| Previous | Contents | Index |
The UBCJA system allows you to inquire on member data by phone number and alternate contact information.
The CONTACT menu option is used to display member information. You are asked for a member phone number or alternate contact information in some form. This can be the member's regular phone number, cell phone number, E-mail address, pager, etc.
If partial contact information is entered and several members have the same information, a list of the members is displayed and you can select a member from the list. The member record is then retrieved and displayed.
The member inquiry by phone number/contact information provides the same information that is obtainable by entering a member name or member ID.
When you inquire on a member, you can also:
NOTE: If you are inquiring on a member NOT in your affiliate or jurisdiction, limited member data is displayed, and the above options are NOT available. However, the telephone number of the member's affiliate is displayed, and you can contact the affiliate for more information on the member.
You can inquire/review member data by selecting the CONTACT option on the menu.
+------------Inquiry/Report Procedures-------------+
| |
| Membership Inquiries/Reports |
| MEMINQ Member Inquiry |
| CONTACT Member Inquiry by Contact Info |
| FINHIST Member Financial History |
| MEMAFFINQ Member Inquiry by Affiliate |
| DUESCODE Members by Dues Code Report |
| ARRLTR Arrears/Susp-Report/Letter/Lab |
| ACTIVITY Membership Changes Activity |
| MEMBAL Membership Balance Report |
| CLASSSUM Membership Summary by Class |
| CRAFTSUM Membership Summary by Craft |
| GENDERSUM Membership Summary by Gender |
| MEMEMP Members by Employer Report |
| ELIGRPT Officer/Voter Election Eligibi |
| OFFELIG Current Officer Eligibility |
| AVGAGE Membership Average Age Report |
| MEMCOUNTY Members by City/County Report |
| ARRSALERT Membership Alert Inquiry |
| RETIRE Retirement Eligibility Report |
| IDCARD Print Member ID Card |
| IDROSTER Member ID Roster |
| PHOTO_REPORT Member Photo Report |
+--------------------------------------------------+
|
This chapter describes the member inquiry by contact information and options.
32.1 Member Inquiry by Contact Info Screen
After you select CONTACT from the menu, the "member inquiry by contact
info" screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Member ID: Aff :
At Branch :
Name : Last Photo:
ID Title :
Class : Status : Date : Time:
Init Date: Birth : Age : Service:
Craft : Tax : Sex : Arrears Mos:
Balance: Dues Paid Thru:
Orig Init: Orig Aff : Fees : Lst Aff:
Prev Stat: Prev Date: Prev Tax:
Language : Send Mag : Phone :
Appr/Jour: EEOC : Ctzn : Bargain Auth:
Supp Dues: Pol Aff : CLIC : Dues Code Aff:
Death : Pension : Ever GO Off : Dues Group:
Employer : Employee#: Deduc: 100% Emp Dues:
Wrk Trade: Good Address:
Address : Bad Phone Num:
City : State: Zip: Country:
E-Newsltr: Funeral Don Ltr: Held Office:
Member Contact Info? __________________________________________________________
<ESC>=Exit Member Inq by Contact Info <F2>=Back <F1>=Help
|
32.2 Displaying Member Data
After the member inquiry screen is displayed, you provide the phone
number or alternate contact information of the member that you want to
inquire on.
You are asked for a member phone number or contact information in some form. This can be the member's regular phone number, cell phone number, E-mail address, pager, etc.
You can enter partial contact information.
Member Contact Info? __________________________________________________________ |
Enter a phone number or alternate contact information.
