United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
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Chapter 36
ARRLTR - Arrears/Susp-Report/Letter/Label

 



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

The ARRLTR - Arrears/Susp-Report/Letter/Label menu option is used to create a projection report of members who might be going into ARREARS or SUSPENDED status at the end of the current month. You can also create reports of members in arrears xx number of months, and members who are already in arrears or already suspended.

This option also allows you to create letters and labels for the members selected.

Select the ARRLTR menu option to create arrears/suspension reports, and letters and labels for selected members.

36.1 Arrears/Suspension Reports/Letters/Labels Input Screen

After ARRLTR is selected from the menu, the arrears/suspension reports/letters/labels input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliate ID     : 
Branch ID        : 
 
Main Option      : 
 
 
 
 
 
 
 
 
 
 
Affiliate ID? UBC04003 
 
 
<ESC>=Exit           Arrears/Suspension-Report/Letter/Label  <F2>=Back <F1>=Help

36.2 Prompts and Responses

The following sections describe the prompts displayed when you are selecting data for arrears/suspension reports, letters and/or labels.

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

Affiliate ID

You are asked for the affiliate ID.

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



 Affiliate ID? UBC04003

Note: To report on all locals in your council, enter the council affiliate ID.

The default affiliate ID is the council ID.

Press [Enter] to accept the council ID default.

Enter the affiliate ID of a local that you want to report on. You can enter the affiliate ID number which is a number from 1 to 99999, or you can enter the entire affiliate ID.

After an affiliate ID is entered, the affiliate name is displayed.

Branches

If a local affiliate ID was entered, and that affiliate has branches, you are asked which branch you want to report on. 



   +----------------Branch ID----------------+ 
   |  all                                    | 
   |-----------------------------------------| 
   |  NOTUCSON  North Tucson                 | 
   |  SOTUCSON  South Tucson                 | 
   |  MAIN_OFF  Tucson Local - Main Office   | 
   +-----------------------------------------+

Select "All" to include all branches.

Select one of the branches from the menu.

Report Options

You can create several different arrears/suspension reports.

You are asked for the arrears/suspension information that you want to report on. 



   +-----------Main Option------------+ 
   |  Arrears/Suspension Projection   | 
   |  Arrears                         | 
   |  Suspension                      | 
   +----------------------------------+

Select "Arrears/Suspension Projection" to create a report of members who will go into arrears, and who will be suspended.

Select "Arrears" to create specific arrears information reports. This option allows you to create reports on arrears projection, members in arrears xx number of months, or members already in arrears.

Select "Suspension" to create specific suspension information reports. This option allows you to create reports on suspension projection, or on members who are already suspended.

For all of the options, you can create reports, letters and/or labels.

The following sections describe each of the report options.

36.2.1 Arrears/Suspension Projection Report/Letters/Labels

Select the "Arrears/Suspension Projection" option to create a report of members who will go into arrears, or who will be suspended. 



   +-----------Main Option------------+ 
   |  Arrears/Suspension Projection   | 
   |  Arrears                         | 
   |  Suspension                      | 
   +----------------------------------+

Members Option

You are asked for the members that you want to include. You can include or exclude the 100% employer remit members, or only include the 100% remit members. 



   +---------------Members Option----------------+ 
   |  Include All Members                        | 
   |  Exclude 100% Employer Remit Members        | 
   |  Include Only 100% Employer Remit Members   | 
   +---------------------------------------------+

Select one of the members options from the menu.

Proceed

After you select the "Arrears/Suspension Projection" option, you are asked if you want to proceed with selecting the appropriate members for the report, letters and/or labels. 



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

Select "Yes" to proceed with extracting the selected members.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the members who will be going into arrears and who will be suspended are extracted.

Output Option

You are asked what you want to do with the selected data. 



   +------Output Option-------+ 
   |  Report                  | 
   |  Create Labels           | 
   |  Send Letter             | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+

Select "Report" to create the arrears/suspension projection report.

Select "Create Labels" to create labels for the selected members.

Select "Send Letter" to create letters for the selected members.

