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

Sort Order

You are asked if you want to sort the listing in payment allocation number order. 



   +List in Payment Order+ 
   |  Yes                | 
   |  No                 | 
   +---------------------+

Select "Yes" to sort the finance code listing in payment allocation number order.

Select "No" to sort the finance codes alphabetically.

Proceed

You are asked if you want to proceed with creating the finance codes report listing. 



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

Select "Yes" to generate the report.

Select "No" to return to the previous prompt.

Press <ESC> to abort this report procedure.

If "Yes", the report listing is generated.

Report Example

The following is an example of a Finance Code report: 


13-Jun-2010  United Brotherhood of Carpenters and Joiners of America      Page 1 
                                  Finance Codes 
                           UBC01444 -- Tucson Eastside 
 
           Active Payment                           Member 
Code       Code   Order   Description               Related    Amount 
---------- ------ ------- --------------------------------- -------------------- 
APATCH     No       0     UBC patch                 Yes          7.50 
CORRECT    Yes    999     Correction Entry          Yes          0.00 
DUES       Yes      0     Membership Dues           Yes     ** see DUES CODES ** 
INITFEE    Yes      0     Initiation Fee            Yes          0.00 
REFUNDMBR  Yes      0     Member Refund             Yes          0.00

Chapter 122
STSUPDATE - Maintain Status Update Flag

The month end processing automatically changes member statuses to ARREARS and SUSPENDED if appropriate.

Some members have 100% of their dues payments sent in by their employers. In some cases, employers send in dues payments quarterly or in a time frame that can cause members' statuses to be changed to ARREARS or SUSPENDED.

The STSUPDATE - Maintain Status Update Flag menu option is used by affiliates to specify that they do NOT want member statuses changed automatically. This only applies to members of the affiliate, who have 100% of their dues remitted by employers. All other affiliate members' status are updated automatically.

Select the STSUPDATE menu option to update the "status update flag" in the affiliate record. 



            +----------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 describes how to change the affiliate member status update flag.

122.1 Status Update Flag Maintenance Input Screen and Prompts

After you select STSUPDATE from the menu, the status update flag maintenance input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                                  Tucson Local                         UBC01444 
 
Affiliate ID: UBC01444 -- Tucson Local 
 
Auto Update Arrears & Suspended Statuses: Y 
 
 
 
** NOTE ** 
 
This Only Applies to Members who have 100% of Their 
Monthly Dues Sent In By Their Employer. 
 
All Others WILL have statuses automatically changed! 
 
 
 
 
 
 
 
 
 +Auto Update Arrears & Suspended Statuses+ 
 |  Yes                                   | 
 |  No                                    | 
 +----------------------------------------+ 
 
<ESC>=Exit             EOM Status Update Flag Maintenance    <F2>=Back <F1>=Help

The following sections describe the prompts displayed when maintaining the member status update flag.

122.1.1 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? ________

The affiliate ID is required. The affiliate must be an active affiliate, and must exist in the affiliate file.

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.

122.1.2 Ask Auto Update or Not

You are asked if you want the system to automatically update statuses of members that have 100% of their dues payments sent in by their employers. The statuses would be changed to ARREARS or SUSPENDED when appropriate. 



   +Auto Update Arrears & Suspended Statuses+ 
   |  Yes                                   | 
   |  No                                    | 
   +----------------------------------------+

Select "Yes" to continue automatic changes to member statuses as is currently done.

Select "No" if you do NOT want member statuses changed to ARREARS or SUSPENDED when dues are past due.

If "Yes", the following text message is displayed: 


    Members with 100% dues remitted by employers 
    WILL be automatically changed to ARREARS/SUSPENDED 
    at the end of the month.

If "No", the following text message is displayed: 


    Members with 100% dues remitted by employers 
    WILL NOT have their statuses automatically changed 
    to ARREARS/SUSPENDED at the end of the month.

122.1.3 Proceed

You are asked if you want to proceed with setting the "status update flag" in the affiliate record to the response you selected. 



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

Select "Yes" to proceed with updating the status update flag field in the affiliate record.

Select "No" to return to the previous prompt.

Press <ESC> to abort this procedure.

If "Yes", the member status update flag field in the affiliate record is updated accordingly.

