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A list of craft codes is displayed, and you are asked for the codes to be included in this mass charge.
+---------------------Select Craft Codes---------------------+ | all | |------------------------------------------------------------| | CARPENTER Carpenter | | DIVER Diver | | FEDGOV Federal Government | | INDUSTRIAL Non-construction under industrial agreement | | LATHER Lather | | LOCALGOV Local Government | | MILLWRIGHT Millwright | | PILEDRIVER Piledriver | | RESFLOOR Resilient Floorlayer | | STATEGOV State Government | +------------------------------------------------------------+ |
You can select one, several or all craft codes.
Select "all" to include all craft codes, or select the specific codes you want to include.
Your selections are displayed in the top portion of the screen.
You are asked for the dues code selection.
+------------------------Dues Code-------------------------+ | all | |----------------------------------------------------------| | CTR_APP1 counter dues - apprentice 1 $20.00 | | CTR_APP2 Counter dues - apprentice 2 $20.00 | | CTR_APP3 Counter dues - apprentice 3 $20.00 | | CTR_APP4 Counter dues - apprentice 4 $0.00 | | CTR_JOUR Counter dues - journeyman $26.00 | | CTR_LIFE Counter dues - life member $5.00 | | CTR_PREAPP Counter dues - pre-apprentice $0.00 | | CTR_RET Counter dues - retired $15.00 | +----------------------------------------------------------+ |
Select "all" to include all members regardless of their dues code.
Select one of the dues codes from the menu, to include only members who have that dues code.
You are asked for the skill code selection.
+----------------------Skill Code-----------------------+ | all | |-------------------------------------------------------| | CABINETS Cabinet work | | COM CARP Commercial carpenter | | DOORFRAM Door framing | | DRYWALL Drywall hanger | | FIN EXT Finisher - exterior | | FIN INT Finisher - interior | | FORMS Wooden forms setup | | FRAMER Framer | +-------------------------------------------------------+ |
Select "all" to include all members regardless of their skill codes.
Select one of the skill codes from the menu, to include only members who have that skill code.
You are asked for the employer ID.
Employer? ALL_______________________________________________
Enter "ALL" if you want to select all employers
|
Enter "all" to include all members regardless of their employer ID.
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 2 Matching Employers) ----------------+ | | | Aff ID Employer ID Employer Name | | UBC01444 JONES & SONS Ed Jones & Sons Construction | | UBC01444 JOHNSON Donald R. Johnson Construction | +----------------------------------------------------------------------------+ |
You are asked if this charge is going to be for meeting non-attendance.
+Charge for not Attending Meeting+ | Yes | | No | +--------------------------------+ |
Select "Yes" if this is going to be a charge for meeting non-attendance.
Select "No" if this is NOT going to be a meeting charge.
If "Yes", you will be asked for a meeting date.
If you selected "Yes" at the "Charge for not Attending Meeting" prompt, you are asked for the meeting date that you want to charge members for not attending.
Meeting Date (MMDDYYYY)? ________ |
Enter a meeting date in MMDDYYYY format.
The meeting date must be today or a past date.
The meeting date is used as part of the default text for the "Note/Reason" prompt. For example:
Note/Reason? Non-Attendance Meeting - 06-Oct-1999____ |
After you enter a meeting date, you will be asked for the finance code that is to be used to charge the members. The meeting charge must have already been set up in the affiliate finance codes file (see Chapter 121, FINMAINT - Finance Code Maintenance).
A list of finance codes is displayed, and you are asked to select the item that you want to charge to the active or selected members.
+--------------Finance Code---------------+ | Arrears Letter 1 4.00 | | Arrears Letter 2 2.50 | | Carpenter books 0.00 | | Member chg for new book 0.35 | | Charity donation 0.25 | | Council miscellaneous 0.00 | | Council postage 0.00 | | Council - Supplies 0.00 | | Initiation fees 0.00 | | Dues statement ltr charge 0.50 | | Meeting non-attendance 5.00 | | Returned Check 10.00 | | NSA check letter 5.00 | | Work permit 8.00 | | Postage 0.00 | | Re-instatement fee 75.00 | | Re-instatement Fee 0.00 | | Misc supplies 0.00 | +-----------------------------------------+ |
Select the item that you want to charge to the members.
