The SELCTRCPT - Receipt Format Selection menu option is used by the affiliates to select the receipt/work card format they want to use.

+----------Setup & Maintenance Functions-----------+ | AFFMAINT Affiliate Maintenance | | SELCTRCPT Receipt Format Selection | | DUESMAINT Dues Code Maintenance | | FINMAINT Finance Code Maintenance | | STSUPDATE Maintain Status Update Flag | | CHECKOFFMAINT Checkoff Type Maintenance | | REFDISPATCHMN Referral/Dispatch Info Maint | | DROPUNABLE Drop Unable-to-Reach Setup | | APPRENLVL Apprentice Levels Maintenance | | APPRENTREFER Apprentice Referral Info Maint | | CUSTOMSKILL Custom Skill Type Maintenance | | SKILLMAINT Skill Code Maintenance | | WORKLISTMAINT Work List Code Maintenance | | AFFLETTERMN Affiliate Letter Maintenance | | AFFBRANCHMN Affiliate Branch Maintenance | | MBRBRANCH Assign Members to Branch | | EMPLOYER Add Employment Information | | HOLIDAY Affiliate Holiday Maintenance | | DATAREVIEW Mass Data Review and Update | | MASSAC Mass Area Code Change | | MASSDC Mass Change Member Dues Code | | MASSCRAFT Mass Change Member Craft | | AFFDFLTS Defaults Maintenance | | CRAFTMAINT Affiliate Crafts Maintenance | | PRINTER Set Up PC Printer Definitions | +--------------------------------------------------+

This chapter explains how to select a receipt format.

119.1 Receipt Format Selection Input Screen, Prompts

ULTRA United Brotherhood of Carpenters and Joiners of America (date) Tucson Local UBC01444 Affiliate ID: UBC01444 -- Tucson Eastside Receipt Type: LOGOCARD +---------------------------Select Receipt Type---------------------------+ | LOGOCARD Card w/ pre-printd logo - total paid w/ptd info | | LOGOCARD2 Card w/ pre-printd logo - total paid w/detail | | LOGOLASER Laser paper w/ pre-printd logo - total paid w/detail | | LSRPLAIN3 Laser card - total paid w/detail | | PLAINCARD Card - total paid w/ptd info | | PLAINCARD2 Card - total paid w/detail & duplicate card | | PLAINCARD3 Card - total paid w/detail | | PLAINLASER Laser paper - summary info, half page receipt & duplicate | | PLAINLASR2 Laser paper - detail info, half page receipt & note entry | +-------------------------------------------------------------------------+ <ESC>=Exit Receipt Format Selection <F2>=Back <F1>=Help

119.2 Prompts and Responses

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. The affiliate ID is required. The affiliate must be active, and exist in the affiliate file. You can enter the affiliate number or enter the entire affiliate ID.

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

Receipt Type

You are asked to select a receipt type.

There are several different receipt types. After you select a type, you can display an example of that receipt type. Examples of each receipt type are shown at the end of this chapter.

+---------------------------Select Receipt Type---------------------------+ | LOGOCARD Card w/ pre-printd logo - total paid w/ptd info | | LOGOCARD2 Card w/ pre-printd logo - total paid w/detail | | LOGOLASER Laser paper w/ pre-printd logo - total paid w/detail | | LSRPLAIN3 Laser card - total paid w/detail | | PLAINCARD Card - total paid w/ptd info | | PLAINCARD2 Card - total paid w/detail & duplicate card | | PLAINCARD3 Card - total paid w/detail | | PLAINLASER Laser paper - summary info, half page receipt & duplicate | | PLAINLASR2 Laser paper - detail info, half page receipt & note entry | +-------------------------------------------------------------------------+

Select one of the receipt types from the menu.

Options

You are asked what you want to do with the receipt type you selected.

+-----Option-----+ | Show Sample | | Assign Type | +----------------+

Select "Show Sample" if you want to see an example of the receipt type you selected.

Select "Assign Type" if you want to use the receipt type you selected at your affiliate. You can only select and use one receipt type.

If you select the "Show Sample" option, the output options menu is displayed, and you can display or print the selected receipt type.

Update Record

If you select the "Assign Type" option, you are asked if you actually want to accept this receipt type for use at your affiliate.

+Update Record+ | Yes | | No | +-------------+

Select "Yes" if you want to use this receipt type.

Select "No" to return to the previous prompt.

If "Yes" your affiliate record is updated with the receipt type information.

119.2.1 Examples of Receipt Types

LOGOCARD

LOGOCARD---Card w/ pre-printd logo - total paid w/ptd info.

The following is an example of the LOGOCARD receipt type.