Select "finished with outputs" when you are finished creating reports, labels and/or letters.

Note: See Section 36.3, Creating Letters and Labels, for information on creating letters and labels for the selected members.

If "Report" is selected, you are asked if you want to separate the members with an underline. 



   +Separate Members by Underlines+ 
   |  Yes                         | 
   |  No                          | 
   +------------------------------+

Select "Yes" to separate the members with an underline.

Select "No" if you do not want to separate the members.

Arrears/Suspension Projection Report Example

The following is an example of an arrears/suspension projection report for a local: 


27-Jan-2003  United Brotherhood of Carpenters and Joiners of America      Page 1 
                         Arrears / Suspension Projection 
                            For End of Month Jan/2003 
 
Members who will go into arrears 
 
                                                             Dues Paid   Arrears 
Aff ID   Member Name             Member ID   Employer ID     Thru         Months 
-------- ----------------------- ----------- --------------- ----------- ------- 
UBC01444 Bassy, George E         U-2000-0322                 31-Oct-2002       3 
         Class: MEMBER           Phone: (520) 555-1983 
         ----------------------------------------------------------------------- 
UBC01444 Baxter Jr, James J      U-4795-2553                 30-Sep-2002       4 
         Class: MEMBER           Phone: (520) 555-6129 
         ----------------------------------------------------------------------- 
UBC01444 Core Jr, Clay           U-6689-6971                 31-Oct-2002       3 
         Class: MEMBER           Phone: (520) 555-4004 
         ----------------------------------------------------------------------- 



27-Jan-2003  United Brotherhood of Carpenters and Joiners of America      Page 2 
                         Arrears / Suspension Projection 
                            For End of Month Jan/2003 
 
Members who will be suspended 
 
                                                             Dues Paid   Arrears 
Aff ID   Member Name             Member ID   Employer ID     Thru         Months 
-------- ----------------------- ----------- --------------- ----------- ------- 
UBC01444 Dancer, Clarence        U-7772-0087                 31-Jul-2002       6 
         Class: MEMBER           Phone: (520) 555-0902 
         -----------------------------------------------------------------------

36.2.2 Arrears Reports/Letters/Labels

Select the "Arrears" option to create specific arrears reports, letters and/or labels. 



   +-----------Main Option------------+ 
   |  Arrears/Suspension Projection   | 
   |  Arrears                         | 
   |  Suspension                      | 
   +----------------------------------+

Arrears Options

You are asked which arrears option you want to do. 



   +---------Arrears Option----------+ 
   |  Arrears Projection             | 
   |  # of Months in Arrears         | 
   |  Members Currently in Arrears   | 
   +---------------------------------+

Select "Arrears Projection" to select members who will be going into arrears.

Select "# of Months in Arrears" to select members who are xx number of months in arrears.

Select "Members Currently in Arrears" to select members who are already in arrears.

Number of Months in Arrears

If you selected "# Months in Arrears", you are asked for the number of arrears months. 



 Number of months in arrears (1-6)? ____

Enter a number from 1 to 6 to select members who are in arrears that number of months.

Members Option

You are asked for the members that you want to include. You can include or exclude the 100% employer remit members, or only include the 100% remit members. 



   +---------------Members Option----------------+ 
   |  Include All Members                        | 
   |  Exclude 100% Employer Remit Members        | 
   |  Include Only 100% Employer Remit Members   | 
   +---------------------------------------------+

Select one of the members options from the menu.

Proceed

You are asked if you want to proceed with selecting the appropriate members for the arrears report, letters or labels. 



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

Select "Yes" to proceed with extracting the selected members.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the members who meet your selection criteria are extracted.

Output Option

You are asked what you want to do with the selected data. 



   +------Output Option-------+ 
   |  Report                  | 
   |  Create Labels           | 
   |  Send Letter             | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+

Select "Report" to create the arrears report.

Select "Create Labels" to create labels for the selected members.

Select "Send Letter" to create letters for the selected members.

Select "finished with outputs" when you are finished creating reports, labels and/or letters.

Note: See Section 36.3, Creating Letters and Labels, for information on creating letters and labels for the selected members.

