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The following is an example of a member photo report showing members with no photos on file and no class exclusions.
21-Jan-2009United Brotherhood of Carpenters and Joiners of America Page 1
Membership Photo Reporting
Members with No Photos on File
Local UBC ID Member Name Class
----- ----------- ---------------------------------------- ----------
1444 U-5047-2646 Abbott, James A HONORARY
1444 U-1744-0683 Acorn Jr, Sam R MEMBER
1444 U-2771-4780 Airs, Kyle MEMBER
1444 U-3766-6144 Allen, George APPRENTAPP
1444 U-3933-2014 Angles, Beth MEMBER
1444 U-3933-9251 Apple, Candy MEMBER
1444 U-4933-9572 Appleman, Hank MEMBER
1444 U-8771-8800 Arthur, Allen R APPRENTIC1
1444 U-4766-4857 Barns, Pete MEMBER
1444 U-2000-0322 Bassy, George E MEMBER
1444 U-4766-6305 Batter, Bob INSERVICE
1444 U-8000-1448 Bear, Jake R MEMBER
1444 U-2201-6851 Beaver, John MEMBER
1444 U-3767-0486 Bird, Lenny J INSERVICE
1444 U-2778-1081 Brown, Walter J HONORARY
1444 U-3769-7412 Bunker, Archie MEMBER
1444 U-8933-5874 Buttonwillow, Tom OUTREACH
........
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The following is an example of a member photo report showing members who have photos on file with a "last photo date" and no class exclusions.
21-Jan-2009 United Brotherhood of Carpenters and Joiners of America Page 1
Membership Photo Reporting
Members with Last Photo Date 01/01/2009 or Earlier
Local UBC ID Member Name Last Photo Taken At Class
----- ----------- ------------------------------- ---------- -------- ----------
1111 U-7201-6368 Abel, Tom MEMBER
1111 U-1770-2880 Adams, Ron AGENCY
1111 U-7431-2332 Austin, Ben WALKAPP
1111 U-6771-1081 Barnyard, Wilbur MEMBER
1111 U-4431-1689 Cape Jr, Dale S MEMBER
1111 U-5933-6839 Chairback, Sam MEMBER
1111 U-4689-2308 Dart, James J APPRENTAPP
1111 U-8769-5482 Deaver, Lance 12/15/2007 UBC01111 MEMBER
1111 U-1203-6953 Evans, Dale MEMBER
1111 U-4431-3136 Gardner, Benjamin APPRENTIC4
1111 U-1933-7482 Jacob, George MEMBER
1111 U-7504-4351 Johnson, Jack HONORARY
1111 U-3769-9020 Leaf, Randy 12/15/2007 UBC01111 MEMBER
1111 U-7933-7160 Owens, Jack MEMBER
1111 U-3744-1004 Pages, Steve J MEMBER
1111 U-8766-8556 Price, Fred APPRENTIC1
1111 U-4933-6678 Waterwell, Jackson MEMBER
.........
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+------------Inquiry/Report Procedures-------------+
| |
| Membership Inquiries/Reports |
| ... |
| |
| Other Inquiries/Reports |
| BILLTRANS Billing Transaction Inquiry |
| AFFINQ Affiliate Inquiry |
| AFFROSTER Member Roster with Address |
| SUMAFFINQ Summary Affiliate Inquiry |
| OPTIONS Reports, Letters, Labels |
| MEMLTRLAB Member Letters and Labels |
| DAYBOOK Day Book Report |
| TRSTEEDB Trustee Day Book |
| CHRGPAY Charges & Payments Report |
| FUNDALLOC Dues Fund Allocation Report |
| QTRFUNDALLOC Quarterly Dues Fund Allocation |
| PERMITSINQ Traveler Inquiry |
| PRINTOBLIFORM Reprint Obligation Form |
| EMPBILL Employer Billing for Dues |
| DUESPAID Dues Paid Statement Letters |
| ESTDELEGATE Convention Delegate Estimate R |
| AFFREPLAB Affiliate Report and Labels |
| FINADJUST Financial Adjustments Report |
| 10YRSTATS 10-Year Statistics Report |
| 12MOSTATS 12-Month Active Membership |
| GROWTH Growth Reporting |
| CERTIFICATE Delegate Goodstanding Certific |
| USERAUDIT User Audit Report |
| LM2_REPORT LM2 Report |
+--------------------------------------------------+
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The BILLTRANS - Billing Transaction Inquiry menu option is used by affiliates to get information on what was included on a specific monthly billing from the General Office.
