+------------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 MEMBAL menu option is used by affiliates to create a report of members in goodstanding or arrears, with current balance and dues paid through date information. The report also shows overpayment and dues paid forward amounts.

You can report on members for one, several or all employers. Members with zero balances can be excluded from the report. You can create a report of members who have credit balances, or who have balances starting with a specific amount.

The selected report data can be sorted by member name or employer ID.

This chapter explains how to create member balance reports.

38.1 Member Balance Report Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate ID: UBC01444 -- Tucson Eastside Employer ID : All Members, All Balances : All Members With Unapplied Money : All Members With a Credit Balance : All Members With a Zero Balance : Include Members With Balance Starting At : Sort by : Print Member Class, Phone Number, Dues Code: Employer ID? __________________________________________________ Enter "ALL" if you want to select all employers <ESC>=Exit Member Balance Report <F2>=Back <F1>=Help

38.2 Prompts and Responses

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? ________

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 or enter the entire affiliate ID. After the affiliate ID is entered, the affiliate name is displayed.

Employer ID

You are asked for the employer ID. You can include one, several or all employers.

Employer ID? __________________________________________________ Enter "ALL" if you want to select all employers

Enter "all" if you want to include all members regardless of employer.

Enter one or more characters of the employer ID or short name.

If more than one employer ID begins with the entered characters, a menu of employers is displayed. You can then select an employer from the list. For example:

+--------------- Select Employer (from 3 Matching Employers) ----------------+ | | | Aff ID Employer ID Employer Name | | UBC01444 JONES & SONS Ed Jones & Sons Construction | | UBC01444 JOHNSON Donald R. Johnson Construction | | UBC04003 JENNINGS CO Jennings Construction And Framing Co. | +----------------------------------------------------------------------------+

If you select an employer to report on, you are asked if you want to select additional employers. You can select one or several employers.

All Members, All Balances

You are asked if you want to report on all the members regardless of their balances.

+Include all members, all balances+ | Yes | | No | +---------------------------------+

Select "Yes" to include all the members in the selected affiliate and employer ID.

Select "No" to skip this prompt.

If "Yes", the next prompt will be for sort selection.

Unapplied Money

You are asked if you want to report on all the members with unapplied money.

+Include all members with unapplied money+ | Yes | | No | +----------------------------------------+

Select "Yes" to include all the members who have unapplied money.

Select "No" to skip this prompt.

If "Yes", only the members with unapplied money will be included.

Credit Balances

You are asked if you want to include only members with credit balances on the report.

+Include only members with a credit balance+ | Yes | | No | +------------------------------------------+

Select "Yes" to only include members with credit balances.

Select "No" to proceed to the next data selection prompt.

If "Yes", the report will only include members who have credit balances, and the other selection prompts will be skipped.

Zero Balances

You are asked if you want to include members with zero balances.

+Include only members with a zero balance+ | Yes | | No | +----------------------------------------+

Select "Yes" to include members who have zero balances.

Select "No" to exclude members with zero balances, and only include members with balances starting with xxx amount. You will be asked for the starting xxx amount.

If "Yes", all members will be included regardless of their balances, and the next selection prompt will be skipped.

Balances Starting At

If, for example, you want a report of members who have a balance of $200.00 or more, you can enter "200" at the "Include balances starting at" prompt.

You are asked for the amount that you want to start with.

Include members with balances starting at? 0________

Press [Enter] to accept the default amount of "0".

Enter the dollar amount that you want to start with.

The report will include only members with balances that are the same or greater than the amount you enter.

Sort Order

If you selected several or "ALL" employers, you are asked how you want to sort the report data.

+-------Sort by-------+ | Member Last Name | | Employer ID | +---------------------+

Select the appropriate sort option from the menu.

Print Class, Phone, Dues Code Data

You are asked if you want to show the member's class, telephone number, and dues code on the report.

+Print member class, phone number, and dues code+ | Yes | | No | +-----------------------------------------------+

Select "Yes" to include this information.

Select "No" if you do NOT want to include this information on the report.

Proceed

You are asked if you want to proceed with creating the member balance report.

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

Select "Yes" to proceed with report generation.

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

Press <ESC> to abort this report procedure.

If "Yes", the member balance report is generated.

Output Option

You are asked for the output option. You can create a report, labels or an export file.

+------Output Option-------+ | Report | | Export File | | Create Labels | |--------------------------| | Finished with Outputs | +--------------------------+

Select one of the menu options. After the selected option is completed, the "Output Option" menu is again displayed. You can select another option from the menu, or select "Finished with Outputs" when you are done.

If you elect to create an Export File, you will be asked for the export file name. The export file will be created, and you can load it down to your PC.

If you are creating Labels, you will be asked for the label information; 1-up, 2-up, etc.

Report Examples

The following is an example of a member balance report that shows members with unapplied money.

