Post Dues Payment

If there is money left over after paying the initiation fee, the money is applied to dues, and you are asked if you want to post this dues payment.

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 : $26.00 Total Other: Dues Pd Thru: Apr/2000 - Apr/2000 Total Paid: $125.00 +Post this dues payment+ | Yes | | No | +----------------------+ Initiation Fee Payment posted

Select "Yes" to post this dues payment.

Select "No" if you do NOT want to post this 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 | +-----------------+ Dues Payment posted

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 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.

25.2.11 Obligation Form

+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.

Members can be transferred out of one affiliate and into another affiliate.

Member transfer is a 2-step process - "transfer out" and "transfer in". This chapter describes the "transfer out" procedure, Chapter 27, TIN - Transfer Member In, describes the "transfer in" procedure.

When a member is transferred out of an affiliate, their status is changed to "TRANSFER".

Transfer Out Requirements

The transfer out procedure checks for the following:

• The member's current status must be "GOODSTANDG".
• The member's classification code is checked to see if the member is an actual member.
• The member's current affiliate must be the same as the affiliate ID entered at the affiliate ID prompt.
• The member's service time is checked to see if they are eligible for a transfer out; if not enough time is accumulated, the transfer out requires dispensation.
• If a member has a credit balance, the money must be refunded before the member can be transferred out.
• If the member has a debit balance, the outstanding charges and debit memos must be reversed. The member must have a zero current balance in order to be transferred out.
• The member's dues must be paid through the month of the effective date of the transfer. For example, if the transfer out date is November 15, 2000, November dues must have been paid.
  

To transfer a member out of an affiliate, select TOUT from the menu.

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

26.1 Transfer Out Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate : UBC01444 -- Tucson Local Member ID : Name, Last : Suffix: First : Middle : Last Photo: Address 1 : Address 2 : City : State/Prov : Country : ZIP/Postal: Telephone : Init date : Class: Tax Sched: Service Yrs : Birth Date: Dues Group: Branch: Curr Status : Status Time: Dues Paid Thru: Employer ID : Employee#: Payroll Ded: 100% Emp Dues: Effective : Current Balance: Member name or ID? ____________________________________________________________ <ESC>=Exit TRANSFER MEMBER OUT <F2>=Back <F1>=Help

26.2 Transfer Out 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>.

26.2.1 Affiliate ID

You are asked for the affiliate ID. This is the ID of the affiliate you are going to transfer members out of.

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.

26.2.2 Member Name/Member ID

Member name or ID? ____________________________________________________________

Enter a member name or ID.

After a member name or ID is entered, the member data is displayed. For example:

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate : UBC01444 -- Tucson Local Member ID : U-2766-8878 Name, Last : Wear Suffix: First : Ted Middle : Last Photo: No Photo Address 1 : 7007 E. Speedway Address 2 : City : Tucson State/Prov : AZ Country : UNITED STATES ZIP/Postal: 85712 Telephone : (520) 555-7007 Init date : 06/15/2000 Class: MEMBER Tax Sched: 001 Service Yrs : 4 mos Birth Date: 05/23/1977 Dues Group: CTR_JOUR Branch: NOTUCSON Curr Status : GOODSTANDG Status Time: 3 mos Dues Paid Thru: 10/31/2000 Employer ID : BROOKS Employee#: Payroll Ded: N 100% Emp Dues: N Effective : Current Balance: $0.00 +------------------------------------------------------------------------------+ | Transfer OUT Notes Financial History Next Exit | +------------------------------------------------------------------------------+ <ESC>=Exit TRANSFER MEMBER OUT <F2>=Back <F1>=Help

26.2.3 Options

Select the appropriate option.

26.2.4 Transfer Out Prompts

Members With Credit Balances

If the member has a credit balance, information about the credit balance is displayed on the lower part of the screen. For example:

*************************** W A R N I N G ************************** ** ** ** Member has a credit balance of $26.00 to be refunded to him ** ** by local 1444. ** ** ** ** Please use the Member Payments & Charges Entry procedure to ** ** REFUND this money before completing this transfer out. ** ** ** ********************************************************************** Press the RETURN key to continue

Press [Enter] to return to the member name/ID prompt.

