Delete Transaction Y/N

After the transaction data is displayed, you are asked if you actually want to delete this record.

+Delete Transaction+ | Yes | | No | +------------------+

Select "Yes" to delete this transaction record.

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

Press <ESC> to abort this transaction delete.

If "Yes", this transaction record is deleted.

81.5 Listing 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 "List Other Financial Transactions" 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 list transaction records for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

Include Which Transactions

You are asked which transactions that you want to list.

+LIS: Transaction type+ | all | |---------------------| | Receipts | | Disbursements | +---------------------+

Select "all" to include all transactions.

Select "Receipts" to include only receipt transactions.

Select "Disbursements" to include only disbursement transactions.

Date Range

You specify the start and end transaction dates, of the time period that you want to list transactions for. For example, you might want to list transactions that were entered 10-1-2000 thru 10-31-2000.

First, you are asked for the beginning date of the date range.

Transactions starting date (MMDDYYYY)? FIRST___ Enter FIRST to include earliest records

Enter "FIRST" to start with the oldest date.

Enter a start date in MMDDYYYY format.

Next, you are asked for the ending date of the date range.

Transactions ending date (MMDDYYYY)? LAST____ Enter LAST to include latest records

Enter "LAST" to end with the most current date.

Enter an end date in MMDDYYYY format.

Proceed

You are asked if you want to proceed with creating the other financial transactions listing.

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

Select "Yes" to generate the report listing.

Select "No" or press <ESC> to return to the other transaction maintenance options menu.

If "Yes", the other financial transactions listing is generated.

Transaction Listing Example

The following is an example of a transaction listing:

25-Oct-2000 United Brotherhood of Carpenters and Joiners of America Page 1 Other Financial Transactions UBC01444 -- Tucson Local Aff ID Tran Type Tran Date Fin Code Amount Check # Received From User ------ ---------- ---------- ---------- --------- ------- -------------- ------ 01444 RECEIPT 10/24/2000 JACKET 27.50 2407 Rocky Stone TJONES Jacket sale. 01444 RECEIPT 10/24/2000 JACKET 27.50 3306 Sandy Cook TJONES Jacket sale. 01444 RECEIPT 10/24/2000 SUPPLIES 5.25 Jack Brown TJONES Paper supplies sale. 01444 DISBURSE 10/24/2000 COUN-SUPP 112.35 AB-1005 TJONES Purchased paper supplies from Council. 01444 RECEIPT 10/24/2000 SUPPLIES 5.50 Jake Sims TJONES Member purchaed misc paper supplies.

81.6 Print or Reprint Receipts

+----------------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 "Print or Re-Print Receipt" option, if you are NOT a "local" affiliate user, you are asked for the affiliate ID. This is the affiliate ID of the local that you want to print or reprint receipts for. If you ARE a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.

Select Transaction

A list of the RECEIPT transactions is displayed, and you are asked which transaction that you want to print a receipt for.

+---------------------------REC: 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 Jacket sale. | | 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 | +------------------------------------------------------------------------------+

After you select an item from the menu, information about that transaction is displayed. For example:

Affiliate : UBC01444 -- Tucson Local Tran Type : RECEIPT Finance Code: JACKET -- Jackets, patches Amount : 27.50 Receivd From: Sandy Cook Check Number: 3306 Tran Note : Jacket sale. Tran Date : 10/24/2000 Sequence : 2

Print Receipt

You are asked if you want to print a receipt for this transaction.

+Print Receipt+ | Yes | | No | +-------------+

Select "Yes" if you do want to print a receipt.

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

If "Yes", a receipt is created and can be 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 : Sandy Cook Check Number : 3306 Note/Info : Jacket sale. Posted By : TJONES

The WRKPERMIT - Traveler Set-up menu option is used to issue traveler cards to members of other locals/affiliates so they can work in your local/affiliate.

In order for a member to get a traveler card, they must be in goodstanding.

+-----------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 issue traveler cards.

82.1 Traveler Set-up Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member ID : Paid Thru: Classification : Status: Home Affiliate : Travel Affiliate : Contact Phone # : Member ID? ______________________________________________________________ <ESC>=Exit Traveler Entry <F2>=Back <F1>=Help

82.2 Prompts and Responses

Member Name/Member ID

You are asked for the member name or member ID.

Note: The member must be in goodstanding.

Member ID? ______________________________________________________________

Enter the member's name or ID.

After the member name or ID is entered, the member's affiliate information and dues information is displayed at the top of the screen. For example:

Member ID : U-5431-1850 Batts, Barney Paid Thru: 02/28/2006 Classification : MEMBER Status: GOODSTANDG Home Affiliate : UBC01111 Pala Mesa Valley

Travel Affiliate

If you are a local affiliate user, a list of locals/affiliates you can access is displayed, and you are asked which local/affiliate this traveler card is being issued for. You can then select the appropriate local/affiliate from the menu.

