i.e. menu option NEWMEM) also allows you to move applicants to member status.

This chapter describes the procedure to move an applicant to member status.

25.1 Move Applicant to Member Screen

After you select MOVE_APP from the menu, the "move applicant to member" input screen is displayed. 



 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  :                 Local PAC  :             Council PAC: 
 
Affiliate ID? ________ 
 
 
<ESC>=Exit                     MOVE FROM APPLICANT           <F2>=Back <F1>=Help

25.2 Move Applicant to Member Input

The data entry prompts used for inputting data are explained in detail in the following sections.

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>.

25.2.1 Affiliate ID

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? ________

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.

25.2.2 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. 



   +----------------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.

25.2.3 Member Name/ID

You are asked for the member's name or ID. 



 Member name or ID? ____________________________________________________________

Enter the member's name or ID.

After the member's name/ID is entered, the member data is displayed. If the member is not an applicant, a message tells you that the member is not eligible for a move.

25.2.4 Move from Applicant Y/N

After the applicant's data is displayed, you are asked if this is the applicant you want to move from applicant to member status. 



 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-3101-1027 
Name, Last   : Arnold                            Suffix  : Jr 
      First  : Edward                            Nickname: Ed 
      Middle : E.                              Last Photo: No 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+Move from Applicant+         Local PAC  :             Council PAC: 
 |  Yes              | 
 |  No               | 
 +-------------------+ 
                           Current status: GOODSTANDG 
<ESC>=Exit                     MOVE FROM APPLICANT           <F2>=Back <F1>=Help

Select "Yes" if you want to move this applicant to member status.

Select "No" if you do not want to proceed with the move procedure. If "No", the screen is cleared, and you can proceed with the next applicant.

25.2.5 Data You Can Change

If you select "Yes" at the "Move from Applicant" prompt, you are asked if you want to enter changes to the member information (i.e. change the name, address, etc.). 



   +Enter Changes to Member Information+ 
   |  Yes                              | 
   |  No                               | 
   +-----------------------------------+

Select "Yes" if you want to enter/change member information. If "Yes", each data item is prompted and you can make changes as needed.

Select "No" if you do NOT want to enter/change member information. If "No", you will only be asked for some specific information such as class code, effective date, etc.

The current data is the default for each data item. If the data is correct, press [Enter] to accept/keep the current data. If you want to change the data, just type over the current data. Press the [Help] key or <F1> if you need help to change any of the data items.

25.2.6 Effective Date

You are asked for the effective date for this move from applicant to member status. 



 Effective date for move from APPLICANT to MEMBER (MMDDYYYY)? ________

Enter the appropriate date in MMDDYYYY format.

The date must be the same or later than the current initiation date.

The date can not be a future date.

25.2.7 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.

25.2.8 Move the Applicant

After all the applicant data has been reviewed and updated, you are asked if you actually want to move this applicant to member status. 



 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-3101-1027 
Name, Last   : Arnold                            Suffix  : Jr 
      First  : Edward                            Nickname: Ed 
      Middle : E.                              Last Photo: No Photo 
Address 1    : 5283 E. 28th St. 
Address 2    : Unit #B 
City         : Tucson 
State/Prov   : AZ 
Country      : UNITED STATES    ZIP/Postal: 85711          Send Mag: Y 
Telephone    : (520) 555-6600 
Date of Birth: 07/23/1971              Age: 28               Gender: M 
Class        : MEMBER                Craft: CARPENTER 
Init Date    : 03/15/2000        Tax Sched: 001 
To Journeyman: 02/02/1996 Signed Supp Dues: N       Auth Bargaining: Y 
Prior Member : N            Last Affiliate:           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+MOVE from Applicant+         Local PAC  : N           Council PAC: N 
 |  Yes              | 
 |  No               | 
 +-------------------+ 
                  Move from APPLICANT to MEMBER on 04/20/2000 
<ESC>=Exit                     MOVE FROM APPLICANT           <F2>=Back <F1>=Help

Select "Yes" to move the applicant to member status.

Select "No" to return to the previous prompt.

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

If "Yes", a message tells you that the applicant has been moved.

25.2.9 Member Notes

After the applicant has been moved to member status, you are asked if you want to enter any notes for this member. 



   +-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 member.

25.2.10 Enter Initiation/Dues Payments

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



                       Enter initiation & dues payments 
                        Press the RETURN key to continue

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



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Member ID   : U-3101-1027  Edward Arnold Jr 
Class       : MEMBER 
Tax         : 001 
Init Date   : 03/15/2000 
 
Dues Group  : Counter dues - journeyman 
Monthly Dues: $26.00 
 
Curr Balance: $151.00 
 
                                     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 Payments in-----+ 
 |  Member's Local Day Book   | 
 |  Council Day Book          | 
 +----------------------------+ 
 
<ESC>=Exit                     MOVE FROM APPLICANT           <F2>=Back <F1>=Help

Which Day Book

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



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

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

Select "Council Day Book" to record the 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)

Total Payment

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



 Total payment received? _______

Enter the total dollar payment amount 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     | 
   +-----------------------+

Enter the method of payment.

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 to create 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? _______

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.

After the initiation fee payment amount is entered, payment information is displayed, and you are asked if you want to post the initiation fee payment. For example: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Member ID   : U-3101-1027  Edward Arnold Jr 
Class       : MEMBER 
Tax         : 001 
Init Date   : 03/15/2000 
 
Dues Group  : Counter dues - journeyman 
Monthly Dues: $26.00 
 
Curr Balance: $151.00 
 
                      CHARGES (for Member's Local Day Book)                    
 Initiation Fee:                                        Other Fee: 
 Dues Owed thru                                       Total Other: 
   this Month  :                # Months:           Total Charges: 
                     PAYMENTS (for Member's Local Day Book)                    
 Total Pymnt : $151.00   Method: CHECK             Pay Method ID#: 2003 
                   Want Receipt: Yes                     Receipt#: 
 Init Paid   : $125.00                                 Other Paid: 
 Dues Paid   :                                        Total Other: 
 Dues Pd Thru:                                         Total Paid: 
 
 +Post payment for initiation fee of $125.00+ 
 |  Yes                                     | 
 |  No                                      | 
 +------------------------------------------+ 
 
<ESC>=Exit                     MOVE FROM APPLICANT           <F2>=Back <F1>=Help

Select "Yes" to post this initiation fee payment.

Select "No" if you do NOT want this payment posted.

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