You enter the month and year of the billing you want to inquire on. You can then create reports of per capita, initiation fees and/or backdated activity for that month and year.
Select BILLTRANS to inquire on monthly General Office billings.
52.1 Billing Transaction Inquiry Input Screen
After BILLTRANS is selected from the menu, the billing transaction
inquiry input screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Arizona State District Council UBC04003
Local Affiliate :
Month/Year of Bill:
Inquiry Option :
Report Type :
Sort by :
Member :
Activity :
Local affiliate? ________
<ESC>=Exit Billing Transaction Inquiry <F2>=Back <F1>=Help
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52.2 Prompts and Responses
The following sections describe the prompts displayed and responses
entered when you do billing transaction inquiries.
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 prompt and make a change, continuously press <F2> until you are at the prompt you want to change.
You are asked for the local affiliate ID that you want to inquire on.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
Local affiliate? ________ |
The affiliate ID is required. The affiliate must be active, and exist in the affiliate file.
You can enter the affiliate number which is a number from 1 to 99999, or you can enter the entire affiliate ID.
After the affiliate ID is entered, the affiliate name is displayed.
You are asked for the month and year of the General Office billing that you want to inquire on.
Month/year of bill (MM/YYYY)? _______ |
Enter the billing date in MM/YYYY format.
You can inquire on per capita, initiation fees or backdated activity.
You are asked to select the inquiry option that you want to get billing information on.
+-------Inquiry Option-------+ | Monthly Per Capita | | Monthly Initiation Fees | | Backdated / Activity | +----------------------------+ |
Each of the inquiry options is described in the following sections.
52.2.1 Monthly Per Capita Inquiry
Select the "Monthly Per Capita" inquiry option to get a report of per
capita information.
+-------Inquiry Option-------+ | Monthly Per Capita | | Monthly Initiation Fees | | Backdated / Activity | +----------------------------+ |
You are asked if you want to proceed with creating the per capita inquiry report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with creating the report.
Select "No" to return to the previous prompt.
Press <ESC> to abort this inquiry procedure.
If "Yes", the per capita inquiry report is generated.
The following is an example of a monthly per capita inquiry.
13-Jun-2003 United Brotherhood of Carpenters and Joiners of America Page 1
Active Status Roster as of 05/31/2003
Local UBC01444
Note: Per Capita Tax is not charged for members in ARREARS or
TRANSFER status.
Tax is not charged for members in the following classes:
INSERVICE, LIFE, WALKAPP, WALKIN, HONORARY.
Good-
Classification Tax stnding Arrears Trnsfer Total
--------------------------- --- ------- ------- ------- -------
Section 50 Disabled 001 2 0 0 2
Membership Applicant 001 4 1 0 5
Apprentice level 1 001 2 0 0 2
Apprentice level 2 001 3 2 0 5
Apprentice level 3 001 2 0 0 2
Apprentice level 4 001 4 0 0 4
Apprentice level 5 001 3 0 0 3
Beck Objector 001 1 0 0 1
50 Yr Honorary Member 001 3 0 0 3
Life Member 001 1 0 0 1
Member - Regular 001 70 4 1 75
Retired Member 001 1 0 0 1
Walkin Journeyman - non mem 001 3 0 0 3
======= ======= ======= =======
Local UBC01444 total 99 7 1 107
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Select the "Monthly Initiation Fees" inquiry option to get a report of initiation fees information.
+-------Inquiry Option-------+ | Monthly Per Capita | | Monthly Initiation Fees | | Backdated / Activity | +----------------------------+ |
You are asked if you want to proceed with creating the initiation fees inquiry report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with creating the report.
Select "No" to return to the previous prompt.
Press <ESC> to abort this inquiry procedure.
If "Yes", the initiation fees inquiry report is generated.
The following is an example of a monthly initiation fees inquiry.
13-Aug-2007 United Brotherhood of Carpenters and Joiners of America Page 1
Members Entered in 08/2007 with Initiation Date in 08/2007
Member ID Member Name Initiation GO Init Disp
-------------- --------------------------------- ---------- --------------------
U-6771-1081 Barnyard, Wilbur 08/01/2007 N
U-8769-5482 Deaver, Lance 08/01/2007 APPLICANT no charge
U-4431-3136 Gardner, Benjamin 08/01/2007 APPRENTIC1 no charge
U-3769-9020 Leaf, Randy 08/01/2007 Y
Total Entered/Initiated in 08/2007: 4
Total Entered/Initiated in 08/2007 Non-Chargeable Class: 2
Total Entered/Initiated in 08/2007 with GO Init Dispensation: 1
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Select the "Backdated / Activity" inquiry option to get a report of backdated billing information.
