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

Chapter 34
MEMAFFINQ - Member Inquiry by Affiliate

You can get a list of all members in an affiliate, or specific members. The MEMAFFINQ menu option allows you to create affiliate member lists. You determine which members to include on the list by specifying various criteria. The criteria options are:

active or inactive members or both
members or non-members or both
status codes
classification codes
craft codes
tax schedule codes

You can select one or more options depending on the members you want to list.

This chapter describes how to create affiliate member lists.

To create affiliate member lists, select the MEMAFFINQ item on the inquiry procedures 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              | 
            +--------------------------------------------------+

34.1 Member Inquiry by Affiliate Screen

After you select MEMAFFINQ from the menu, the "members by affiliate" screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate        : UBC01444 -- Tucson Local 
 
Active/Inactive  : 
Member/Non-Member: 
 
Status           : 
 
Classification   : 
 
 
Craft            : 
 
Tax Schedule     : 
 
Sort by          : 
 
 
 
 +Active or Inactive+ 
 |  all             | 
 |------------------| 
 |  Active          | 
 |  Inactive        | 
 +------------------+ 
 
<ESC>=Exit                    MEMBERS BY AFFILIATE           <F2>=Back <F1>=Help

34.2 Selecting Member Data - the Prompts

After the inquiry screen is displayed, you are asked for the inquiry options. This section describes the prompts and responses.

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? ________

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.

Active/Inactive Members

You are asked if you want to include active and/or inactive members on the inquiry. 



   +Active or Inactive+ 
   |  all             | 
   |------------------| 
   |  Active          | 
   |  Inactive        | 
   +------------------+

Select "all" to include both active and inactive members.

Select "Active" to include only active members.

Select "Inactive" to include only inactive members.

Note
As you select your inquiry criteria, your selections are displayed in the upper portion of the screen. If you need to go back to a previous option and make a change, continuously press <F2> until you are at the prompt you want to change.

Members/Non-Members

You are asked if you want to include members and/or non-members on the inquiry. 



   +Member or Non-Member+ 
   |  all               | 
   |--------------------| 
   |  Member            | 
   |  Non-Member        | 
   +--------------------+

Select "all" to include both members and non-members on the inquiry.

Select "Member" to include only members.

Select "Non-Member" to include only non-members.

Status Codes

You are asked for the status codes you want to include on the inquiry. The responses to the active/inactive and member/non-member prompts determine which status codes are displayed as selections. For example, if you select "active" and "member", you could have the following status code selections: 



   +--------Select Status Codes--------+ 
   |  all                              | 
   |-----------------------------------| 
   |  ARREARS     In Arrears on Dues   | 
   |  GOODSTANDG  Good Standing        | 
   |  TRANSFER    Transfer Out Taken   | 
   +-----------------------------------+

After the status codes are displayed, you select which member status codes to include on the inquiry. You can select one, several or all codes.

Select "all" to include all status codes on the inquiry.

To select one or more status 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. For example, if "ARREARS" and "GOODSTANDG" are selected, you would see: 



 Status           : ARREARS,GOODSTANDG

Should you wish to remove one or more of the selected codes, you can use the "Remove Status Code" option to remove the codes. 



   +--------Select Status Codes--------+ 
   |  accept current default           | 
   |  all                              | 
   |  reset                            | 
   |-----------------------------------| 
   |  TRANSFER    Transfer Out Taken   | 
   |-----------------------------------+Remove Status Code+ 
   |  Remove Status Code             [>|  ARREARS         | 
   +-----------------------------------|  GOODSTANDG      | 
                                       +------------------+

When you select "Remove Status Code", a list of the selected items is displayed. You can then select the code to remove. As each status 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 status codes.

Use the "reset" option to erase the current selections and start over.

Classification Codes

A list of classification codes is displayed, and you are asked for the codes to include on the inquiry.

Note: Depending on answers to previous prompts, some classification codes might not be displayed on the menu. 



   +--------------Select Class Codes---------------+ 
   |  all                                          | 
   |-----------------------------------------------| 
   |  AGENCY      Agency Shop                      | 
   |  APPLICANT   Membership Applicant             | 
   |  APPRENT10   Apprentice level 10              | 
   |  APPRENT11   Apprentice level 11              | 
   |  APPRENT12   Apprentice level 12              | 
   |  APPRENTAPP  Apprentice Applicant             | 
   |  APPRENTIC1  Apprentice level 1               | 
   |  APPRENTIC2  Apprentice level 2               | 
   |  APPRENTIC3  Apprentice level 3               | 
   |  APPRENTIC4  Apprentice level 4               | 
   |  APPRENTIC5  Apprentice level 5               | 
   |  APPRENTIC6  Apprentice level 6               | 
   |  ...                                          | 
   +-----------------------------------------------+

You can select one, several or all classification codes.