Chapter 123
CHECKOFFMAINT - Checkoff Type Maintenance

The CHECKOFFMAINT - Checkoff Type Maintenance menu option is used by affiliates to set up their types and "rules" for dues checkoff.

Typically the checkoff types will be entered by the council. The locals under that council will then use the checkoff types set up by the council.

There can be one or more checkoff type records depending on how checkoff dues are assessed. For example, checkoff dues could be a percent of the gross, a flat amount, an amount per hour, etc.

The CHECKOFFMAINT procedure allows you to add, change, delete, and list checkoff types. 



            +----------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 checkoff type records, and how to get listings of checkoff data.

123.1 Checkoff Type Maintenance Input Screen

After CHECKOFFMAINT is selected from the menu, the checkoff type maintenance screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
 
 
 
 
 
 
 
 
 
 +---------Option----------+ 
 |  Add Checkoff Type      | 
 |  Change Checkoff Type   | 
 |  Delete Checkoff Type   | 
 |  List Checkoff Types    | 
 +-------------------------+ 
 
<ESC>=Exit                     Checkoff Type Maint           <F2>=Back <F1>=Help

123.2 Checkoff Type Maintenance Options

After the checkoff type maintenance input screen is displayed, you are asked for the maintenance option you want to perform. 



   +---------Option----------+ 
   |  Add Checkoff Type      | 
   |  Change Checkoff Type   | 
   |  Delete Checkoff Type   | 
   |  List Checkoff Types    | 
   +-------------------------+

The checkoff type maintenance options are:
  Add Checkoff Type add new checkoff type records
  Change Checkoff Type change checkoff type records
  Delete Checkoff Type delete checkoff type records
  List Checkoff Types get a listing of the checkoff type records

Select the appropriate maintenance option.

123.2.1 Adding Checkoff Type Records

Select the "Add Checkoff Type" option to add new checkoff type records. 



   +---------Option----------+ 
   |  Add Checkoff Type      | 
   |  Change Checkoff Type   | 
   |  Delete Checkoff Type   | 
   |  List Checkoff Types    | 
   +-------------------------+

After "Add Checkoff Type" is selected, the following screen is displayed: 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliate ID  : 
 
Checkoff ID   : 
 
Description   : 
 
% of Gross    : 
 
Dollars Cap   : 
 
Hours Cap     : 
 
Flat Amt/Remit: 
 
Amt Per Hour  : 
 
Amt Per Dollar: 
 
 
 
 
 
ADD: Affiliate ID? UBC04003 
 
 
<ESC>=Exit                     Checkoff Type Maint           <F2>=Back <F1>=Help

The following sections describe the prompts displayed when a checkoff type record is added.

Affiliate ID

You are asked for the affiliate ID. Usually, this is the council affiliate ID, because the council often sets up the checkoff type records.

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



 ADD: Affiliate ID? UBC04003

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.

Checkoff Type

You are asked for the checkoff type.

There can be one or more checkoff type records depending on how checkoff dues are assessed. For example, checkoff dues could be a percent of the gross, a flat amount, an amount per hour, etc.

You need to create a record for each type of dues checkoff assessment that you use. 



 ADD: Checkoff Type? __________

Enter the ID or name that you want to use to identify this new checkoff record that is to be added.

The type can be up to 10 characters in length.

Note: Once the checkoff type record has been created/added, the type or ID CANNOT be changed.

Description

You are asked for the description of this checkoff type. 



 ADD: Description? ________________________________________

Enter the description.

The description can be up to 40 characters in length.

Percent of Gross

You are asked for the percent of the gross amount that is to be assessed for checkoff dues. 



 ADD: Percent of gross amount? _______

If a gross percent is not used, press [Enter] to skip this prompt.

Enter the percent of the gross amount that is to be assessed.

The percent can be a number from .0001 to 9.9999.

Dollar Cap

You are asked if there is a cap on the dollar amount.

The dollar cap is the highest amount of gross pay that will be multiplied by the percent to get the amount.

You set the cap for your reporting period. 



 ADD: Cap on dollar amount? _________

If there is no cap on the dollar amount, you can press [Enter] to skip this prompt.

Enter the dollar cap amount.

Hours Cap

You are asked if there is a cap on the hours assessed.

The hours cap is the maximum number of hours that will be used in calculating the amount if the type calls for an amount per hour calculation.

You set the cap for your reporting period. 