+--------------Travel Affiliate---------------+ | UBC01444 Tucson Local | | UBC01445 Bisbee Local | | UBC01449 South Tucson Local | | UBC01448 Benson Local | +---------------------------------------------+

If you are a council user, you are asked for the affiliate that is going to issue the traveler card.

Travel Affiliate ID? ________

Enter the appropriate local/affiliate ID.

Existing Traveler Information

If current traveler information exists for this member, you are asked if you want to delete/reverse the current traveler information, or continue adding this new traveler information.

+-------------------------------+ | Delete Current Travel Info | | Add Another Travel Record | +-------------------------------+ This member has current Travel information for this affiliate expiring Never

Select "Delete Current Travel Info" to delete the current existing traveler information.

Select "Add Another Travel Record" to continue adding this new traveler information.

If you elect to delete the current existing traveler information, you are asked if you are sure that you want to delete the information.

+Sure Delete this Travel Info+ | Yes | | No | +----------------------------+

Select "Yes" to delete the current traveler information.

Select "No" to save the current information.

If "Yes" the current existing traveler information is deleted, and you can continue entering data for the new traveler card.

Phone Number for Referral

You are asked for the member's phone number that is to be used for job referrals.

Phone# for referral? __________

Press [Enter] to accept the default phone number if there is one and it is correct.

Enter the member's telephone number.

Do not enter dashes, spaces, etc.

Issue Traveler Card

You are asked if you want to issue the traveler card.

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Member ID : U-5431-1850 Batts, Barney Paid Thru: 02/28/2006 Classification : MEMBER Status: GOODSTANDG Home Affiliate : UBC01111 Pala Mesa Valley Travel Affiliate : UBC01444 Tucson Local Contact Phone # : (760) 555-8171 +Traveler Info OK+ | Yes | | No | +----------------+

Select "Yes" to issue the traveler card.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the traveler card is issued.

Example of a Traveler Card

The following is an example of a traveler card:

TRAVELER Rcpt#: 10002889 Date: 03/29/2006 Classification : APPRENTIC5 Member ID : U-6431-2011 Member Local : 1111 Tom Bauer Tom Bauer 22888 Lilac 22888 Lilac Valley Center, CA 92082 Valley Center, CA 92082

Next Action

After the traveler card is issued, a bar menu is displayed and you are asked what you want to do next.

+------------------------------------------------------------------------------+ | Next Member Assign Skill Codes Exit | +------------------------------------------------------------------------------+ Traveler Entered -- Receipt# 10002889

The options are:

	Next Member	return to member name/ID prompt to enter next member
	Assign Skill Codes	assign skill codes to this member
	Exit	exit this traveler entry procedure

Select one of the options.

+-----------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 EMPDUES - Employer Dues Remit Inquiry menu option is used to inquire and report on checkoff and counter dues remittances sent in by employers. The inquiry/report data includes remittances that have been entered and posted.

You determine what data to include on the inquiry/report by specifying various criteria. The selection criteria includes:

selecting one, several or all employers
selecting one member or all members
specifying a date range

You can optionally print employee/clock numbers and dues codes.

You can also select how to sort the inquiry data.

This chapter explains how to create employer dues remittance inquiries/reports.

Select the EMPDUES menu item to create employer dues remittance inquiries.

83.1 Employer Dues Remittance Inquiry Input Screen

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Employer : Member : Date Entered Start Date : Date Entered End Date : Print Employee/Clock Nbr: Print Member Dues Code : Sort Members by : Contractor? __________________________________________________ Enter "ALL" if you want to select all contractors <ESC>=Exit Employer Dues Remit Inquiry <F2>=Back <F1>=Help

83.2 Prompts and Responses

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 option and make a change, continuously press <F2> until you are at the prompt you want to change.

Contractor/Employer IDs

You are asked for the contractor/employer IDs you want to include on the inquiry. You can include one, several or all contractors/employers.

Contractor? __________________________________________________ Enter "ALL" if you want to select all contractors

Enter "ALL" to include all contractor/employer IDs.

Enter a contractor/employer ID. You can enter one or more characters of the contractor/employer ID or short name. If more than one contractor ID begins with the entered characters, a menu of contractors is displayed. You can then select a contractor from the list. For example:

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

You can inquiry on more than one contractor/employer ID.

You are asked if you want to enter additional IDs.

+--------Select Employer--------+ | Accept current selection | | Reset | |-------------------------------| | Select Additional Employer | |-------------------------------| | Remove Employer [>| +-------------------------------+

Select "Accept current selection" if you are finished entering employers/contractors.

Select "Reset" to start over with selecting employers/contractors.

Select "Select Additional Employer" if you want to enter another contractor/employer ID.

Select "Remove Employer" if you want to remove any of the already selected contractors/employers.