Select "all" to include all classification codes on the inquiry, or select the specific codes you want to include.

Your selections are displayed in the top portion of the screen.

Craft Codes

A list of craft codes is displayed, and you are asked for the craft codes to include on the inquiry. 



   +----------Select Craft Codes----------+ 
   |  all                                 | 
   |--------------------------------------| 
   |  CARPENTER  Construction Carpentry   | 
   |  CAULKER    Construction Caulker     | 
   |  CLEANER    Cleaner                  | 
   +--------------------------------------+

You can select one, several or all craft codes.

Select "all" to include all craft codes on the inquiry, or select the specific codes you want to include.

Your selections are displayed in the top portion of the screen.

Tax Schedule

A list of tax schedule codes is displayed, and you are asked for the codes to include on the inquiry. 



   +--Tax Schedule--+ 
   |  all           | 
   |----------------| 
   |  001    8.95   | 
   |  002    6.35   | 
   +----------------+

You can select one, or all tax schedule codes.

Select "all" to include all codes on the inquiry, or select the specific code you want to include.

Your selection is displayed in the top portion of the screen.

Sort Selection

The inquiry sort options are displayed. 



   +Sort by...+ 
   |  Name    | 
   |  ID      | 
   +----------+

Select "Name" to sort the inquiry by member name.

Select "ID" to sort the inquiry by member ID (SSN/SIN).

Proceed

You are asked if you want to proceed with the inquiry. 



   +Proceed-+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to proceed with inquiry generation.

Select "No" to go back to the previous prompt.

Press <ESC> to abort this inquiry process and return to the inquiry procedures menu.

If "Yes", the inquiry generation process is started. If no members are found for the inquiry criteria, the following message is displayed: 


            No matching member records were found...

and you can enter other criteria and try again.

34.3 Inquiry Contents and Examples

The following information is shown on the inquiry:
member ID
name - last, first
class
status
craft
tax schedule

The following is an example of part of a member inquiry report: 


26-Oct-2002    United Brotherhood of Carpenters and Joiners of America    Page 1 
                    Member Inquiry Report  --  Affiliate UBC01444 
 
Member ID      Name: Last, First          Class      Status     Craft        Tax 
-------------- -------------------------- ---------- ---------- ------------ --- 
U-1201-9585    Aimes, Art                 APPRENTIC2 GOODSTANDG CARPENTER    001 
U-7689-7132    Appleby, Sam               APPRENTIC1 GOODSTANDG CARPENTER    001 
U-5431-3297    Barker, Amos               APPRENTIC2 GOODSTANDG CARPENTER    001 
U-8771-1403    Barringer, Robert          APPRENTIC2 GOODSTANDG CARPENTER    001 
U-4743-6823    Board, Carl                APPRENTIC1 GOODSTANDG CARPENTER    001 
U-2743-6502    Bower, James               APPRENTIC2 GOODSTANDG CARPENTER    001 
U-3689-0700    Box, Allen                 APPRENTIC2 GOODSTANDG CARPENTER    001 
U-6767-1129    Brady, Jim                 APPRENTIC2 GOODSTANDG CARPENTER    001 
U-4688-9413    Crow, Jack                 APPRENTIC2 GOODSTANDG CARPENTER    001 
U-6770-5292    Gates, Lester              APPRENTIC2 GOODSTANDG CARPENTER    001 
U-2000-3217    Harper, Jess               APPRENTIC1 GOODSTANDG CARPENTER    001 
U-6772-4107    Jacobs, Jerry              APPRENTIC1 GOODSTANDG CARPENTER    001 
U-7616-2650    Mellon, Jacob              APPRENTIC1 GOODSTANDG CARPENTER    001 
U-5641-0329    Reynolds, Robert           APPRENTIC2 GOODSTANDG CARPENTER    001 
U-3000-3377    Sails, Steve               APPRENTIC2 GOODSTANDG CARPENTER    001 
U-6688-8288    Turner, Gene               APPRENTIC2 GOODSTANDG CARPENTER    001 
U-3771-4941    Wales, Casey               APPRENTIC2 GOODSTANDG CARPENTER    001

Chapter 35
DUESCODE - Members by Dues Code Report

 



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

Affiliates can get a report of active members by dues group code. The DUESCODE menu option creates the "Members by Dues Code Report". You can include one, several or all dues codes on the report. You can also select which member classifications to include.