08-Jun-2010 United Brotherhood of Carpenters and Joiners of America Page 1 Membership Balance Report - UBC01444 Tucson Eastside Goodstanding and Arrears Status Members Members with Balance Starting at Name ID Status Initiated Dues Paid Thru ---------------------------- -------------- ---------- ---------- -------------- Apple, Candy U-3933-9251 GOODSTANDG 08/01/2008 08/31/2010 Mo Arr: Cur Bal: 80.00CR Ovpay: 26.00 Dues Pd Forwd: 54.00 Class : MEMBER Phone: (520) 888-1212 Dues Code: CTR_JOUR2 Batter, Bob U-4766-6305 ARREARS 10/01/2002 06/30/2010 Mo Arr: 1 Cur Bal: 50.00CR Ovpay: 50.00 Dues Pd Forwd: Class : INSERVICE Phone: (520) 555-6655 Dues Code: CTR_JOUR Gardner, Leo U-4770-9312 GOODSTANDG 01/10/2001 06/30/2010 Mo Arr: 1 Cur Bal: 18.00CR Ovpay: 18.00 Dues Pd Forwd: Class : WALKIN Phone: (520) 555-2234 Dues Code: 08-Jun-2010 United Brotherhood of Carpenters and Joiners of America Page 2 Membership Balance Report - UBC01444 Tucson Eastside Goodstanding and Arrears Status Members Accumulated Totals -------------------------------------- Total Current Balance : 148.00 credit Total Unapplied : 94.00 Total Dues Paid Forward: 54.00

The following is an example of a member balance report that shows the class, phone and dues code information.

26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 Membership Balance Report - UBC01444 Tucson Local Goodstanding and Arrears Status Members Members with Balance Starting at $0.01 Name ID Status Initiated Dues Paid Thru ---------------------------- -------------- ---------- ---------- -------------- Abbottson, Xenia U-4770-3523 ARREARS 01/15/2001 12/31/2001 Mo Arr: 4 Cur Bal: 130.00 Ovpay: Dues Pd Forwd: Class : MEMBER Phone: Dues Code: CTR_JOUR Acres, Jack S. U-2770-7543 GOODSTANDG 04/15/1999 05/31/2002 Mo Arr: Cur Bal: 0.25 Ovpay: Dues Pd Forwd: Class : WALKIN Phone: (520) 555-4343 Dues Code: Adams, James J. U-3689-7936 ARREARS 09/10/1999 01/31/2002 Mo Arr: 3 Cur Bal: 104.00 Ovpay: Dues Pd Forwd: Class : MEMBER Phone: (520) 555-6129 Dues Code: CTR_JOUR Adamson, Bailey U-5770-6579 ARREARS 02/01/2001 12/31/2001 Mo Arr: 4 Cur Bal: 130.00 Ovpay: Dues Pd Forwd: Class : MEMBER Phone: Dues Code: CTR_JOUR Allen, George U-3766-6144 GOODSTANDG 01/02/2001 04/30/2002 Mo Arr: Cur Bal: 25.00 Ovpay: Dues Pd Forwd: Class : MEMBER Phone: (520) 555-3344 Dues Code: CTR_APP3 Appleby, Sam U-7689-7132 GOODSTANDG 03/20/2001 04/30/2002 Mo Arr: Cur Bal: 10.25 Ovpay: 10.75 Dues Pd Forwd: Class : APPRENTIC1 Phone: Dues Code: CTR_APP1 . . . . . . .

The following is an example of part of a member balance report that shows only credit balances:

26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 Membership Balance Report - UBC01444 Tucson Local Goodstanding and Arrears Status Members Members with Credit Balances Only Name ID Status Initiated Dues Paid Thru ---------------------------- -------------- ---------- ---------- -------------- Aimes, Art U-1201-9585 GOODSTANDG 11/15/2000 09/30/2002 Mo Arr: Cur Bal: 102.00CR Ovpay: 4.00 Dues Pd Forwd: 98.00 Allenson, Bruce U-6770-6739 GOODSTANDG 01/15/2001 09/30/2002 Mo Arr: Cur Bal: 104.00CR Ovpay: Dues Pd Forwd: 104.00 Arnold, Edward J. U-3770-7704 GOODSTANDG 12/15/2000 09/30/2002 Mo Arr: Cur Bal: 116.00CR Ovpay: 12.00 Dues Pd Forwd: 104.00 Arnoldson, Ruth A. U-8771-2850 GOODSTANDG 05/15/2001 09/30/2002 Mo Arr: Cur Bal: 122.00CR Ovpay: 18.00 Dues Pd Forwd: 104.00 Backer, Jim U-3688-9092 GOODSTANDG 06/01/2001 10/31/2002 Mo Arr: Cur Bal: 142.00CR Ovpay: 7.00 Dues Pd Forwd: 135.00 Bacon, Jerry A. U-2744-0843 GOODSTANDG 04/08/2002 09/30/2002 Mo Arr: Cur Bal: 108.00CR Ovpay: 4.00 Dues Pd Forwd: 104.00 Banks, Fred U-3689-2147 GOODSTANDG 06/01/1999 09/30/2002 Mo Arr: Cur Bal: 104.00CR Ovpay: Dues Pd Forwd: 104.00 Banks, Thomas X. U-6760-9447 GOODSTANDG 08/15/2001 11/30/2002 Mo Arr: Cur Bal: 150.00CR Ovpay: Dues Pd Forwd: 150.00 Barker, Cole S. U-1771-0116 GOODSTANDG 01/02/2000 10/31/2002 Mo Arr: Cur Bal: 142.00CR Ovpay: 7.00 Dues Pd Forwd: 135.00 . . . . . .