If "Report" is selected, you are asked if you want to separate the members with an underline. 



   +Separate Members by Underlines+ 
   |  Yes                         | 
   |  No                          | 
   +------------------------------+

Select "Yes" to separate the members with an underline.

Select "No" if you do not want to separate the members.

Arrears Report Examples

The following is an example of an arrears projection report: 


27-Jan-2003  United Brotherhood of Carpenters and Joiners of America      Page 1 
                               Arrears Projection 
                            For End of Month Jan/2003 
 
                                                             Dues Paid   Arrears 
Aff ID   Member Name             Member ID   Employer ID     Thru         Months 
-------- ----------------------- ----------- --------------- ----------- ------- 
UBC01444 Bassy, George E         U-2000-0322                 31-Oct-2002       3 
         Class: MEMBER           Phone: (520) 555-1983 
         ----------------------------------------------------------------------- 
UBC01444 Baxter Jr, James J      U-4795-2553                 30-Sep-2002       4 
         Class: MEMBER           Phone: (520) 555-6129 
         ----------------------------------------------------------------------- 
UBC01444 Core Jr, Clay           U-6689-6971                 31-Oct-2002       3 
         Class: MEMBER           Phone: (520) 555-4004 
         -----------------------------------------------------------------------

The following is an example of an arrears report that shows members who are 4 months in arrears: 


27-Jan-2003  United Brotherhood of Carpenters and Joiners of America      Page 1 
                           Members 4 Months in Arrears 
 
                                                             Dues Paid   Arrears 
Aff ID   Member Name             Member ID   Employer ID     Thru         Months 
-------- ----------------------- ----------- --------------- ----------- ------- 
UBC01444 Corey, Jack             U-1743-9235                 30-Sep-2002       4 
         Class: MEMBER           Phone: (520) 555-0789 
UBC01444 Baxter Jr, James J      U-4795-2553                 30-Sep-2002       4 
         Class: MEMBER           Phone: (520) 555-6129

The following is an example of an arrears report that shows members who are already in arrears: 


27-Jan-2003  United Brotherhood of Carpenters and Joiners of America      Page 1 
                          Members Currently In Arrears 
 
                                                             Dues Paid   Arrears 
Aff ID   Member Name             Member ID   Employer ID     Thru         Months 
-------- ----------------------- ----------- --------------- ----------- ------- 
UBC01444 Barringer, Robert       U-8771-1403 JONES & SONS    31-Dec-2002       1 
         Class: APPRENTIC2 
UBC01444 Corey, Jack             U-1743-9235                 30-Sep-2002       4 
         Class: MEMBER           Phone: (520) 555-0789 
UBC01444 Cotton, Jim             U-5766-6466                 31-Aug-2002       5 
         Class: MEMBER           Phone: (520) 555-5437 
UBC01444 Wood, Jimmy             U-1201-5243 BROOKS          30-Nov-2002       2 
         Class: MEMBER           Phone: (520) 555-0531 
UBC01444 Dancer, Clarence        U-7772-0087                 31-Jul-2002       6 
         Class: MEMBER           Phone: (520) 555-0902

36.2.3 Suspension Reports/Letters/Labels

Select the "Suspension" option to create specific suspension reports, letters and/or labels. 



   +-----------Main Option------------+ 
   |  Arrears/Suspension Projection   | 
   |  Arrears                         | 
   |  Suspension                      | 
   +----------------------------------+

Suspension Options

You are asked which suspension option you want to do. 



   +----Suspension Option-----+ 
   |  Suspension Projection   | 
   |  Suspended Members       | 
   +--------------------------+

Select "Suspension Projection" to select members who will be suspended.

Select "Suspended Members" to select members who were suspended during a specific time period.

Suspended Date Range

If you selected "Suspended Members", you are asked for the time period you want to select members for. For example, you might want to report on members who were suspended during a 3-month time period.

First, you are asked for the beginning date of the time period. 



 Suspended begin date (MMDDYYYY)? FIRST___ 
 
                    Enter FIRST to start at the earliest date

Press [Enter] to accept the default of "FIRST" or enter "first" to start with the earliest suspended date.

