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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 PERMITSINQ - Traveler Inquiry menu option is used to inquire and report on travelers.
You can inquire on travelers issued by your local/affiliate, or on your members who hold travel cards at other locals/affiliates. You can also inquire on travel cards held by a single member.
You select which travelers you want to inquire on, and the time period.
This chapter explains how to inquire/report on travelers.
63.1 Traveler Inquiry Input Screen
After PERMITSINQ is selected from the menu, the traveler inquiry input
screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID : UBC01444 -- Tucson Local
Member ID/Name :
Selected Travelers :
Issued Starting Date :
Issued Ending Date :
Current Travelers Only:
Sort Order :
Member name or ID? ALL_________________________________________________________
<ESC>=Exit Travelers Inquiry <F2>=Back <F1>=Help
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63.2 Prompts and Responses
The following sections describe the prompts displayed when you do a
traveler inquiry/report.
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. After the affiliate ID is entered, the affiliate name is displayed.
You can inquire/report on travel cards held by a single member, or on all members who hold travel cards.
You are asked for the member name or member ID.
Member name or ID? ALL_________________________________________________________ |
Enter "ALL" to include all travel card holders.
Enter a member name or member ID.
Note: If you enter a member name or ID, the next prompt is "sort order", the other prompts are skipped.
You are asked which travelers that you want to inquire/report on.
+---------------Select Travelers----------------+ | Travelers At Your Affiliate | | Your Members Traveling at other Affiliates | +-----------------------------------------------+ |
Select "Travelers At Your Affiliate" to inquire/report on members of other locals/affiliates who hold travel cards at your local/affiliate.
Select "Your Members Traveling at other Affiliates" to inquire/report on your members who hold travel cards at other locals/affiliates.
You specify the time period you want to report on. For example, you might want to inquire on travel cards issued during the period 09/01/1998 through 09/30/1998.
First, you are asked for the start date of the time period you want to report on.
Start date (MMDDYYYY)? FIRST___
Enter FIRST to start at the beginning of the records
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Enter "FIRST" to start with the oldest issue date.
Enter a start date in the format of MMDDYYYY. This includes travel cards issued the same date you enter, or having a date after the entered date.
After you enter the start date, you are asked for the time period end date.
End date (MMDDYYYY)? LAST____
Enter LAST to read to the end of the records
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Enter "LAST" to include the most current travelers.
Enter an end date in the format of MMDDYYYY. This includes travel cards issued on the start date through the end date you enter.
You are asked if you want to include only those travelers that are current.
+Current Travelers Only+ | Yes | | No | +----------------------+ |
Select "Yes" to include only current travelers.
Select "No" to include all travelers.
You are asked how you want the inquiry/report data sorted.
+-------Sort Order-------+ | Member Last Name | | Member ID | | Traveler Start Date | | Traveler End Date | +------------------------+ |
Select the appropriate menu option.
You are asked if you want to proceed with the traveler inquiry/report.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the inquiry/report.
Select "No" to return to the sort order prompt.
Press <ESC> to abort this inquiry/report procedure.
If "Yes", the traveler inquiry/report is generated.
63.3 Sample Reports
The following is an example of an inquiry on travel cards issued by
your local/affiliate:
11-Apr-2006 United Brotherhood of Carpenters and Joiners of America Page 1
Travelers for UBC01444 - Tucson Eastside
Travelers at your Affiliate
Member Member Member Dues Paid Travel Travel Travel
Name ID of Aff Thru Date at Aff Start Dt End Dt
-------------------- ----------- -------- ---------- -------- ---------- ------
Batts, Barney U-5431-1850 UBC01111 02/28/2006 UBC01444 03/14/2006 Never
Bauer, Tom U-6431-2011 UBC01111 11/30/2005 UBC01444 03/31/2006 Never
Chairback, Sam U-5933-6839 UBC01111 02/28/2006 UBC01444 03/14/2006 Never
Deaver, Lance U-8769-5482 UBC01111 04/30/2002 UBC01444 03/14/2006 Never
Simmons, Jack T U-1806-7747 UBC02086 UBC01444 03/29/2006 Never
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The following is an example of an inquiry on your members who hold travel cards issued by other locals/affiliates:
11-Apr-2006 United Brotherhood of Carpenters and Joiners of America Page 1
Travelers for UBC01444 - Tucson Eastside
Your Members Traveling at other Affiliates
Member Member Member Dues Paid Travel Travel Travel
Name ID of Aff Thru Date at Aff Start Dt End Dt
-------------------- ----------- -------- ---------- -------- ---------- ------
Board Sr, Carl L U-1933-0245 UBC01444 02/28/2006 UBC01111 04/10/2006 Never
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The PRINTOBLIFORM - Reprint Obligation Form menu option is used by affiliates to reprint member obligation forms.
+------------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 |
+--------------------------------------------------+
|
This chapter describes how to reprint obligation forms.
