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Members pay monthly counter dues. The amounts paid depends on the dues structure of the affiliate. Counter dues amounts can be set up by each affiliate according to their needs.
Each member record contains a dues group code which matches a code in the dues group code file. The dues code is used to calculate the amount of counter dues that a member is billed for and pays each month. Different dues codes (amounts) can be set up for apprentices, journeymen, etc.
The DUESMAINT - Dues Code Maintenance menu option allows you to create and maintain dues group code records.
+----------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 |
+--------------------------------------------------+
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This chapter explains how to add, change, and delete counter dues records, and how to get listings of counter dues data.
120.1 Dues Code Input Screen
After DUESMAINT is selected from the menu, the dues code maintenance
screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
+----------Option-----------+
| Add Dues Group Code |
| Change Dues Group Code |
| Delete Dues Group Code |
| List Dues Group Codes |
| Enter Dues Rate Change |
+---------------------------+
<ESC>=Exit DUES CODE MAINTENANCE <F2>=Back <F1>=Help
|
After the dues code maintenance screen is displayed, you are asked for the maintenance option you want to perform.
+----------Option-----------+ | Add Dues Group Code | | Change Dues Group Code | | Delete Dues Group Code | | List Dues Group Codes | | Enter Dues Rate Change | +---------------------------+ |
The dues codes maintenance options are:
| Add Dues Group Code | add counter dues records | |
| Change Dues Group Code | change data in counter dues records | |
| Delete Dues Group Code | delete counter dues records | |
| List Dues Group Codes | get listings of current or all counter dues records | |
| Enter Dues Rate Change | add a dues rate change |
Select the appropriate maintenance option.
120.2 Adding Dues Group Code Records
+----------Option-----------+ | Add Dues Group Code | | Change Dues Group Code | | Delete Dues Group Code | | List Dues Group Codes | | Enter Dues Rate Change | +---------------------------+ |
After you select the "Add Dues Group Code" option, the following screen is displayed:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID :
Dues Group Code:
Description :
Start Date : End Date:
Monthly Dues :
Breakdown Amount Breakdown For
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
ADD: Dues group code? __________
<ESC>=Exit DUES CODE MAINTENANCE <F2>=Back <F1>=Help
|
The following sections describe the prompts displayed when a dues record is added.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
ADD: Affiliate ID? ________ |
If a default affiliate ID is provided and it is correct, you can press [Enter] to accept the default.
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 new dues group code.
ADD: Dues group code? __________ |
Enter the dues group code you want to set up.
The code can be up to 10 characters in length.
As an example, you might want to set up the dues code for apprentices. You can provide whatever code you want to use. This example will use "CTR_APP" as the code.
ADD: Dues group code? ctr_app___ |
You can set up dues codes for different levels of apprentices, journeymen, etc. This example is just using one dues code for apprentices.
Note: Once the dues group code record has been created/added, the dues code name CANNOT be changed.
You are asked for the dues group code description.
ADD: Description? ______________________________ |
Enter the description of this dues group code.
The description can be up to 30 characters in length.
ADD: Description? Counter dues - apprentice_____ |
You are asked for the start date. This is the date when this dues group code goes into effect.
For example, you could have a dues group code that is in effect for the period of January 1, 1998 through December 31, 2000.
ADD: Start date (MMDDYYYY)? ________ |
Enter the start date in MMDDYYYY format.
In this example, the dues code will go into effect on January 1, 1998.
ADD: Start date (MMDDYYYY)? 01011998 |
You are asked for the end date. This is the last date that this dues group code will be in effect.
ADD: End date (MMDDYYYY or NEVER)? ________ |
Enter the end date in MMDDYYYY format, or enter "NEVER" if you want this dues code to continue into infinity.
In this example, the dues code will no longer be in effect after December 31, 2000. So the end date will be December 31, 2000.
ADD: End date (MMDDYYYY)? 12312000 |
You are asked for the dues amount. This is the amount of dues that the member will pay each month.
ADD: Dues amount? ________ |
Enter the dues amount as a dollar amount.
For example, if the dues are $20.00, you can enter: 20 or 20.00
You are asked if you want to enter information about how the dues are allocated. Entering dues breakdown data is optional.
+Enter dues breakdown allocations+ | Yes | | No | +--------------------------------+ |
If "Yes", you will be asked for the breakdown amounts and descriptions.