After you select one of the finance codes, the system finds the number of members who will be charged, calculates the total of all the amounts that will be charged, and displays the information on the screen. For example:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID: UBC01444 -- Tucson Local
Status : All
Branch ID : all branches
Class : MEMBER
Craft : All
Dues Code : all dues codes
Skill Code : all skill codes
Employer ID : JOHNSON -- Donald R. Johnson Construction
Meeting Chrg:
Meeting Date:
Finance Code: CHARITY -- Charity donation
Note :
+Continue Charging+
| Yes | 10 members will be charged $0.25 each.
| No | Total charge = $2.50
+-----------------+
<ESC>=Exit Mass Charges Entry <F2>=Back <F1>=Help
|
After you review the displayed member count and amount data, you can determine if you want to continue or not.
You are asked if you want to continue.
+Continue Charging+ | Yes | | No | +-----------------+ |
Select "Yes" if you want to continue with the mass charges procedure.
Select "No" to return to the finance code prompt.
Press <ESC> to abort this procedure.
You are asked if you want to enter a note or reason for the charge.
Note/Reason? ________________________________________ |
If you do NOT want to enter a note/reason, press [Enter] to skip this prompt.
Otherwise, enter a note or reason for the charge.
Note: If this is a charge for meeting non-attendance, a default note is displayed. For example:
Note/Reason? Non-Attendance Meeting - 06-Oct-1999____ |
If a note/reason is entered, it is part of the charge transaction information that is posted for each member.
You are asked if you actually want to proceed with charging the members.
+Continue and Post the Charge+
| Yes |
| No |
+----------------------------+
Continuing from Here Will Cause Charges
To Be Automatically Posted to the Selected Members
|
Select "Yes" to proceed with posting this charge to the members.
Select "No" to return to the note/reason prompt.
Press <ESC> to abort this procedure.
If "Yes" charge transactions are automatically created and posted to the selected members.
The REMIT - Employer Dues Remittance Entry menu option is used by affiliates to enter dues remittances that have been sent in by employers/contractors. This entry option can be used for entering work assessment dues (i.e. checkoff dues), and/or monthly counter dues. Some employers also deduct the member's monthly counter dues from their salaries, and remit both dues for the member.
Entry can be done by employer or by member name/ID.
The remittance entries are written to a temporary work file so that they can be reviewed before they are posted. Entries can be changed and/or deleted before posting.
+-----------Other Charges / Remittances------------+
| MASSDUES Mass Monthly Dues Entry |
| MASSCHARGE Mass Charges Entry |
| REMIT Employer Dues Remittance Entry |
| PRINTRCPT Print Receipts |
| WORKCARD Print Work Cards |
| |
| Other Financial Transactions |
| OTHERFIN Other Financial Entries |
| WRKPERMIT Traveler Set-up |
| |
| Financial Inquiry |
| EMPDUES Employer Dues Remit Inquiry |
+--------------------------------------------------+
|
This chapter describes how to enter employer work assessment and counter dues remittances.
78.1 Employer Dues Remittance Entry Screen
After you select the REMIT menu option, the employer dues remittance
entry screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
+--------------- Option ---------------+
| ENTER Employer Remittance |
| CHANGE Unposted Entries |
| DELETE Unposted Entries |
| REVIEW Unposted Entries |
| POST All Unposted Entries |
| Print RECEIPTS for Posted Entries |
| Print Auto-Remit EXCEPTIONS |
+--------------------------------------+
<ESC>=Exit Employer Dues Remittance Entry <F2>=Back <F1>=Help
|
You are asked for the employer dues remittance option that you want to perform.
+--------------- Option ---------------+ | ENTER Employer Remittance | | CHANGE Unposted Entries | | DELETE Unposted Entries | | REVIEW Unposted Entries | | POST All Unposted Entries | | Print RECEIPTS for Posted Entries | | Print Auto-Remit EXCEPTIONS | +--------------------------------------+ |
The options are:
| ENTER Employer Remittance | enter employer/contractor checkoff and counter dues payments | |
| CHANGE Unposted Entries | change dues payment entries that have not yet been posted | |
| DELETE Unposted Entries | delete dues payment entries that have not yet been posted | |
| REVIEW Unposted Entries | review dues payment entries that have not yet been posted | |
| POST All Unposted Entries | post the dues payment entries that have not yet been posted | |
| Print RECEIPTS for Posted Entries | create and print receipts for posted dues payments if they were requested |
Note: If your local does auto remittances, the following option is also displayed:
| Print Auto-Remit EXCEPTIONS | print remittance exception reports; an exception report is created if there are problems with entries that are auto-remitted |
78.2 Entering Employer Remittances
Select the "ENTER Employer Remittance" menu option to enter employer
dues remittance data.