If partial contact information is entered and several members have the same information, a list of the members will be displayed and you can select a member from the list. For example:
+-----------------Select a Member (from 5 Matching Members)...-----------------+ | | | Aff ID Member ID Name Status | | UBC01444 U-4933-9411 Jackie Appleby GOODSTANDG | | UBC01111 U-6934-1341 Daniel J Macarthur GOODSTANDG | | UBC01444 U-1933-0245 Carl L Board Jr. GOODSTANDG | | UBC01444 U-3207-6513 Jake R Coins Sr. GOODSTANDG | | UBC01444 U-7000-2573 Stuart Storm SUSPENDED | +------------------------------------------------------------------------------+ |
After the contact information is entered and if the member exists or is selected from a member list, the member data is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Member ID: U-1933-0245 Aff : UBC01444
Tucson Eastside
At Branch :
Name : Carl Lloyd Board Sr Last Photo: 03/01/2007
ID Title : Job Site Manager
Class : MEMBER Status : GOODSTANDG Date : 03/31/2008 Time: 2 yr 1 mo
Init Date: 05/15/2004 Birth : 02/22/1972 Age : 38 Service: 5 yr 11 mo
Craft : CARPENTER Tax : 001 Sex : M Arrears Mos: 0
Balance: Dues Paid Thru: 04/30/2010
Orig Init: 08/18/1999 Orig Aff : UBC01444 Fees : Lst Aff: UBC04444
Prev Stat: ARREARS Prev Date: 02/29/2008 Prev Tax:
Language : ENGLISH Send Mag : Y Phone : (521) 255-3239
Appr/Jour: EEOC : UNKNOWN Ctzn : Y Bargain Auth: Y
Supp Dues: N Pol Aff : UNK CLIC : N Dues Code Aff: UBC01444
Death : Pension : Ever GO Off : Dues Group: CTR_JOUR
Employer : JOHNSON Employee#: Deduc: N 100% Emp Dues: N
Wrk Trade: Y Good Address: Y
Address : 23239 Camino Del Sol, Apt 111 Bad Phone Num: N
City : Tucson State: AZ Zip: 85711 Country: US
E-Newsltr: N Funeral Don Ltr: Held Office: Y
+------------------------------------------------------------------------------+
| Next Notes History Finance Hist Alt Contact Refer Hist >>|
+------------------------------------------------------------------------------+
<ESC>=Exit Member Inq by Contact Info <F2>=Back <F1>=Help
|
32.3 Inquiry Options
When the member's data is displayed, a bar menu appears at the bottom
of the screen. This menu shows the different actions you can take. For
example, you can display the member notes or the member history.
For detailed information on all of the member inquiry options, refer to Section 31.3, Inquiry Options.
+------------Inquiry/Report Procedures-------------+
| |
| Membership Inquiries/Reports |
| MEMINQ Member Inquiry |
| CONTACT Member Inquiry by Contact Info |
| FINHIST Member Financial History |
| MEMAFFINQ Member Inquiry by Affiliate |
| DUESCODE Members by Dues Code Report |
| ARRLTR Arrears/Susp-Report/Letter/Lab |
| ACTIVITY Membership Changes Activity |
| MEMBAL Membership Balance Report |
| CLASSSUM Membership Summary by Class |
| CRAFTSUM Membership Summary by Craft |
| GENDERSUM Membership Summary by Gender |
| MEMEMP Members by Employer Report |
| ELIGRPT Officer/Voter Election Eligibi |
| OFFELIG Current Officer Eligibility |
| AVGAGE Membership Average Age Report |
| MEMCOUNTY Members by City/County Report |
| ARRSALERT Membership Alert Inquiry |
| RETIRE Retirement Eligibility Report |
| IDCARD Print Member ID Card |
| IDROSTER Member ID Roster |
| PHOTO_REPORT Member Photo Report |
+--------------------------------------------------+
|
A member's financial history consists of charges and payments transactions. You can review member financial transactions by selecting the FINHIST menu option.
This chapter explains how to display specific member financial history transactions. You can display different types of transactions for selected time periods. You can also do a summary or detail inquiry.
33.1 Financial History Input Screen
After FINHIST is selected from the menu, the member financial history
input screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Member ID :
Start Date :
End Date :
Entries For:
Report type:
Sort Order :
Member name or ID? ____________________________________________________________
<ESC>=Exit MEMBER FINANCIAL HISTORY <F2>=Back <F1>=Help
|
33.2 Prompts and Responses
The following sections describe the prompts displayed when you inquire
on member financial history transactions.
You are asked for the member name or member ID.
Member name or ID? ____________________________________________________________ |
Enter the member name or ID.
If a member name or ID is entered and the member exists, the member's name is displayed,
You specify which member financial history transactions you want to see. You can display all of this member's transactions, or display transactions for a specific time period. For example, you might want to see history for the period 01/01/1998 through 01/31/1998.
You are asked for the start date of the time period you want to inquiry on.
Start date (MMDDYYYY)? FIRST___
Enter FIRST to start at the beginning of the records
|
Enter "FIRST" to start with the oldest financial transaction.
Enter a start date in the format of MMDDYYYY. This displays history dated the same date you enter, or having a date after the entered date.
After you enter the begin date, you are asked for the time period end date.
End date (MMDDYYYY)? LAST____
Enter LAST to read to the end of the records
|
Enter "LAST" to end with the most current transaction.