If "No", this part of the entry procedure is skipped.
You are asked for the first breakdown amount.
ADD: Breakdown 1 amount? ________ |
As an example, $.50 might be allocated to the building fund. In this case, you would enter ".50" as the breakdown amount.
ADD: Breakdown 1 amount? .50_____ |
You are asked what the breakdown amount is for.
ADD: Breakdown 1 for? ____________________ |
The breakdown description can be up to 20 characters in length.
ADD: Breakdown 1 for? Building Fund_______ |
You can enter up to 10 breakdown amounts and descriptions.
If you have less than 10 breakdown entries, you can press the [F12] key at any time, to exit breakdown entry.
You are asked if you want to add this dues code record.
+ADD Dues Group Code+ | Yes | | No | +-------------------+ |
Select "Yes" to add this dues code record.
Select "No" to go back to the previous prompt.
Press <ESC> to abort this dues code entry.
If "Yes", this dues group code record is added to the dues code file, and you can continue adding records.
When you have finished adding dues group code records, press <F2> or <ESC> to return to the dues code maintenance options menu.
120.3 Changing Dues Group Code Records
+----------Option-----------+ | Add Dues Group Code | | Change Dues Group Code | | Delete Dues Group Code | | List Dues Group Codes | | Enter Dues Rate Change | +---------------------------+ |
Note: The 50DISABLED and 50ARETIRED dues codes are system standard dues codes, so only the breakdown allocations can be changed for these dues codes. These dues codes are automatically set up when an affiliate is added or re-activated if they do not already exist.
After you select the "Change Dues Group Code" 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 this prompt is skipped.
A menu of the dues group codes is displayed. For example:
+-------------------------CHA: Dues Group Code-------------------------+ | | | Dues Code Description Amount End Date | | CTR_APP Counter dues - apprentice $20.00 12/31/2000 | | CTR_APP Counter dues - apprentice $18.00 12/31/1997 | | CTR_APP1 counter dues - apprentice 1 $20.00 12/31/2000 | | CTR_JOUR Counter dues - journeyman $20.00 12/31/2000 | | CTR_PREAPP Counter dues - pre-apprentice $10.50 12/31/1999 | +----------------------------------------------------------------------+ |
Select the dues group code item that you want to change.
After you make your selection, the data for that dues code is displayed. For example:
Affiliate ID : UBC01444 -- Tucson Local Dues Group Code: CTR_APP Description : Counter dues - apprentice Start Date : 01/01/1998 End Date: 12/31/2000 Monthly Dues : 20.00 Breakdown Amount Breakdown For 1) 0.50 Building Fund 2) 1.00 Apprentice Training 3) 0.25 Charity 4) 0.25 Scholarship Fund 5) 18.00 Mem Ins, etc. 6) 7) 8) 9) 10) CHA: Description? Counter dues - apprentice_____ |
You can change the following data items if dues debit transactions have NOT been created using this dues code:
dues code description
start date
end date
dues amount
dues breakdown amounts and descriptions
Note: If dues debit transactions HAVE been created using this dues code, you can only change the end date, and the new end date can NOT be prior to the last statement date.
If you want to change the dues code name (i.e. CTR_APP), you will need to delete the current dues code record and add a record with the new name.
After you have completed the changes to the dues code record, you are asked if you actually want to make the changes.
+CHANGE Dues Group Code+ | Yes | | No | +----------------------+ |
Select "Yes" to change this dues code record.
Select "No" to go back to the previous prompt.
Press <ESC> to abort this dues code change.
If "Yes", this dues code record is changed, and you can continue changing other records.
When you have finished changing dues group code records, press <F2> or <ESC> to return to the dues code maintenance options menu.
120.4 Deleting Dues Group Code Records
+----------Option-----------+ | Add Dues Group Code | | Change Dues Group Code | | Delete Dues Group Code | | List Dues Group Codes | | Enter Dues Rate Change | +---------------------------+ |
After you select the "Delete Dues Group Code" 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 this prompt is skipped.