The report is in order by dues group code and member last name.

This chapter explains how to create the Members by Dues Code report.

35.1 Dues Code Report Input Screen

After DUESCODE is selected from the menu, the members by dues code report screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID: UBC01444 -- Tucson Local 
 
 
Dues Code   : 
 
 
Member Class: 
 
 
 
 
 
 
 +---------------Select Dues Code----------------+ 
 |  all                                          | 
 |-----------------------------------------------| 
 |  CTR_APP     Counter dues - apprentice        | 
 |  CTR_APP1    counter dues - apprentice 1      | 
 |  CTR_APP2    Counter dues - apprentice 2      | 
 |  CTR_HON     Counter dues - honorary member   | 
 |  CTR_JOUR    Counter dues - journeyman        | 
 |  CTR_LIFE    Counter dues - life member       | 
 |  CTR_PREAPP  Counter dues - pre-apprentice    | 
 |  CTR_RET     Counter dues - retired           | 
 +-----------------------------------------------+ 
 
<ESC>=Exit                  MEMBERS BY DUES CODE RPT         <F2>=Back <F1>=Help

Affiliate ID

Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped. 



 Affiliate ID? ________

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

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.

Dues Codes

A list of dues group codes is displayed, and you are asked for the dues codes you want to include on the report. 



   +---------------Select Dues Code----------------+ 
   |  all                                          | 
   |-----------------------------------------------| 
   |  CTR_APP     Counter dues - apprentice        | 
   |  CTR_APP1    counter dues - apprentice 1      | 
   |  CTR_APP2    Counter dues - apprentice 2      | 
   |  CTR_HON     Counter dues - honorary member   | 
   |  CTR_JOUR    Counter dues - journeyman        | 
   |  CTR_LIFE    Counter dues - life member       | 
   |  CTR_PREAPP  Counter dues - pre-apprentice    | 
   |  CTR_RET     Counter dues - retired           | 
   +-----------------------------------------------+

You can select one, several or all codes.

Select "all" to include all dues codes on the report.

To select one or more dues 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. For example, if "CTR_APP" and "CTR_JOUR" are selected, you would see: 



  Dues Code   : CTR_APP,CTR_JOUR

Should you wish to remove one or more of the selected codes, you can use the "Remove Dues Code" option to remove the codes. 



   +---------------Select Dues Code----------------+ 
   |  accept current default                       | 
   |  all                                          | 
   |  reset                                        | 
   |-----------------------------------------------| 
   |  CTR_APP1    counter dues - apprentice 1      | 
   |  CTR_APP2    Counter dues - apprentice 2      | 
   |  CTR_HON     Counter dues - honorary member   | 
   |  CTR_LIFE    Counter dues - life member       | 
   |  CTR_PREAPP  Counter dues - pre-apprentice    | 
   |  CTR_RET     Counter dues - retired           | 
   |-----------------------------------------------+Remove Dues Code+ 
   |  Remove Dues Code                           [>|  CTR_APP       | 
   +-----------------------------------------------|  CTR_JOUR      | 
                                                   +----------------+

When you select "Remove Dues Code", a list of the selected items is displayed. You can then select the code to remove. As each dues 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 dues codes.

Use the "reset" option to erase the current selections and start over.

Class Codes

A list of class codes is displayed, and you are asked for the codes to include on the report. 



   +---------------Select Class Code---------------+ 
   |  all                                          | 
   |-----------------------------------------------| 
   |  AGENCY      Agency Shop                      | 
   |  APPLICANT   Membership Applicant             | 
   |  APPRENTIC1  Apprentice level 1               | 
   |    . . .        . . .                         | 
   |  APPRENTIC8  Apprentice level 8               | 
   |  APPRENTICE  Apprentice                       | 
   |  BECK        Beck Objector                    | 
   |  CONTRACTOR  Contractor Member                | 
   |  DISABLED    Disabled Member                  | 
   |  EARLYRET    Early Retired                    | 
   |  HONORARY    50 Yr Honorary Member            | 
   |  INSERVICE   Called Military Service          | 
   |  LIFE        Life Member                      | 
   |  MEMBER      Member - Regular                 | 
   |  PREAPPREN   Pre-apprentice                   | 
   |  RETIRED     Retired Member                   | 
   |  WALKAPP     Walkin Apprentice - non member   | 
   |  WALKIN      Walkin Journeyman - non member   | 
   +-----------------------------------------------+

You can select one, several or all class codes.

