United Brotherhood of Carpenters
and Joiners of America
Affiliate User's Guide
Previous Contents Index

Chapter 80
WORKCARD - Print Work Cards

 



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

The WORKCARD - Print Work Cards menu option is used to print work cards.

A work card looks like a receipt except that it shows no payment information.

This chapter explains how to print work cards.

Select the WORKCARD menu item to print work cards.

Note
If you need to re-issue a copy of a traveler card for a traveler, you can use this menu option to print work cards for travelers in your local.

80.1 Print Work Cards Input Screen

When the WORKCARD menu option is selected, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID: UBC01444 -- Tucson Local 
 
Receipt Type: PLAINCARD 
 
For Member  : 
 
 
 
 
 
 
 
 
 
Member name or ID? ____________________________________________________________ 
 
 
<ESC>=Exit                       Print Work Card             <F2>=Back <F1>=Help

80.2 Prompts and Responses

The following sections describe the prompts displayed when you print work cards.

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.

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 enter the entire affiliate ID.

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

Receipt Type

The receipt/work card type/format that the affiliate uses, is displayed on the screen. For example: 



 Affiliate ID: UBC01444 -- Tucson Local 
 
 Receipt Type: PLAINCARD

Member Name/Member ID

You are asked for the member name or member ID. 



 Member ID? ______________________________________________________________

Enter the member's name or ID.

Proceed

You are asked if you want to proceed with creating the work card. 



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

Select "Yes" to proceed with the work card procedure.

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

Press <ESC> to abort this work card procedure.

If "Yes", the work card is created and can be printed.

Work Card Example

The following is an example of a work card in the PLAINCARD format: 


                                         This is your receipt and work card. 
                                         Please detach and place in your wallet. 
 
UNITED BROTHERHOOD OF CARPENTERS                     Work Card 
AND JOINERS OF AMERICA                   United Brotherhood of Carpenters and 
LOCAL UNION 1444                         Joiners of America Local 1444 
123 N. Wilmot 
Tucson, AZ 85712                         Rcpt#:           Date: 
520-555-6567                             Amount Paid          : 
                                         Paid Through Date    : 05/31/1999 
OFFICIAL RECEIPT AND DUES CARD           Classification       : MEMBER 
                                         Member ID            : U-5690-1153 
 
                                         Casey Cork 
         Casey Cork                      546 W. Speedway 
         546 W. Speedway                 Tucson, AZ 85712 
         Tucson, AZ 85712

Chapter 81
OTHERFIN - Other Financial Entries

The OTHERFIN menu option is used to enter financial transactions that are NOT member related charges and payments. For example, an affiliate might receive checks from the council, and/or bill the council for performing a service.

This menu option allows you enter and maintain other receipt and disbursement transactions. You can also print and reprint receipts. 



            +-----------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 explains how to add, change, delete, and list other affiliate transactions that are not member related.

81.1 Other Financial Entries Input Screen

After OTHERFIN is selected from the menu, the other financial entries input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
 
 
 
 
 
 
 
 +----------------Option-----------------+ 
 |  Add Other Financial Transaction      | 
 |  Change Other Financial Transaction   | 
 |  Delete Other Financial Transaction   | 
 |  List Other Financial Transactions    | 
 |  Print or Re-Print Receipt            | 
 +---------------------------------------+ 
 
<ESC>=Exit                   Other Aff Finance Maint         <F2>=Back <F1>=Help

Other Transaction Maintenance Options

After the other transactions input screen is displayed, you are asked for the maintenance option that you want to perform. 



   +----------------Option-----------------+ 
   |  Add Other Financial Transaction      | 
   |  Change Other Financial Transaction   | 
   |  Delete Other Financial Transaction   | 
   |  List Other Financial Transactions    | 
   |  Print or Re-Print Receipt            | 
   +---------------------------------------+

The other transactions maintenance options are:
  Add Other Financial Transaction add receipt and disbursement transaction records
  Change Other Financial Transaction change receipt and disbursement transaction records
  Delete Other Financial Transaction delete receipt and disbursement transaction records
  List Other Financial Transactions get a listing of the other affiliate transaction records
  Print or Re-Print Receipt print or reprint a receipt for a receipt transaction

Select the appropriate maintenance option.