A menu of the dues group codes is displayed. For example:
+-------------------------DEL: Dues Group Code-------------------------+ | | | Dues Code Description Amount End Date | | CTR_APP Counter dues - apprentice $20.00 12/31/2000 | | CTR_APP Counter dues - apprentice $18.00 12/31/1997 | | CTR_APP1 counter dues - apprentice 1 $20.00 12/31/2000 | | CTR_JOUR Counter dues - journeyman $20.00 12/31/2000 | | CTR_LIFE Counter dues - life member $5.00 12/31/2099 | | CTR_PREAPP Counter dues - pre-apprentice $10.50 12/31/1999 | +----------------------------------------------------------------------+ |
Select the dues group code item that you want to delete.
After you make your selection, the data for that dues code is displayed. For example:
Affiliate ID : UBC01444 -- Tucson Local Dues Group Code: CTR_APP Description : Counter dues - apprentice Start Date : 01/01/1998 End Date: 12/31/2000 Monthly Dues : 20.00 Breakdown Amount Breakdown For 1) 0.50 Building Fund 2) 1.00 Apprentice Training 3) 0.25 Charity 4) 0.25 Scholarship Fund 5) 18.00 Mem Ins, etc. 6) 7) 8) 9) 10) |
You can NOT delete a dues code if:
If future dues code changes exist, a list of the members that are to be assigned the dues code in the future, is created. For example:
26-Oct-2002 United Brotherhood of Carpenters and Joiners of America Page 1 Dues code ABC-123 can NOT be deleted. This dues code is assigned to the following future dues changes. Use 'Future Dues/Class Change Maintenance' to delete these future changes before deleting the dues code. Member ID Last Name First Name Starts ----------- ----------------------------- ------------------------- ---------- U-3689-2147 Banks Fred 12/01/2002 U-6744-1648 Cart Cass 11/01/2002 U-8766-5661 Blow Joe 02/01/2003 |
You will have to delete the future dues code changes before you can delete the dues code.
After the dues group code data is displayed, you are asked if you actually want to delete this record.
+DELETE Dues Group Code+ | Yes | | No | +----------------------+ |
Select "Yes" to delete this dues code record.
Select "No" to go back to the list of dues code records.
Press <ESC> to abort this dues code delete procedure.
If "Yes", this dues code record is deleted, and you can continue deleting other dues group code records.
When you have finished deleting dues group code records, press <F2> or <ESC> to return to the dues code maintenance options menu.
120.5 Listing Dues Group Code Records
You can get a report listing of the dues group code records by
selecting the "List Dues Group Codes" option.
+----------Option-----------+ | Add Dues Group Code | | Change Dues Group Code | | Delete Dues Group Code | | List Dues Group Codes | | Enter Dues Rate Change | +---------------------------+ |
After you select the "List Dues Group Codes" 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 dues group code records for.
If you ARE a "local" affiliate user, the affiliate number and name are displayed, and this prompt is skipped.
You are asked which codes you want listed on the report.
+-----Codes Option------+ | Current Dues Codes | | All Dues Codes | +-----------------------+ |
Select "Current Dues Codes" if you want to include only the dues group codes that are currently in effect, on the report.
Select "All Dues Codes" to get a report of all the records in the dues group codes file.
You are asked if you want to proceed with creating the dues group codes report listing.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the report.
Select "No" to return to the codes option prompt.
Press <ESC> to abort this report procedure and return to the dues group codes maintenance options menu.
If "Yes", the report listing is generated.
The following information is shown on the report:
affiliate ID and name
dues group code
start date
end date
dues amount
code description
dues breakdown amounts
dues breakdown descriptions
The following is an example of a report:
20-Feb-2002 United Brotherhood of Carpenters and Joiners of America Page 1
Current Dues Codes
UBC01111 -- Pala Mesa Valley
Dues Code Start End Amount Description/Breakdown
---------- ---------- ---------- -------- ------------------------------
50ARETIRED 01/01/1990 NEVER 6.00 Retired Member Dues - Sect 50A
50DISABLED 12/01/2000 NEVER 6.00 Section 50 Disabled Dues
APPR1_DUES 01/01/1998 NEVER 21.00 Apprentice 1 dues
APPR2_DUES 05/01/2001 NEVER 22.25 Apprentice 2 dues
APPR3_DUES 01/01/2001 NEVER 23.25 Apprentice 3 dues
APPR4_DUES 01/01/1998 NEVER 24.00 Apprentice 4 dues
JOUR_DUES 01/01/1998 NEVER 25.00 Journeyman dues
1.00 Life insurance
4.00 Health Insurance
20.00 Local Expenses
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