+--------------- Option ---------------+ | ENTER Employer Remittance | | CHANGE Unposted Entries | | DELETE Unposted Entries | | REVIEW Unposted Entries | | POST All Unposted Entries | | Print RECEIPTS for Posted Entries | | Print Auto-Remit EXCEPTIONS | +--------------------------------------+ |
After you select "ENTER Employer Remittance", the following screen is displayed:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Remittance Type :
Day Book : Create Receipts:
Deposit/Day Bk Date: Selection Method:
Employer :
Remittance Check# :
Checkoff Type: Number of Months:
1) 2) 3)
4) 5) 6)
+----------------------------Remittance Type----------------------------+
| Working/Checkoff + Monthly Dues: presented in remit order |
| Monthly Dues: Enter Amount, by Member, presented in remit order |
| Monthly Dues: Summary Entry One Amount for All Members at Employer |
| Monthly Dues: Enter Amount by Member, presented in dues code order |
+-----------------------------------------------------------------------+
<ESC>=Exit Employer Dues Remittance Entry <F2>=Back <F1>=Help
|
You are asked for the type of employer remittance that you want to enter.
+----------------------------Remittance Type----------------------------+ | Working/Checkoff + Monthly Dues: presented in remit order | | Monthly Dues: Enter Amount, by Member, presented in remit order | | Monthly Dues: Summary Entry One Amount for All Members at Employer | | Monthly Dues: Enter Amount by Member, presented in dues code order | +-----------------------------------------------------------------------+ |
The remittance types are:
| Working/Checkoff + Monthly Dues | this allows you to enter checkoff dues, and optionally, monthly counter dues | |
| Monthly Dues; Flat Amount, by Member | this is ONLY for employer remitted monthly counter dues; each member is presented, and you enter the amount of monthly counter dues remitted; the members do NOT have dues codes assigned | |
| Monthly Dues; Auto Same Amount All | this allows you to enter a specific monthly counter dues amount; monthly counter dues records are created for all members who are flagged as working for the named employer; all the records will contain the same specified monthly counter dues amount | |
| Monthly Dues; by Dues Code | this is ONLY for employer remitted monthly counter dues; each member is presented, and you enter the amount of monthly counter dues remitted; the members DO have dues codes assigned, and the rates are used in calculating the amount owed and the dues paid thru date |
Select one of the remittance types.
If you are NOT a local user, you are asked which day book the payment should be posted to:
+------Post Payments to------+ | Member's Local Day Book | | Council Day Book | +----------------------------+ |
Select "Member's Local Day Book" to record the payment transactions in the day book of the local the member belongs to.
Select "Council Day Book" to record the payment transactions in the council's day book.
You are asked for the deposit date to use in the day book.
Deposit/Day Book date (MMDDYYYY)? 11081998 |
The day book deposit date must be a valid date not greater than today. It can be a date up to 6 months ago. This allows for the day book to reflect the correct deposit date for those affiliates who have employers that direct deposit remittances.
Note: You may need to rerun the day book for the deposit date, after posting the remittance entries/transactions.
You are asked if you want receipts created for the remittance entries.
+Will Receipts Be Wanted+ | Yes | | No | +-----------------------+ |
Select "Yes" if you DO want receipts created for the entered transactions.
Select "No" if you do NOT want any receipts.
You are asked for the employer ID or short name.
Employer? __________________________________________________ |
Enter one or more characters of the employer ID/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. | +----------------------------------------------------------------------------+ |
You are asked for the check number of this employer's remittance.
Remittance check number? ____________________ |
You can enter a check number or not. This is not required.
Note: This prompt is not asked if the dues remittance type is "Monthly Dues; Auto Same Amount All".
You are asked which method you want to use for selecting members for this employer.
+Member Selection Method+ | Employer | | Member | +-----------------------+ |
Select "Employer" if you want the system to automatically display members for the employer. The members will be presented in the remittance order that was set up for this employer (i.e. member name, member ID, employee/clock number). If the members have dues codes, they will be presented first in the dues code order and then by the remittance order. Members will only be presented if:
they are in your local (or council for council users)
they are currently active status (good standing, arrears, transfer)
the member has been flagged with this employer ID
the member does not have a "Retired" classification
Select "Member" if you want to enter individual member names/IDs. The system will look for the member in your local or council. If the member is not found, the system displays a message that the member was not found and that the money should be entered as Other Financial Transaction (because you can not affect the dues paid thru date of a member outside your jurisdiction). If the member is found, but is not flagged with this employer ID, a message is displayed. If the member does not have an "active" status, a message showing the current status is displayed. In both cases, you will be asked if you want to continue with the entry for this member.
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