Select "all" to include all class codes on the report, or select the specific codes you want to include.

Your selections are displayed in the top portion of the screen.

Proceed

You are asked if you want to proceed with creating the members by dues code report. 



   +Proceed-+ 
   |  Yes   | 
   |  No    | 
   +--------+

Select "Yes" to generate the report.

Select "No" to return to the class code prompt.

Press <ESC> to abort this report procedure.

If "Yes", the report is generated.

Report Contents and Example

The following information is shown on the report:

affiliate ID and name
dues group code
member ID
member name
member class code
member status
paid thru date

The following is an example of a report: 


26-Oct-2002  United Brotherhood of Carpenters and Joiners of America      Page 1 
                              Members by Dues Code 
                            UBC01444 -- Tucson Local 
 
Dues Code  Member ID      Member Name           Class      Status     Paid Thru 
---------- -------------- --------------------- ---------- ---------- ---------- 
2056-AP2   U-4688-9413    Jack Crow             APPRENTIC2 GOODSTANDG 12/31/2002 
 
                     Total members for dues code 2056-AP2: 1 
 
2056-JO    U-6760-9447    Thomas Banks          MEMBER     GOODSTANDG 11/30/2002 
 
                     Total members for dues code 2056-JO: 1 
 
50ARETIRED U-4769-6286    Lyle Botts            RETIRED    GOODSTANDG 02/28/2002 
           U-5771-0920    Casper Browning       RETIRED    GOODSTANDG 07/31/2002 
           U-4369-6371    L Buettner            RETIRED    GOODSTANDG 02/28/2002 
 
                    Total members for dues code 50ARETIRED: 3 
 
50DISABLED U-2771-6228    Archie Base           50DISABLED GOODSTANDG 11/30/2002 
           U-8771-5745    Ben Cross             50DISABLED GOODSTANDG 02/28/2002 
           U-8356-9167    Darrell Deem          50DISABLED GOODSTANDG 02/28/2002 
           U-1771-6067    Larry Farms           50DISABLED GOODSTANDG 07/31/2002 
 
                    Total members for dues code 50DISABLED: 4 
 
APP_DUES   U-5641-0329    Robert Reynolds       APPRENTIC2 GOODSTANDG 03/31/2002 
 
                     Total members for dues code APP_DUES: 1 
 
CTR_APP1   U-7689-7132    Sam Appleby           APPRENTIC1 GOODSTANDG 04/30/2002 
           U-4743-6823    Carl Board            APPRENTIC1 GOODSTANDG 02/28/2002 
           U-6431-3619    Dillon Darkeness      APPRENTIC1 ARREARS    12/31/2001 
           U-1771-8961    Sam Donaldson         APPRENTIC1 ARREARS    12/31/2001 
           U-2000-3217    Jess Harper           APPRENTIC1 GOODSTANDG 10/31/2002 
           U-6772-4107    Jerry Jacobs          APPRENTIC1 GOODSTANDG 05/31/2002 
           U-7616-2650    Jacob Mellon          APPRENTIC1 GOODSTANDG 12/31/2002 
           U-5431-3458    Jack Package          APPRENTIC1 ARREARS    12/31/2001 
           U-7772-1534    Alexander Swift       APPRENTIC1 ARREARS    12/31/2001 
           U-7772-4429    Dale White            PREAPPREN  GOODSTANDG 02/28/2002 
 
                    Total members for dues code CTR_APP1: 10 
 
CTR_APP2   U-1201-9585    Art Aimes             APPRENTIC2 GOODSTANDG 09/30/2002 
           U-5431-3297    Amos Barker Jr        APPRENTIC2 GOODSTANDG 04/30/2002 
           U-8771-1403    Robert Barringer      APPRENTIC2 GOODSTANDG 01/31/2003 
           U-2743-6502    James Bower           APPRENTIC2 GOODSTANDG 05/31/2002 
. . . . .

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