Rcpt#: 10012345 Date: 03/15/2009 Amount Paid : $80.00 Paid Through Date : 06/30/2009 Classification : MEMBER Member ID : U-1234-5678 Member Local : 0987 Joseph Anthony Hammerman Jr Joseph Anthony Hammerman Jr 1101 Pleasant Street 1101 Pleasant Street Anytown, ST 12345-6789 Anytown, ST 12345-6789

LOGOCARD2

LOGOCARD2---Card w/ pre-printd logo - total paid w/detail.

The following is an example of the LOGOCARD2 receipt type.

Joseph Anthony Hammerman Jr MbrID: U-1234-5678 Local: 0987 Class: MEMBER Code : FROBOZ Rcpt#: 10012345 Date : 03/15/2009 Total Paid : 80.00 Dues Amount Paid : 60.00 Joseph Anthony Hammerman Jr Assess/Other Paid : 20.00 1101 Pleasant Street Unapplied/Overpay : 0.00 Apt. 33 Dues Paid Through Date : 06/30/2009 Anytown, ST 12345-6789 Balance Due : $0.00

LOGOLASER

LOGOLASER---Laser paper w/ pre-printd logo - total paid w/detail.

The following is an example of the LOGOLASER receipt type.

MEMBER PAYMENT DUES PAID DUES OTHER TOTAL RECEIPT NAME DATE THROUGH DATE PAID PAID PAYMENT NUMBER Joseph Hammerman Jr 03/15/2009 06/30/2009 60.00 20.00 80.00 10012345 Member ID : U-1234-5678 Member Local : 0987 Posted By: ALLEN Current balance : $0.00 Dues Months Owed : 0 Dues Amount Owed : $0.00 Dues Paid Thru : 06/30/2009 Joseph Anthony Hammerman Jr 1101 Pleasant Street Apt. 33 Anytown, ST 12345-6789

LSRPLAIN3

LSRPLAIN3 Laser card - total paid w/detail.

**NOTE**

Users who use receipt type LSRPLAIN3 should set their SecureCRT "printing" settings as follows:

left 0.75 right 0.25 top 0.25 bottom 0.25

The following is an example of the LSRPLAIN3 receipt type.

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 0987 Joiners of America Local 0987 101 Main Street Cityville, ST 98765-4321 Joseph Anthony Hammerman Jr 111-222-3333 MbrID: U-1234-5678 Local: 0987 Class: MEMBER Code : FROBOZ OFFICIAL RECEIPT AND DUES CARD Rcpt#: 10012345 Date : 03/15/2009 Total Paid : 80.00 Dues Amount Paid : 60.00 Joseph Anthony Hammerman Jr Assess/Other Paid : 20.00 1101 Pleasant Street Unapplied/Overpay : 0.00 Apt. 33 Dues Paid Through Date : 06/30/2009 Anytown, ST 12345-6789 Balance Due : $0.00

PLAINCARD

PLAINCARD Card - total paid w/ptd info.

The following is an example of the PLAINCARD receipt type.

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 0987 Joiners of America Local 0987 101 Main Street Cityville, ST 98765-4321 Rcpt#: 10012345 Date: 03/15/2009 111-222-3333 Amount Paid : $80.00 Paid Through Date : 06/30/2009 OFFICIAL RECEIPT AND DUES CARD Classification : MEMBER Member ID : U-1234-5678 Joseph Anthony Hammerman Jr Joseph Anthony Hammerman Jr 1101 Pleasant Street 1101 Pleasant Street Apt. 33 Anytown, ST 12345-6789 Anytown, ST 12345-6789

PLAINCARD2

PLAINCARD2 Card - total paid w/detail & duplicate card.

The following is an example of the PLAINCARD2 receipt type.

United Brotherhood of Carpenters This is your receipt and work card. and Joiners of America Please detach and place in your wallet. Local Union 0987 101 Main Street Work Card Cityville, ST 98765-4321 United Brotherhood of Carpenters and Phone: 111-222-3333 Joiners of America Local 0987 Rcpt#: 10012345 Date: 03/15/2009 Rcpt#: 10012345 Date: 03/15/2009 Name : Joseph Anthony Hammerman Jr Name : Joseph Anthony Hammerman Jr ID : U-1234-5678 ID : U-1234-5678 Total Paid : $80.00 Total Paid : $80.00 Dues Amount Paid : $60.00 Dues Amount Paid : $60.00 Asses/Fines Paid : $20.00 Asses/Fines Paid : $20.00 Unapplied/Overpay : $0.00 Unapplied/Overpay : $0.00 Dues Paid Thru Date : 06/30/2009 Dues Paid Thru Date : 06/30/2009 Classification : MEMBER Classification : MEMBER

PLAINCARD3

PLAINCARD3 Card - total paid w/detail.

