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You are asked if you want to delete this letter.
+DELETE Letter+ | Yes | | No | +-------------+ |
Select "Yes" to actually delete this letter.
Select "No" to return to the menu of letters.
Press <ESC> to abort this letter maintenance procedure.
If "Yes", the letter record is deleted.
131.5 Displaying Letter Templates
+-----------Option-----------+ | Add Letter | | Change Letter | | Delete Letter | | Display Letter Template | | Sample Letter/Screen | | Sample Letter/Print | | List Letters | +----------------------------+ |
Select "Display Letter Template" to display the template for a selected letter.
The following sections describe the prompts displayed when you display letter templates.
You are asked for the affiliate ID.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
CHA: Affiliate ID? UBC04003 |
Enter the affiliate ID.
A menu of letters is displayed, and you are asked to select the letter you want to display.
+------------------------------DIS: Letter-------------------------------+ | | | Name Description | | BAD CHECK LTR Letter for members who give NSF checks | | TEST test letter | | WELCOME LTR Letter to welcome new members | +------------------------------------------------------------------------+ |
Select the letter you want to display.
After an item is selected, the data for that item and part of the letter are displayed. For example:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID : UBC01444 -- Tucson Local
Letter Name : BAD CHECK LTR
Letter Description: Letter for members who give NSF checks
Finance Code : NSF LTR -- NSA check letter
Letter Charge : $5.00
+------------------------------------------------------------------------------+
| |
|{skip_letterhead} |
| |
|{todays_date} |
| |
| |
|{member_name_address} |
| |
| |
|Dear {brother_sister} {first_name}, |
| |
| |
|Unfortunately, we must send you this letter to inform you of a check |
|that has been returned to us. |
| |
|It would be very much appreciated if you would replace this check |
|with a money order or cash. |
+------------------------------------------------------------------------------+
Press RETURN to continue. Press arrow keys or PAGE UP or PAGE DOWN to scroll.
<ESC>=Exit AFFILIATE LETTER MAINTENANCE <F2>=Back <F1>=Help
|
You can "Press arrow keys or PAGE UP or PAGE DOWN to scroll" to review all of the letter text.
After you have reviewed the letter template, press [Enter] to continue.
+-----------Option-----------+ | Add Letter | | Change Letter | | Delete Letter | | Display Letter Template | | Sample Letter/Screen | | Sample Letter/Print | | List Letters | +----------------------------+ |
Select "Sample Letter/Screen" to display an example of a letter on the screen.
The following sections describe the prompts displayed when you display sample letters.
You are asked for the affiliate ID.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
CHA: Affiliate ID? UBC04003 |
Enter the affiliate ID.
A menu of letters is displayed, and you are asked to select the letter you want to display as a sample.
+------------------------------SAM: Letter-------------------------------+ | | | Name Description | | BAD CHECK LTR Letter for members who give NSF checks | | TEST test letter | | WELCOME LTR Letter to welcome new members | +------------------------------------------------------------------------+ |
Select the letter you want to see as a sample.
After an item is selected, the data for that item and part of the letter are displayed. For example:
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Affiliate ID : UBC01444 -- Tucson Local
Letter Name : WELCOME LTR
Letter Description: Letter to welcome the new members
Finance Code : No Charge
Letter Charge : $0.00
+------------------------------------------------------------------------------+
| |
|February 20, 1998 |
| |
| |
|John Q. Member Local : 909 |
|112 Home Street |
|Mytown, NY 21999 |
| |
| |
|Dear Brother John, |
| |
| |
|Welcome to the Tucson Local. |
| |
|We are very pleased that you have become a member of our Local. |
| |
|We have many activities for our members, and hope that you will |
|participate whenever possible. |
| |
|I hope to meet you at the next meeting. |
| |
| |
|Fraternally, |
| |
|Mike Jones |
+------------------------------------------------------------------------------+
Press RETURN to continue. Press arrow keys or PAGE UP or PAGE DOWN to scroll.
<ESC>=Exit AFFILIATE LETTER MAINTENANCE <F2>=Back <F1>=Help
|
You can "Press arrow keys or PAGE UP or PAGE DOWN to scroll" to review all of the sample letter text.
After you have reviewed the sample letter, press [Enter] to continue.
+-----------Option-----------+ | Add Letter | | Change Letter | | Delete Letter | | Display Letter Template | | Sample Letter/Screen | | Sample Letter/Print | | List Letters | +----------------------------+ |
Select "Sample Letter/Print" to print an example of a letter.
The following sections describe the prompts displayed when you print sample letters.
You are asked for the affiliate ID.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
CHA: Affiliate ID? UBC04003 |
Enter the affiliate ID.
A menu of letters is displayed, and you are asked to select the letter you want to display as a sample.
+------------------------------SAP: Letter-------------------------------+ | | | Name Description | | BAD CHECK LTR Letter for members who give NSF checks | | TEST test letter | | WELCOME LTR Letter to welcome new members | +------------------------------------------------------------------------+ |
Select the letter you want to see as a sample.