+-------Inquiry Option-------+ | Monthly Per Capita | | Monthly Initiation Fees | | Backdated / Activity | +----------------------------+ |
You are asked what backdated activity you want to inquire on.
+--------Report Type--------+ | All Activity | | Specific Member | | Specific Activity Type | +---------------------------+ |
Select "All Activity" to report on all backdated activity types. If this option is selected, you will be asked how you want to sort the data.
Select "Specific Member" to report on backdated activity for a single member. If this option is selected, you will be asked for the member's name or ID.
Select "Specific Activity Type" to report on a single backdated activity type. If this option is selected, you will be asked for the backdated activity type that you want to report on.
If you selected "All Activity", you are asked how you want to sort the backdated activity data.
+-------Sort Option--------+ | Sort by Member | | Sort by Date | | Sort by Activity Type | +--------------------------+ |
Select one of the sort options from the menu.
If you selected "Specific Member", you are asked for the member's name or ID.
Member name or ID? ____________________________________________________________ |
Enter the name or ID of the member that you want to get a report of backdated activity for.
If you selected "Specific Activity Type", you are asked for the backdated activity type code that you want to report on.
+---------Activity Code---------+ | Backdate Initiation Fees | | Backdated Applicant Tax | | Backdated Arrears Tax | | Backdated Class Change Tax | | Backdated New Member Tax | | Backdated Status Change | | Initiation Date Change | | Reinstatement Per Capita | | Transfer Per Capita | +-------------------------------+ |
Select the activity code that you want to report on.
You are asked if you want to proceed with creating the backdated activity inquiry report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to proceed with creating the report.
Select "No" to return to the previous prompt.
Press <ESC> to abort this inquiry procedure.
If "Yes", the backdated activity inquiry report is generated.
The following is an example of a backdated activity inquiry sorted by date.
24-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1
Detail Statement Transactions
Affiliate: UBC01444 -- Tucson Local
From: 02/01/2002 To: 02/28/2002
Member ID Member Name Date Activity Entered By D/C Amount
----------- ------------------- ---------- ---------------------------------------- ---------- --- ----------
U-4369-6371 Buettner, L E 02/05/2002 BACKDATED STATUS CHANGE - TAX - SCHED 1 JBROWNE DB 184.00
U-4769-6286 Botts, Lyle 02/07/2002 REINSTATEMENT PER CAPITA - SCHED 1 JBROWNE DB 38.00
U-5771-0920 Browning, Casper 02/07/2002 REINSTATEMENT PER CAPITA - SCHED 1 JBROWNE DB 34.00
U-4369-6371 Buettner, L E 02/07/2002 TRANSFER PER CAPITA - SCHED 1 JBROWNE DB 3.00
U-4369-6371 Buettner, L E 02/07/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 364.30
U-7766-9843 Borden, J. D. 02/08/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 23.90
U-8770-9955 Cooler, Ralph A 02/08/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 23.90
U-4369-6371 Buettner, L E 02/21/2002 TRANSFER PER CAPITA - SCHED 1 JBROWNE CR - 3.00
U-7769-5321 Bridges, Carl P. 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 14.95
U-1770-1433 Clemens, William J 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE DB 14.95
U-1770-1433 Clemens, William J 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 14.95
U-3689-5042 Stevens, Teddy J 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 14.95
U-3689-5042 Stevens, Teddy J 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE DB 14.95
U-1771-0277 Carter, Basil 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 2.85
U-1771-0277 Carter, Basil 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE DB 2.85
U-7769-5321 Bridges, Carl P. 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE DB 14.95
U-6770-3845 Coons, Wayne 02/22/2002 TRANSFER PER CAPITA - SCHED 1 JBROWNE CR - 8.95
U-2500-3002 Brown, Philip R 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 4.95
U-8771-5745 Cross, Ben 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE CR - 9.90
U-2500-3002 Brown, Philip R 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE DB 4.95
U-8771-5745 Cross, Ben 02/22/2002 BACKDATED CLASS CHANGE TAX - SCHED 1 JBROWNE DB 9.90
==========
Net Total of Activity Transactions - 165.05
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