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The following explains how to enter a dues code rate change for an existing dues code.
+----------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 "Enter Dues Rate Change" 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:
+-------------------------DRC: Dues Group Code-------------------------+ | | | Dues Code Description Amount End Date | | APP_ALL Apprentice counter dues $20.00 NEVER | | DISABLEIN Section50 Disabled with Insura $11.00 NEVER | | HONORARY Honorary - no Insurance $0.00 NEVER | | HONORARYIN Honorary with Insurance $5.00 NEVER | | JOUR_ALL Journeyman counter dues $20.00 NEVER | | MDUES mdues $13.90 NEVER | | MDUES1 Member Class mdues $15.80 NEVER | | RETIRED Retired Member Dues $6.00 NEVER | | RETIREDIN Section50 Retired with Insuran $11.00 NEVER | +----------------------------------------------------------------------+ |
Select the dues code item that you want to do the rate change for.
After you make your selection, the data for that dues code is displayed. For example:
Affiliate ID: UBC0448L -- Benson Local Dues Code : APP_ALL Description : Apprentice counter dues Start Date : 01/01/1998 End Date: NEVER Rate: 20.00 Start Date for the New Rate: New Monthly Rate : Breakdown Amount Breakdown For 1) 15.00 app item 1 2) 5.00 app item 2 3) 4) 5) 6) 7) 8) 9) 10) Start date for the new rate (MMDDYYYY)? ________ |
You are asked for the start date of the new rate.
Start date for the new rate (MMDDYYYY)? ________ |
Enter the new rate start date in the format MMDDYYYY.
You are asked for the new monthly dues code rate.
New monthly dues rate? ________ |
Enter the amount of the new rate.
You are asked if you want to enter information about how the dues are allocated. Entering dues breakdown data is optional.
If "Yes", you will be asked for the breakdown amounts and descriptions.
If "No", this part of the entry procedure is skipped.
Select "Yes" or "No".
You are asked if you want to complete this rate change entry.
+Complete Rate Change Entry+ | Yes | | No | +--------------------------+ |
Select "Yes" to continue with the rate change.
Select "No" to return to the previous prompt.
Press <ESC> to abort this rate change.
If "Yes", the dues code rate is changed.
Affiliates charge their members for dues, and fees for returned checks, arrears letters, re-instatements, etc. These charges/fees are set up in the finance code file. The FINMAINT - Finance Code Maintenance menu option allows you to create and maintain affiliate finance code records.
For finance codes that are member related, you can specify the order that the finance codes have payment dollars allocated to them.
+----------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 add, change, and delete affiliate finance code records, and how to get listings of finance code data.
121.1 Finance Code Input Screen
After FINMAINT is selected from the menu, the finance code maintenance
screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
+---------Option---------+
| Add Finance Code |
| Change Finance Code |
| Delete Finance Code |
| List Finance Codes |
+------------------------+
<ESC>=Exit Finance Code Maint <F2>=Back <F1>=Help
|
121.2 Finance Code Maintenance Options
After the finance code maintenance screen is displayed, you are asked
for the maintenance option you want to perform.
+---------Option---------+ | Add Finance Code | | Change Finance Code | | Delete Finance Code | | List Finance Codes | +------------------------+ |
The finance code maintenance options are:
| Add Finance Code | add finance code records | |
| Change Finance Code | change finance code records | |
| Delete Finance Code | delete finance code records | |
| List Finance Codes | get a listing of the finance code records |
Select the appropriate maintenance option.
121.2.1 Adding Finance Code Records
+---------Option---------+ | Add Finance Code | | Change Finance Code | | Delete Finance Code | | List Finance Codes | +------------------------+ |
After you select the "Add Finance Code" option, the following screen is displayed:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID : UBC01444 -- Tucson Local
Finance Code :
Description :
Charge Amount :
Member Related
Charge/Receipt:
Payment Order :
Active Code :
ADD: Finance code? __________
<ESC>=Exit Finance Code Maint <F2>=Back <F1>=Help
|
The following sections describe the prompts displayed when a finance code record is added.
The following finance codes are automatically set up for new affiliates:
These finance codes can NOT be deleted. Dues amounts are set up in the dues code maintenance procedure --- see Chapter 120, DUESMAINT - Dues Code Maintenance, for information on dues codes. Other than the "DUES" finance code record, no other records should have a finance code beginning with "DUE". |
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. 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 or enter the entire affiliate ID.
After the affiliate ID is entered, the affiliate name is displayed.
You are asked for the finance code.
Note: Other than the "DUES" finance code record, no other records should have finance codes beginning with "DUE".
ADD: Finance code? __________ |
Enter the finance 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 finance code for NSF checks. You can provide whatever code you want to use. This example will use "NSF" as the code.
ADD: Finance code? nsf_______ |
You can set up finances codes for different levels of charges.
Note: Once the finance code record has been created/added, the finance code name CANNOT be changed.
You are asked for the finance code description.
ADD: Description? _________________________ |
Enter the description of this finance code.
The description can be up to 25 characters in length.
ADD: Description? Returned Check___________ |
You are asked for the amount you want to charge for this finance code. For example, you might want to charge $10.00 for a NSF check.
ADD: Charge amount? _____ |
Enter the dollar amount you want to charge, or press [Enter] to skip this prompt if you do not want to enter a charge amount.
You are asked if this is a member related charge/receipt finance code.