81.2 Adding Other Financial Transaction Records



   +----------------Option-----------------+ 
   |  Add Other Financial Transaction      | 
   |  Change Other Financial Transaction   | 
   |  Delete Other Financial Transaction   | 
   |  List Other Financial Transactions    | 
   |  Print or Re-Print Receipt            | 
   +---------------------------------------+

After you select the "Add Other Financial Transaction" option, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate   : UBC01444 -- Tucson Local 
 
Tran Type   : 
Finance Code: 
Amount      : 
 
Receivd From: 
Pay Method  :                         Pay Method ID: 
Tran Note   : 
 
 
Tran Date   : 
Sequence    : 
 
 
 
 
 
 +ADD: Transaction type+ 
 |  Receipt            | 
 |  Disbursement       | 
 +---------------------+ 
 
<ESC>=Exit                   Other Aff Finance Maint         <F2>=Back <F1>=Help

The following sections describe the prompts displayed when a financial transaction record is added.

Affiliate ID

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

You are asked for the affiliate ID. 



 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.

Transaction Type

You are asked for the transaction type. 



   +ADD: Transaction type+ 
   |  Receipt            | 
   |  Disbursement       | 
   +---------------------+

Select one of the items from the transaction type menu.

Note: As you answer the prompts, your responses 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.

Finance Code

You are asked for the finance code this transaction is for. 



   +------------ADD: Finance Code-------------+ 
   |  COUN-MISC   Council miscellaneous       | 
   |  COUN-POST   Council postage             | 
   |  COUN-SUPP   Council - Supplies          | 
   |  JACKET      Jackets, patches            | 
   |  POSTAGE     Postage                     | 
   |  SUPPLIES    Misc supplies               | 
   +------------------------------------------+

Select the appropriate item from the finance code menu.

Transaction Amount

You are asked for the amount of the transaction. 



 ADD: Amount of transaction? _________

Enter the dollar amount of the transaction. If the amount is $15.00, you can enter: 15 or 15.00

Payment Received From

If you are entering a RECEIPT transaction, you are asked who the payment was received from. 



 ADD: Payment received from? ________________________________________

Enter some text information about who or where the payment came from.

You can enter up to 40 characters of text.

Payment Method

A menu of payment methods is displayed and you are asked for the payment method used with this transaction. 



   +----Payment Method-----+ 
   |  Cash                 | 
   |  Check                | 
   |  Credit Card          | 
   |  Electronic Payment   | 
   |  Fund                 | 
   |  Money Order          | 
   |  Other Pay Method     | 
   +-----------------------+

Select one of the payment methods from the menu.

Check Number, etc.

If the payment method is other than cash, you are asked for the payment method ID. For example, if the payment is by check, you are asked for the check number; if the payment is by credit card, you are asked for the credit card number; etc. 



 ADD: Check number? _______________

Enter the appropriate payment method ID.

Transaction Note

You are asked for the transaction note. This allows you to enter text information about this transaction. 



 ADD: Transaction note? ________________________________________________________ 
                        ________________________________________________________ 
                        ________________________________________________________

Enter transaction note text, or press [Enter] to skip this prompt if you do not want to enter any transaction notes.

If you enter note text, press [F12] when you have finished entering the text.

Transaction Date/Sequence Number

You are not asked for the transaction date or transaction sequence number. The process automatically sets today as the transaction date, and assigns the sequence number.

Post Transaction

You are asked if you want to post this transaction. 



   +Post Transaction+ 
   |  Yes           | 
   |  No            | 
   +----------------+

Select "Yes" to post the transaction.

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

Press <ESC> to abort this transaction entry.

If "Yes" the transaction record is created.

Print Receipt

You are asked if you want to print a receipt. 



   +Print Receipt+ 
   |  Yes        | 
   |  No         | 
   +-------------+ 
                                 Transaction Posted

Select "Yes" if you DO want to create and print a receipt.

Select "No" if you do NOT want a receipt.

If "Yes", a receipt is created and can be printed.

Note: You can NOT later change or delete a transaction if a receipt has been printed.

The following is an example of a receipt: 


   United Brotherhood of Carpenters and Joiners of America 
                      Local Union 01444 
                213 N. Wilmot Tucson, AZ 85712 
                        (520) 555-4443 
 
                       PAYMENT RECEIPT 
 
  Date           : 10/24/2000 
  Amount Received: $27.50 
  For            : Jackets, patches 
 
  Received From  : Rocky Stone 
  Check Number   : 2407 
 
  Note/Info      : Jacket sale. 
 
  Posted By      : TJONES

81.3 Changing Other Financial Transaction Records



   +----------------Option-----------------+ 
   |  Add Other Financial Transaction      | 
   |  Change Other Financial Transaction   | 
   |  Delete Other Financial Transaction   | 
   |  List Other Financial Transactions    | 
   |  Print or Re-Print Receipt            | 
   +---------------------------------------+

Affiliate ID

After you select the "Change Other Financial Transaction" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local you want to perform changes for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

Transaction Type to Change

You are asked for the transaction type that you want to change. 