The following is an example of the PLAINCARD3 receipt type.

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 0987 Joiners of America Local 0987 101 Main Street Cityville, ST 98765-4321 Joseph Anthony Hammerman Jr 111-222-3333 MbrID: U-1234-5678 Local: 0987 Class: MEMBER Code : FROBOZ OFFICIAL RECEIPT AND DUES CARD Rcpt#: 10012345 Date : 03/15/2009 Total Paid : 80.00 Dues Amount Paid : 60.00 Joseph Anthony Hammerman Jr Assess/Other Paid : 20.00 1101 Pleasant Street Unapplied/Overpay : 0.00 Apt. 33 Dues Paid Through Date : 06/30/2009 Anytown, ST 12345-6789 Balance Due : $0.00

PLAINLASER

PLAINLASER Laser paper - summary info, half page receipt & duplicate.

The following is an example of the PLAINLASER receipt type.

United Brotherhood of Carpenters and Joiners of America Local Union 0987 101 Main Street Cityville, ST 98765-4321 111-222-3333 OFFICIAL RECEIPT AND WORKING CARD MEMBER PAYMENT DUES PAID DUES OTHER TOTAL RECEIPT NAME DATE THROUGH DATE PAID PAID PAYMENT NUMBER Joseph Hammerman Jr 03/15/2009 06/30/2009 60.00 20.00 80.00 10012345 Member ID : U-1234-5678 Current balance : $0.00 Posted By: ALLEN Dues Months Owed : 0 Dues Amount Owed : $0.00 Joseph Anthony Hammerman Jr 1101 Pleasant Street Apt. 33 Anytown, ST 12345-6789 Note: Members in Arrears A member who owes three months dues (before the last day of the third month) will be suspended from all benefits. United Brotherhood of Carpenters and Joiners of America Local Union 0987 101 Main Street Cityville, ST 98765-4321 111-222-3333 OFFICIAL RECEIPT AND WORKING CARD MEMBER PAYMENT DUES PAID DUES OTHER TOTAL RECEIPT NAME DATE THROUGH DATE PAID PAID PAYMENT NUMBER Joseph Hammerman Jr 03/15/2009 06/30/2009 60.00 20.00 80.00 10012345 Member ID : U-1234-5678 Current balance : $0.00 Posted By: ALLEN Dues Months Owed : 0 Dues Amount Owed : $0.00 Joseph Anthony Hammerman Jr 1101 Pleasant Street Apt. 33 Anytown, ST 12345-6789 *** AFFILIATE COPY ***

PLAINLASR2

PLAINLASR2 Laser paper - detail info, half page receipt & note entry.

The following is an example of the PLAINLASR2 receipt type.

United Brotherhood of Carpenters and Joiners of America Local Union 0987 101 Main Street Cityville, ST 98765-4321 111-222-3333 OFFICIAL RECEIPT AND WORKING CARD Member ID : U-1234-5678 Receipt Number : 10012345 Member Class : MEMBER Date Paid : 03/15/2009 Member Status : GOODSTANDG Total Paid : 80.00 Current Dues Code: FROBOZ Breakdown of Payment Current balance : $0.00 dues $60.00 Dues Amount Owed : $0.00 misc charge $10.00 Dues Months Owed : 0 misc assessment $10.00 Dues Paid Thru : 06/30/2009 Paid By: Credit Card - 1111-2222-3333-4444 Joseph Anthony Hammerman Jr 1101 Pleasant Street Apt. 33 Anytown, ST 12345-6789 Note: this is a note. this is a note. this is a note. this is a note. this is a note. this is a note. this is a note. this is a note. United Brotherhood of Carpenters and Joiners of America Local Union 0987 101 Main Street Cityville, ST 98765-4321 111-222-3333 OFFICIAL RECEIPT AND WORKING CARD Member ID : U-1234-5678 Receipt Number : 10012345 Member Class : MEMBER Date Paid : 03/15/2009 Member Status : GOODSTANDG Total Paid : 80.00 Current Dues Code: FROBOZ Breakdown of Payment Current balance : $0.00 dues $60.00 Dues Amount Owed : $0.00 misc charge $10.00 Dues Months Owed : 0 misc assessment $10.00 Dues Paid Thru : 06/30/2009 Paid By: Credit Card - 1111-2222-3333-4444 Joseph Anthony Hammerman Jr 1101 Pleasant Street Apt. 33 Anytown, ST 12345-6789 *** AFFILIATE COPY *** Note: this is a note. this is a note. this is a note. this is a note. this is a note. this is a note. this is a note. this is a note.