 ADD: Cap on hours assessed? ___

If there is no cap on the hours, you can press [Enter] to skip this prompt.

Enter the hours cap number.

Flat Amount

You are asked for the flat dollar amount that is to be assessed for checkoff dues.

This is the flat amount per remittance period (i.e. weekly, bi-monthly, monthly, etc.). 



 ADD: Flat dollar amount per remittance? _________

If a flat amount is not used, press [Enter] to skip this prompt.

Enter the flat dollar amount that is to be remitted.

Amount Per Hour

You are asked for the amount assessed per hour worked. 



 ADD: Amount assesed per hour worked? _____

If an amount per hour is not used, press [Enter] to skip this prompt.

Enter the amount assessed per hour worked.

Amount Per Dollar

You are asked for the amount assessed per gross dollar. 



 ADD: Amount assesed per gross dollar? ____

If an amount per dollar is not used, press [Enter] to skip this prompt.

Enter the amount assessed per gross dollar.

Add Checkoff Type

After the data is entered, a sample calculation is displayed, and you are asked if you want to add this checkoff type record. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliate ID  : UBC04003 -- Arizona State District Council 
 
Checkoff ID   : PERCENT 
 
Description   : Percent of gross 
 
% of Gross    : 1.7500 
 
Dollars Cap   : 2,500.00 
                              +-------------------------------------+ 
Hours Cap     :               |                                     | 
                              |  Based on the information entered,  | 
Flat Amt/Remit:               |  a member working 40 hours, with    | 
                              |  $1,000 gross pay, will have a      | 
Amt Per Hour  :               |  remittance of:  $17.50             | 
                              |                                     | 
Amt Per Dollar:               +-------------------------------------+ 
 
 
 
 
 +ADD Checkoff Type+ 
 |  Yes            | 
 |  No             | 
 +-----------------+ 
 
<ESC>=Exit                     Checkoff Type Maint           <F2>=Back <F1>=Help

Select "Yes" to add this checkoff type record.

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

Press <ESC> to abort this checkoff type entry.

If "Yes", this checkoff type record is added, and you can add other records.

123.2.2 Changing Checkoff Type Records

Select the "Change Checkoff Type" option to change checkoff type records. 



   +---------Option----------+ 
   |  Add Checkoff Type      | 
   |  Change Checkoff Type   | 
   |  Delete Checkoff Type   | 
   |  List Checkoff Types    | 
   +-------------------------+

The following sections describe the prompts displayed when a checkoff type record is changed.

Affiliate ID

You are asked for the affiliate ID. Usually, this is the council affiliate ID, because the council often sets up the checkoff type records.

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



 CHA: Affiliate ID? UBC04003

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.

Select Checkoff Type Record to Change

A menu of the checkoff type records is displayed. For example: 



+------------------------------CHA: Checkoff Type------------------------------+ 
|                                                                              | 
|                               Percent    Dollars Hrs       Flat   Amt  Amt   | 
|  Description                    Gross        Cap Cap     Amount   /Hr  /$1   | 
|  ---------------------------- ------- ---------- --- ---------- ----- ----   | 
|  Use amount per gross dollar   0.0000   2,500.00   0       0.00  0.00 0.07   | 
|  Use flat amount as assessmen  0.0000       0.00   0     165.00  0.00 0.00   | 
|  Assess by amount per hour     0.0000       0.00 160       0.00  1.85 0.00   | 
|  Percent of gross              1.7500   2,500.00   0       0.00  0.00 0.00   | 
+------------------------------------------------------------------------------+

You are asked to select the checkoff type item you want to change.

Select one of the checkoff items from the menu.

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



 Affiliate ID  : UBC04003 -- Arizona State District Council 
 
 Checkoff ID   : HOUR AMT 
 
 Description   : Assess by amount per hour 
 
 % of Gross    : 
 
 Dollars Cap   : 
 
 Hours Cap     : 160 
 
 Flat Amt/Remit: 
 
 Amt Per Hour  : 1.85 
 
 Amt Per Dollar: 
 
 
 
 
 
CHA: Description? Assess by amount per hour_______________

You can change all the data except for the affiliate ID and checkoff ID.

If you want to change the checkoff ID (i.e. HOUR AMT), you will need to delete the current record and add a record with the new checkoff ID.

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