The following is an example of a member balance report that shows balances starting with $150.00. It also shows the accumulated totals which are shown on all reports.

21-Jan-2004 United Brotherhood of Carpenters and Joiners of America Page 1 Membership Balance Report - UBC01444 Tucson Local Goodstanding and Arrears Status Members Members with Balance Starting at $150.00 Name ID Status Initiated Dues Paid Thru ---------------------------- -------------- ---------- ---------- -------------- Allenson, Bruce U-6770-6739 ARREARS 01/15/2001 07/31/2003 Mo Arr: 6 Cur Bal: 152.00 Ovpay: 4.00 Dues Pd Forwd: Macy, Ronald U-3772-3625 ARREARS 05/28/2003 07/31/2003 Mo Arr: 6 Cur Bal: 156.00 Ovpay: Dues Pd Forwd: Ring, Amos U-1795-1910 ARREARS 10/15/2002 07/31/2003 Mo Arr: 6 Cur Bal: 178.00 Ovpay: 4.00 Dues Pd Forwd: Wilks, William U-8933-1531 ARREARS 06/15/2003 07/31/2003 Mo Arr: 6 Cur Bal: 156.00 Ovpay: Dues Pd Forwd: 21-Jan-2004 United Brotherhood of Carpenters and Joiners of America Page 2 Membership Balance Report - UBC01444 Tucson Local Goodstanding and Arrears Status Members Accumulated Totals ------------------------------- Total Current Balance : 642.00 Total Unapplied : 8.00 Total Dues Paid Forward: 0.00

+------------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 CLASSSUM - Membership Summary by Class Report lists counts of active members by class. You can report on activity as of the end of last month, on current activity through yesterday, or on historical (prior months) activity. The report breaks down active member counts into goodstanding, arrears, and transfers for each class.

Select CLASSSUM to create the membership summary by class report.

This chapter explains how to create membership class summary reports.

39.1 Selecting Data - the Prompts

39.1.1 Local Affiliate Input Prompts

After you select CLASSSUM from the menu, the following screen is displayed.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliates in : Local Affiliate(s) : UBC01444 -- Tucson Local Classifications : T+--------------Select Class Codes---------------+ | all | S|-----------------------------------------------| | HONORARY 50 Yr Honorary Member | S| AGENCY Agency Shop | | APPRENTICE Apprentice | M| APPRENTAPP Apprentice Applicant | | APPRENTIC1 Apprentice level 1 | | APPRENT10 Apprentice level 10 | | APPRENT11 Apprentice level 11 | | APPRENT12 Apprentice level 12 | | APPRENTIC2 Apprentice level 2 | | APPRENTIC3 Apprentice level 3 | | APPRENTIC4 Apprentice level 4 | | APPRENTIC5 Apprentice level 5 | | ... | +-----------------------------------------------+ <ESC>=Exit Membership by Class Summary Report <F2>=Back <F1>=Help

Class Codes

You are asked for the class codes that you want to include.

+--------------Select Class Codes---------------+ | all | | all actual member classes only | |-----------------------------------------------| | HONORARY 50 Yr Honorary Member | | AGENCY Agency Shop | | APPRENTICE Apprentice | | APPRENTDRP Apprentice - dropped program | | APPRENTAPP Apprentice Applicant | | APPRENTIC1 Apprentice level 1 | | APPRENT10 Apprentice level 10 | | APPRENT11 Apprentice level 11 | | APPRENT12 Apprentice level 12 | | APPRENTIC2 Apprentice level 2 | | APPRENTIC3 Apprentice level 3 | | APPRENTIC4 Apprentice level 4 | | APPRENTIC5 Apprentice level 5 | | APPRENTIC6 Apprentice level 6 | | APPRENTIC7 Apprentice level 7 | | ... | +-----------------------------------------------+

You can select one, several or all classes.

Select "all" to include all classes.

Select "all actual member classes only" to include only the actual member classes.

Select one or more of the classes that you want to include.