64.1 Reprint Obligation Form Input Screen
After you select PRINTOBLIFORM from the menu, the reprint obligation
form input screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID: UBC01444 -- Tucson Local
Member ID :
Member name or ID? ____________________________________________________________
<ESC>=Exit Reprint Obligation Form <F2>=Back <F1>=Help
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64.2 Reprint Obligation Form Prompts
The following sections describe each of the reprint obligation form
input prompts.
You are asked for the member name or member ID.
Member name or ID? ____________________________________________________________ |
Enter the member's name or ID.
After a member name or ID is entered, the member's ID and name are displayed.
You are asked if you want to proceed with reprinting an obligation form for this member.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to create the obligation form.
Select "No" to go back to the member name/ID prompt.
Press <ESC> to abort this procedure and return to the menu.
If "Yes", the obligation form is created, and it can be printed.
The following is an example of part of an obligation form:
United Brotherhood of Carpenters and Joiners of America
Affiliate : UBC01444 -- Tucson Local
Appl. Name : Bridges, Carl P.
Member ID : U-7769-5321
Address : 22944 E. Speedway
City : Tucson State/Prov: AZ Zip/Postal: 85709
Birthdate : 06/06/1954 Phone Num: (520) 555-2944
Gender : M
Initiation : 09/15/2000 Classification: Member - Regular
Tax Sched : 001 Craft: Carpenter
Prior Local:
Init Fee : $225.00 Dues Paid Through: 12/31/2002
OBLIGATION
I do, of my own free will and accord, .....
________________________________ ______________________
signature of applicant date
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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 |
+--------------------------------------------------+
|
The EMPBILL - Employer Billing for Dues menu option is used by affiliates to send "bills" to employers for dues owed by members who are 100% employer dues remit.
Employers can only be billed for members who have dues codes, or where the affiliate enters one monthly dues amount that is due for all members. If a member does have a dues code assigned, the dues code rate is always used for calculating dues owed.
The user is asked for the month that the billing is being run for. The month can be a forward date. The billing shows dues that are owed through the billing month.
This chapter explains how to create employer billings.
65.1 Employer Billing Input Screen
After EMPBILL is selected from the menu, the employer billing input
screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID : UBC01444 -- Tucson Local
Employer ID :
Bill for Month:
Bill by :
Sort by :
Employer? __________________________________________________
<ESC>=Exit Employer Billing <F2>=Back <F1>=Help
|
65.2 Prompts and Responses
The following sections describe the prompts displayed when you create
employer billings.
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.
You are asked for the employer/contractor that you want to bill.
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. | +----------------------------------------------------------------------------+ |
Only a single employer can be selected for billing.
You are asked for the month you want to create the billing for.
"Bill for" month (MMYYYY)? ______ |
The billing month can be a past, current or future month.
Enter the billing month in the format of MMYYYY. For example: 121998
You are asked if you want to bill by dues code or flat amount.
+----Bill by-----+ | Dues Code | | Flat Amount | +----------------+ |
Select the appropriate option from the menu.
If you select "Flat Amount", you will be asked for the flat amount.
If you are billing by flat amount, you are asked for the amount that is to be billed for each member.
Flat amount per member? _________ |
Enter the dollar amount of monthly dues that is to be billed for each member.
Note: If the member has a dues code assigned, that dues rate will be used instead of the entered flat amount.
You are asked how you want to sort the billing data.
+---------Sort by----------+ | Member Last Name | | Member ID | | Employee/Clock Number | +--------------------------+ |
Select one of the sort options from the menu.
You are asked if you want to proceed with creating the employer billing.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the employer billing.
Select "No" to return to the sort selection prompt.
Press <ESC> to abort this billing procedure.
If "Yes", the employer billing for dues is generated.
The following is an example of an employer billing:
Local 01444 -- Tucson Local
123 N. Wilmot
Tucson, AZ 85712
Phone: (520) 555-6567
Skyline Construction - Tucson
9289 River Road
Tucson, AZ 85730
11/30/2002 Page 1
Check List For Union Dues & Initiation Fee Deductions For Employees of:
Skyline Construction - Tucson
Phone: (520) 555-2909 Fax: (520) 555-2911
1) Please add new employees, including SSN and date of hire.
2) Indicate reason for not paying on current employees:
T = Terminated; L = Laid Off; V = Vacation; S = Sick; D = Disability
Dues Remittance Owed for 11/2002
Member Name Class SSN/SIN Employee # Dues Group Dues Amt Owed
------------------- ---------- ----------- ---------- ---------- ----- --------
Allen, Tom MEMBER 444-44-4406 CAR-121212 CTR_JOUR 10/02 25.00
11/02 25.00
--------
50.00
Locks, George MEMBER 444-99-4446 SKY-1001 CTR_JOUR 06/02 25.00
07/02 25.00
08/02 25.00
09/02 25.00
10/02 25.00
11/02 25.00
--------
150.00
Shock, James MEMBER 999-01-6822 SKY-1444 CTR_JOUR 09/02 25.00
10/02 25.00
11/02 25.00
--------
75.00
--------
Total Owed: 275.00
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