You will need to refund the credit balance amount before you can transfer the member.

Transfer Out Effective Date

You are asked for the effective date of the transfer out.

Affiliate : UBC01444 -- Tucson Local Member ID : U-2766-8878 Name, Last : Wear Suffix: First : Ted Middle : Last Photo: No Photo Address 1 : 7007 E. Speedway Address 2 : City : Tucson State/Prov : AZ Country : UNITED STATES ZIP/Postal: 85712 Telephone : (520) 555-7007 Init date : 06/15/2000 Class: MEMBER Tax Sched: 001 Service Yrs : 4 mos Birth Date: 05/23/1977 Dues Group: CTR_JOUR Branch: NOTUCSON Curr Status : GOODSTANDG Status Time: 3 mos Dues Paid Thru: 10/31/2000 Employer ID : BROOKS Employee#: Payroll Ded: N 100% Emp Dues: N Effective : Current Balance: $0.00 Transfer OUT effective date (MMDDYYYY)? ________

Enter the effective date in MMDDYYYY format.

The date must be a valid date which is today or prior to today.

The date cannot be prior to the original initiation date.

Dues Not Paid

The member must have paid dues for the month that they are transferring out.

If, for example, a member is to be transferred out on November 15, 2000, but he has not paid November dues, a message is displayed on the lower part of the screen. For example:

*************************** W A R N I N G ************************** ** ** ** Member's dues have been paid through November 2000. ** ** ** ** Cannot transfer out unless dues have been paid thru the ** ** effective date month. ** ** ** ********************************************************************** Press the RETURN key to continue

Press [Enter] to return to the member name/ID prompt.

A dues payment will have to be entered before the member can be transferred out.

Member has Debit Balance

If the member has a current debit balance, information about the balance is displayed on the lower part of the screen. For example:

*************************** W A R N I N G ************************** ** ** ** Member has a balance of $3.00. ** ** ** ** Please use the Member Payments & Charges Entry procedure to ** ** REVERSE or PAY or CREDIT these charges before completing this ** ** transfer out. ** ** ** ********************************************************************** Press the RETURN key to continue

Press [Enter] to return to the member name/ID prompt.

You will need to enter payments, charges and/or reversals as needed so that the member's current balance is zero before they can be transferred out.

Transfer Out Dispensation

If the member has not accumulated enough service time, a dispensation is required for the transfer out.

A displayed message tells you that a written dispensation request must be sent to the General Office. For example:

Member does not have required service time for transfer. Send written request for dispensation to the General Office. Press the RETURN key to continue

Press [Enter] to continue.

Proceed with Transfer Out Y/N

You are asked if you want to actually proceed with this transfer out.

+Transfer OUT+ | Yes | | No | +------------+

Select "Yes" to proceed with the transfer out procedure.

Select "No" to return to the previous prompt.

Press <ESC> to abort this transfer.

If "Yes", the member's status is changed to "TRANSFER".

Print Transfer Confirmation

Note: Transfer confirmations are not created for transfers done by General Office users.

You are asked if you want to create and print a transfer out confirmation.

+Print Transfer Confirmation+ | Yes | | No | +---------------------------+ Member transferred OUT of affiliate UBC01444

Select "Yes" to create the transfer out confirmation.

Select "No" if you do not want a transfer out confirmation.

If "Yes", a transfer out confirmation is created and you can print it out.

The following is an example of a transfer out confirmation:

United Brotherhood of Carpenters and Joiners of America TRANSFER CONFIRMATION --------------------- This confirms that the following member in good standing has taken a clearance/transfer from: Affiliate ID : UBC01444 Affiliate Name: Tucson Local Address : 213 N. Wilmot Tucson, AZ Phone : (520) 555-1444 Transferring Member: Member ID : U-2766-8878 Name : Ted Wear Initiated : 06/15/2000 Class : MEMBER Craft : CARPENTER This transfer status is effective for 30 days. If the member does not re-deposit/transfer in to another affiliate during those 30 days, the transfer will expire and membership will revert to the above affiliate. Transfer/clearance effective date : 10/01/2000 Transfer/clearance expiration date: 10/31/2000