Enter an end date in the format of MMDDYYYY. This displays history starting with the begin date through the end date you enter.
You are asked for the finance codes you want to report on.
+---------Select Finance Code---------+ | all | |-------------------------------------| | ARRS_LTR_1 Arrears Letter 1 | | ARRS_LTR_2 Arrears Letter 2 | | BOOKS Carpenter books | | DUES Monthly counter dues | | NSF Returned Check | | REINSTATE Re-instatement Fee | +-------------------------------------+ |
You can select one, several, or all finance codes.
Select "all" to include all finance codes on the report.
To select one or more finance codes, select each code you want from the list of codes - one at a time. As each code is selected, it is displayed in the top portion of the screen.
Should you wish to remove one or more of the selected codes, you can use the "Remove Finance Code" option to remove the codes. When you select "Remove Finance Code", a list of the selected items is displayed. You can then select the code to remove. As each finance code is removed, it is erased from the list shown in the top portion of the screen.
Select "accept current default" when you are done selecting and removing finance codes.
Use the "reset" option to erase the current selections and start over.
You are asked what type of inquiry report you want to create.
+----Report Type----+ | Detail Report | | Summary Report | +-------------------+ |
The summary inquiry shows the transaction date and type, finance code, amount, for months, and balance.
The detail inquiry shows all the detail for each transaction including any notes.
Select one of the report types.
You are asked how you want the transactions sorted.
+----Sort Order----+ | Last to First | | First to Last | +------------------+ |
Select "Last to First" if you want to list the transactions in latest to oldest order. This will display the most current transactions first.
Select "First to Last" to list the transactions in oldest to latest order. This will display the oldest transactions first.
You are asked if you want to proceed with creating the financial history inquiry report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the report.
Select "No" to return to the sort order prompt.
Press <ESC> to abort this inquiry procedure.
If "Yes", the report is generated.
The following is an example of a SUMMARY financial history inquiry report:
23-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1
Members Financial History
UBC01444 -- Tucson Local
Member ID : U-4688-6519 Cook, Sandy Tom
Class : MEMBER Tax: 001
Status : GOODSTANDG Status Date: 09/22/2000
Dues Pd Thru: 04/30/2003 Curr Balance: $196.00 credit
Member Still
Date Type Code Amount For Months Balance Owed
---------- ---------- ---------- ------- ------------------- ---------- --------
. . . . .
03/01/2002 CHARGE DUES 26.00 Mar/2002 - Mar/2002 52.00 0.00
04/01/2002 CHARGE DUES 26.00 Apr/2002 - Apr/2002 78.00 0.00
04/30/2002 PAYMENT Total - 300.00 222.00CR
05/01/2002 CHARGE DUES 26.00 May/2002 - May/2002 196.00CR 0.00
09/24/2002 PAYMENT Total - 0.00 196.00CR
|
The following is an example of a DETAIL financial history inquiry report:
06-Mar-2002 United Brotherhood of Carpenters and Joiners of America Page 1
Members Financial History
UBC01444 -- Tucson Local
Member ID : U-7770-4006 Karr, George Steven
Class : MEMBER Tax: 001
Status : GOODSTANDG Status Date: 02/15/2002
Dues Pd Thru: 03/31/2002 Curr Balance: $15.00
Member Still
Date Type Code Amount For Months Balance Owed
---------- ---------- ---------- ------- ------------------- ---------- --------
03/06/2002 CHARGE INITFEE 225.00 225.00 0.00
03/06/2002 CHARGE DUES 26.00 Feb/2002 - Feb/2002 251.00 0.00
Dues Code: CTR_JOUR
03/06/2002 CHARGE DUES 26.00 Mar/2002 - Mar/2002 277.00 0.00
Dues Code: CTR_JOUR
03/06/2002 CHARGE BOOKS 12.50 289.50 0.00
03/06/2002 PAYMENT Total - 251.00 38.50
DUES 26.00 Feb/2002 - Feb/2002
INITFEE 225.00
Method: CHECK Number: 2309 Receipt: 10000902
03/06/2002 PAYMENT Total - 38.50 0.00
BOOKS 12.50
DUES 26.00 Mar/2002 - Mar/2002
Method: CREDIT Number: MC 1212343456567878 Receipt: 10000903
03/06/2002 CHARGE BOOKS 15.00 15.00 15.00
|
| Previous | Next | Contents | Index |