After a letter item is selected, the print options menu is displayed, and the letter can be printed on the screen or on a hardcopy printer. For example:
February 20, 1998 John Q. Member Local : 909 112 Home Street Mytown, NY 21999 Dear Brother John, Welcome to the Tucson Local. We are very pleased that you have become a member of our Local. We have many activities for our members, and hope that you will participate whenever possible. I hope to meet you at the next meeting. Fraternally, Mike Jones President |
+-----------Option-----------+ | Add Letter | | Change Letter | | Delete Letter | | Display Letter Template | | Sample Letter/Screen | | Sample Letter/Print | | List Letters | +----------------------------+ |
Select "List Letters" to get a listing of all the letters.
The following sections describe the prompts displayed when you list letters.
You are asked for the affiliate ID.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and this prompt is skipped.
CHA: Affiliate ID? UBC04003 |
Enter the affiliate ID.
You are asked if you want to proceed with creating the letter listing.
+Proceed-+ | Yes | | No | +--------+ |
Select "Yes" to generate the listing.
Select "No" if you do NOT want to create the listing.
Press <ESC> to abort this listing procedure.
If "Yes", the listing is generated.
The following is an example of a letter list.
15-Mar-1998 United Brotherhood of Carpenters and Joiners of America Page 1
Affiliate Letters
UBC01444 -- Tucson Local
Letter Name Description Finance Code Charge Template File
------------- -------------------------------------- ------------ ------ ----------------------
BAD CHECK LTR Letter for members who give NSF checks NSF LTR $5.00 INFORMAL_LH.TPL_700017
TEST test letter $0.00 ARREARS.TPL_2C0004
WELCOME LTR Letter to welcome the new members $0.00 INFORMAL_LH.TPL_700019
|
The AFFBRANCHMN - Affiliate Branch Maintenance menu option is used to enter branch information for affiliates that have branches.
+----------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 branch records, and how to get listings of branch data.
132.1 Branch Maintenance Input Screen
After AFFBRANCHMN is selected from the menu, the affiliate branch
maintenance screen is displayed.
ULTRA United Brotherhood of Carpenters and Joiners of America (date)
Tucson Local UBC01444
Aff ID :
Branch ID :
Branch Name :
Address :
City :
State/Province :
Zip/Postal Code:
Country :
Phone :
+------Option------+
| Add Branch |
| Change Branch |
| Delete Branch |
| List Branches |
+------------------+
<ESC>=Exit AFFILIATE BRANCH MAINTENANCE <F2>=Back <F1>=Help
|
132.2 Branch Maintenance Options
After the branch maintenance input screen is displayed, you are asked
for the maintenance option you want to perform.
+------Option------+ | Add Branch | | Change Branch | | Delete Branch | | List Branches | +------------------+ |
The branch maintenance options are:
| Add Branch | add new branch records | |
| Change Branch | change branch records | |
| Delete Branch | delete branch records | |
| List Branches | get a listing of the branch records |
Select the appropriate maintenance option.
+------Option------+ | Add Branch | | Change Branch | | Delete Branch | | List Branches | +------------------+ |
Select the "Add Branch" option to add new branch records.
The following sections describe the prompts displayed when a branch record is added.
Note: If the affiliate does NOT currently have any branches, the following message is displayed:
Affiliate does not currently have branch offices
|
and you are asked if you want to add a branch office.
+Add Branch Office+ | Yes | | No | +-----------------+ |
Select "Yes" if you do want to add a branch office.
Select "No" if you do NOT want to add a branch.
Note: If you are a local affiliate user, the affiliate ID and name are displayed, and the affiliate ID prompt is skipped.
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 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 ID of the new branch.
Branch ID? ________ |
Enter the branch ID of the new branch to be added.
The ID can be up to 8 characters in length.
Note: Once the branch record has been created/added, the branch ID CANNOT be changed.
You are asked for the branch name.
Branch Name? _____________________________________________ |
Enter the name of the branch.
The name can be up to 45 characters in length.
You are asked for the branch address.
Branch Address? ______________________________ |
Enter the address of the branch.
The address can be up to 30 characters in length.
You are asked for the country name of the branch.
Branch country? UNITED STATES___________________________ |
You can press [Enter] to accept the default country name if there is a default, and it is correct.
Enter the country name.
You are asked for the branch zip code or postal code.
Zip code? _________
or
Postal code? _________
|
Enter the zip/postal code of the branch.
If this is US, enter a 5 or 9 digit zip code.
If this is Canada, enter 6 characters.
Do NOT enter dashes or spaces.
The input zip/postal code is validated against the ZIPCODE file. If it exists, the city and state are retrieved and used as defaults for the city and state prompts.
You are asked for the branch city.
Branch City? Tucson______________ |
If a default city is displayed and it is correct, press [Enter] to accept the default.
If a list of city names is displayed, you can select a city from the list.
You can enter the branch city.
The city name can be up to 20 characters in length.
You are asked for the branch state or province.
Branch State/Province? AZ |
If a default state/province is displayed and it is correct, press [Enter] to accept the default.
You can enter the branch state or province.
If this is a state in the US, only a valid two character state abbreviation is allowed.
If this is a province, the province can be up to ten characters in length.
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