Enter a beginning date in MMDDYYYY format.

Next, you are asked for the ending date of the time period. 



 Suspended end date (MMDDYYYY)? LAST____ 
 
                      Enter LAST to end at the latest date

Press [Enter] to accept the default of "LAST" or enter "last" to end with the latest suspended date.

Enter an ending date in MMDDYYYY format.

Members Option

You are asked for the members that you want to include. You can include or exclude the 100% employer remit members, or only include the 100% remit members. 



   +---------------Members Option----------------+ 
   |  Include All Members                        | 
   |  Exclude 100% Employer Remit Members        | 
   |  Include Only 100% Employer Remit Members   | 
   +---------------------------------------------+

Select one of the members options from the menu.

Proceed

You are asked if you want to proceed with selecting the appropriate members for the suspension report, letters or labels. 



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

Select "Yes" to proceed with extracting the selected members.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the members who meet your selection criteria are extracted.

Output Options

You are asked what you want to do with the selected data. 



   +------Output Option-------+ 
   |  Report                  | 
   |  Create Labels           | 
   |  Send Letter             | 
   |--------------------------| 
   |  finished with outputs   | 
   +--------------------------+ 
                                 7 members selected

Select "Report" to create the suspension report.

Select "Create Labels" to create labels for the selected members.

Select "Send Letter" to create letters for the selected members.

Select "finished with outputs" when you are finished creating reports, labels and/or letters.

Note: See Section 36.3, Creating Letters and Labels, for information on creating letters and labels for the selected members.

If "Report" is selected, you are asked if you want to separate the members with an underline. 



   +Separate Members by Underlines+ 
   |  Yes                         | 
   |  No                          | 
   +------------------------------+

Select "Yes" to separate the members with an underline.

Select "No" if you do not want to separate the members.

Suspension Report Examples

The following is an example of a suspension projection report: 


27-Jan-2003  United Brotherhood of Carpenters and Joiners of America      Page 1 
                              Suspension Projection 
                            For End of Month Jan/2003 
 
                                                             Dues Paid   Arrears 
Aff ID   Member Name             Member ID   Employer ID     Thru         Months 
-------- ----------------------- ----------- --------------- ----------- ------- 
UBC01444 Dancer, Clarence        U-7772-0087                 31-Jul-2002       6 
         Class: MEMBER           Phone: (520) 555-0902

The following is an example of a suspension report that shows members who were suspended during a specific time period: 


27-Jan-2003  United Brotherhood of Carpenters and Joiners of America      Page 1 
                                Suspended Members 
                 Suspending Beginning 01/01/2002 thru 03/31/2002 
 
                                                             Dues Paid   Arrears 
Aff ID   Member Name             Member ID   Employer ID     Thru         Months 
-------- ----------------------- ----------- --------------- ----------- ------- 
UBC01444 Alexander, James        U-2772-0569                 30-Sep-2001       6 
         Class: MEMBER           Phone: (520) 555-5680 
UBC01444 Arbor Jr, Bentley S     U-1743-6341                 30-Sep-2001       6 
         Class: MEMBER           Phone: (520) 555-1350 
UBC01444 Avery, Sam              U-8769-2588                 30-Sep-2001       6 
         Class: MEMBER           Phone: (520) 555-5001 
UBC01444 Carr, Donald            U-5767-0968 A2056CONTRACTOR 30-Sep-2001       6 
         Class: MEMBER           Phone: (520) 555-7755 
UBC01444 Child, Tony             U-3743-8110 BROOKS          31-Aug-2001       6 
         Class: MEMBER 
UBC01444 Clauson, Randy E        U-5770-8026                 30-Sep-2001       6 
         Class: MEMBER 
UBC01444 Coins, Jake R           U-3207-6513 BROOKS          30-Sep-2001       6 
         Class: MEMBER           Phone: (521) 554-0031 
UBC01444 Collins, Alexander      U-2202-1193                 31-Aug-2001       6 
         Class: MEMBER 
. . . .

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