+ADD: Is this charge or receipt member related+ | Yes | | No | +---------------------------------------------+ |
Select "Yes" if this new finance code is member related.
Select "No" if the code is NOT member related.
If "Yes", you are asked for the order of payment allocation.
You can allocate payment dollars to finance codes in a specific order. For example, when a payment is received, you can specify that the money must first be applied toward outstanding fee A and fee B, before it can be applied toward dues payments, etc.
To specify the order of payment dollars, you assign an order number to the finance code.
You are asked for the order number of payment allocation for this finance code.
ADD: Order for payment allocation? 0__ |
You can enter a payment order number from 0 to 999.
Press [Enter] to accept the default, or enter a different payment order number.
You are asked if this finance code is to be flagged as an active code that can be used.
+ADD: Is this an active code that can be used+ | Yes | | No | +--------------------------------------------+ |
Select "Yes" if this finance code can be used.
Select "No" if the code is to be flagged as inactive.
You are asked if you want to add this finance code record.
+ADD Finance Code+ | Yes | | No | +----------------+ |
Select "Yes" to add this finance code record.
Select "No" to go back to the description prompt.
Press <ESC> to abort this finance code entry.
If "Yes", this finance code record is added to the affiliate finance code file, and you can continue adding records.
When you have finished adding finance code records, press <F2> or <ESC> to return to the finance code maintenance options menu.
121.2.2 Changing Finance Code Records
+---------Option---------+ | Add Finance Code | | Change Finance Code | | Delete Finance Code | | List Finance Codes | +------------------------+ |
After you select the "Change Finance 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 finance code changes for.
If you are a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.
A menu of the finance codes is displayed. For example:
+----------------------CHA: Finance Code----------------------+ | | | Code Description Active Pay Order | | APATCH UBC patch Yes 0 | | CORRECT Correction Entry Yes 999 | | DUES Membership Dues Yes 0 | | INITFEE Initiation Fee Yes 0 | | REFUNDMBR Member Refund Yes 0 | +-------------------------------------------------------------+ |
Select the finance code item that you want to change.
After you make your selection, the data for that finance code is displayed. For example:
Affiliate ID : UBC01444 -- Tucson Eastside Finance Code : APATCH Description : UBC patch Charge Amount : 7.50 Member Related Charge/Receipt: Yes Payment Order : 0 Active Code : Yes |
You can change all of the data except for the finance code name.
If you want to change the finance code name (i.e. NSF), you will need to delete the current finance code record and add a record with the new name.
After you have completed the changes to the finance code record, you are asked if you actually want to make the changes.
+CHANGE Finance Code+ | Yes | | No | +-------------------+ |
Select "Yes" to change this finance code record.
Select "No" to go back to the description prompt.
Press <ESC> to abort this finance code change.
If "Yes", this finance code record is changed, and you can continue changing other records.
When you have finished changing finance code records, press <F2> or <ESC> to return to the finance code maintenance options menu.
121.2.3 Deleting Finance Code Records
+---------Option---------+ | Add Finance Code | | Change Finance Code | | Delete Finance Code | | List Finance Codes | +------------------------+ |
After you select the "Delete Finance 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 finance code records for.
If you are a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.
A menu of the finance codes is displayed. For example:
+----------------------DEL: Finance Code----------------------+ | | | Code Description Active Pay Order | | APATCH UBC patch No 0 | | CORRECT Correction Entry Yes 999 | | DUES Membership Dues Yes 0 | | INITFEE Initiation Fee Yes 0 | | REFUNDMBR Member Refund Yes 0 | +-------------------------------------------------------------+ |
Select the finance code item that you want to delete.
Note: You can NOT delete the "DUES", "INITFEE" and "REFUNDMBR" finance codes. These are system required codes.
After you make your selection, the data for that finance code is displayed. For example:
Affiliate ID : UBC01444 -- Tucson Eastside Finance Code : APATCH Description : UBC patch Charge Amount : 7.50 Member Related Charge/Receipt: Yes Payment Order : 0 Active Code : No |
Note: You can only delete finance codes that have NOT been used in financial transactions. A message similar to the following message is displayed if you attempt to delete a finance code that has been used:
Member financial transactions exist for code BOOKS. It cannot be deleted.
Press the RETURN key to continue
|
If a message is displayed, press [Enter] to return to the menu of finance codes.
After the finance code data is displayed, you are asked if you actually want to delete this record.
+DELETE Finance Code+ | Yes | | No | +-------------------+ |
Select "Yes" to delete this finance code record.
Select "No" if you do NOT want to delete this record.
Press <ESC> to abort this finance code delete procedure.
If "Yes", this finance code record is deleted, and you can continue deleting other finance code records.
When you have finished deleting finance code records, press <F2> or <ESC> to return to the finance code maintenance options menu.
121.2.4 Listing Finance Code Records
You can get a report listing of the finance code records by selecting
the "List Finance Codes" option.
+---------Option---------+ | Add Finance Code | | Change Finance Code | | Delete Finance Code | | List Finance Codes | +------------------------+ |
After you select the "List Finance 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 finance code records for.
If you are a "local" affiliate user, the affiliate number and name are displayed, and the affiliate ID prompt is skipped.
You are asked if you want to include only the active finance codes.
+Include Only Active Finance Codes+ | Yes | | No | +---------------------------------+ |
Select "Yes" to only include the active finance codes.
Select "No" to include all active/inactive finance codes.
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