   +CHA: Transaction type+ 
   |  Receipt            | 
   |  Disbursement       | 
   +---------------------+

Select the transaction type that you want to change from the menu.

After you select the transaction type, a menu of items for that transaction type is displayed. For example: 



Affiliate   : UBC01444 -- Tucson Local 
 
Tran Type   : RECEIPT 
Finance Code: 
Amount      : 
 
+---------------------------CHA: Transaction Record----------------------------+ 
|                                                                              | 
|  Tran Date  Fin Code       Amount Received From     Transaction Note         | 
|  ---------- ---------- ---------- ----------------- ----------------------   | 
|  10/24/2000 JACKET          27.50 Rocky Stone       Jacket sale.             | 
|  10/24/2000 JACKET          27.50 Sandy Cook        Hold check for now and   | 
|  10/24/2000 SUPPLIES         5.25 Jack Brown        Paper supplies sale.     | 
|  10/24/2000 SUPPLIES         5.50 Jake Sims         Member purchaed misc p   | 
|  10/12/2000 COUN-MISC      100.00 Council           Refund for supplies fr   | 
|  10/12/2000 COUN-SUPP       50.00 Council           Refund for supplies se   | 
+------------------------------------------------------------------------------+

Select the transaction item that you want to change.

After you make your selection, the data for that transaction is displayed. For example: 



 Affiliate   : UBC01444 -- Tucson Local 
 
 Tran Type   : RECEIPT 
 Finance Code: SUPPLIES -- Misc supplies 
 Amount      : 5.25 
 
 Receivd From: Jack Brown 
 Pay Method  : Check                   Pay Method ID: 654 
 Tran Note   : Paper supplies sale. 
 
 
 Tran Date   : 10/24/2000 
 Sequence    : 3

You can change any of the transaction information except for the transaction type, transaction date and sequence number.

If you want to change the transaction type, you will need to delete the current transaction record, and add a record with the new transaction type.

Change Transaction Y/N

After you have completed the changes to the transaction record, you are asked if you actually want to make the changes. 



   +Change Transaction+ 
   |  Yes             | 
   |  No              | 
   +------------------+

Select "Yes" to change this transaction record.

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

Press <ESC> to abort this transaction change.

If "Yes", this transaction record is changed.

81.4 Deleting Other Financial Transaction Records



   +----------------Option-----------------+ 
   |  Add Other Financial Transaction      | 
   |  Change Other Financial Transaction   | 
   |  Delete Other Financial Transaction   | 
   |  List Other Financial Transactions    | 
   |  Print or Re-Print Receipt            | 
   +---------------------------------------+

Affiliate ID

After you select the "Delete Other Financial Transaction" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local you want to delete records for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

Transaction Type to Delete

You are asked for the transaction type that you want to delete. 



   +DEL: Transaction type+ 
   |  Receipt            | 
   |  Disbursement       | 
   +---------------------+

Select the transaction type you want to delete from the menu.

After you select the transaction type, a menu of items for that transaction type is displayed. For example: 



Affiliate   : UBC01444 -- Tucson Local 
 
Tran Type   : RECEIPT 
Finance Code: 
Amount      : 
 
+---------------------------DEL: Transaction Record----------------------------+ 
|                                                                              | 
|  Tran Date  Fin Code       Amount Received From     Transaction Note         | 
|  ---------- ---------- ---------- ----------------- ----------------------   | 
|  10/24/2000 JACKET          27.50 Rocky Stone       Jacket sale.             | 
|  10/24/2000 JACKET          27.50 Sandy Cook        Hold check for now and   | 
|  10/24/2000 SUPPLIES         5.25 Jack Brown        Paper supplies sale.     | 
|  10/24/2000 SUPPLIES         5.50 Jake Sims         Member purchaed misc p   | 
|  10/12/2000 COUN-MISC      100.00 Council           Refund for supplies fr   | 
|  10/12/2000 COUN-SUPP       50.00 Council           Refund for supplies se   | 
+------------------------------------------------------------------------------+

Note: You can NOT delete RECEIPT transactions that have had receipts printed.

Select the transaction item that you want to delete.

After you make your selection, the data for that transaction is displayed. For example: 



 Affiliate   : UBC01444 -- Tucson Local 
 
 Tran Type   : RECEIPT 
 Finance Code: SUPPLIES -- Misc supplies 
 Amount      : 5.50 
 
 Receivd From: Jake Sims 
 Pay Method  : Check                   Pay Method ID: 654 
 Tran Note   : Member purchaed misc paper supplies. 
 
 
 Tran Date   : 10/24/2000 
 Sequence    : 5

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