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

Chapter 140
AFFDFLTS - Defaults Maintenance

The AFFDFLTS - Defaults Maintenance menu option is used by affiliates to set up defaults for some of the common input prompts when they want the defaults to be different than what is currently used in ULTRA.

Default values can be set up and changed according to the needs of your affiliate. Most of the default values that you set up, are used when entering member information.

Note: Input default values can be set up for LOCAL and COUNCIL level affiliates. 



            +----------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    | 
            +--------------------------------------------------+

Select AFFDFLTS to create defaults for input prompts.

140.1 Affiliate Defaults Maintenance Input Screen

After AFFDFLTS is selected from the menu, the following affiliate defaults maintenance input screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliate ID: 
 
Class                 : 
Primary Craft         : 
Tax Schedule          : 
Sex                   : 
Send Magazine         : 
Ethnic Code           : 
Native Language       : 
Citizen               : 
Political Affiliation : 
Supplemental Dues     : 
Authorized Bargaining : 
Payroll Deduction     : 
Dues Code             : 
100% Employer Remit   : 
Alternate Contact Info: 
Member Notes          : 
Payment Method        : 
Want Receipt          : 
 
 
 
Affiliate ID? UBC04003 
 
 
<ESC>=Exit               Affiliate Defaults Maintenance      <F2>=Back <F1>=Help

140.1.1 Prompts and Responses

The following sections describe the prompts displayed and responses entered when you set up or change affiliate input default values.

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 ID of the affiliate that you want to set up input defaults for. 



 Affiliate ID? ________

The affiliate must be an active, LOCAL or COUNCIL level affiliate. You can enter the affiliate number or the whole affiliate ID. After the affiliate ID is entered, the affiliate name is displayed.

140.1.2 Selecting Defaults to Set Up or Change

You do NOT have to set up default values for all of the available entry prompts. You can set up default values for one, several, or many of the entry prompts. For example, you might want to just set up a default value for the "tax schedule" prompt. To do this, you can display a list of the entry prompts, select the "tax schedule" item, and set the default value to what you want.

To get a list of the entry fields that you can set up or change, press the [Select] key. A menu of the entry fields is then displayed. For example: 



    +----------------------------------+ 
    |  Class                           | 
    |  Tax Schedule                    | 
    |  Gender                          | 
    |  Send Magazine                   | 
    |  Ethnic Code                     | 
    |  Native Language                 | 
    |  Citizen                         | 
    |  Political Affiliation           | 
    |  Signed Supplemental Dues        | 
    |  Authorized Bargaining           | 
    |  Authorized Payroll Deduction    | 
    |  Dues Code                       | 
    |  100% of Dues Sent by Employer   | 
    |  Alternate Contact Input         | 
    |  Notes Entry                     | 
    |  Pay Method                      | 
    |  Want Receipt                    | 
    +----------------------------------+

When you select the "Tax Schedule" item, the prompt for the tax schedule default is displayed. For example: 



   +Default Member Tax Schedule for Member Entry+ 
   |  001  Construction - schedule 1            | 
   |  002  Industrial - schedule 2              | 
   +--------------------------------------------+

If you want the default to be "002", select the "002" item from the menu. Later, when this prompt is displayed, the default will be "002", and you can just press the [Enter] key to accept the default.

If you want to set up or change other entry prompt defaults, just press the [Select] key to get the menu of entry items, and then select another item from the menu.

When you are finished setting up and/or changing default values, press the [Do] key. The "update defaults" prompt is then displayed. 



   +Update Affiliate Defaults+ 
   |  Yes                    | 
   |  No                     | 
   +-------------------------+

Select "Yes" to save the newly set up or changed default values.

Select "No" to go back to the last entry default that can be changed.

Press <ESC> to abort this procedure.

If "Yes", the set up and/or changed default values are stored.

140.1.3 Prompts that can have Default Values

This section describes all the input prompts that can be set up to have different default values.

Class Default

You are asked for the class that you want to set up as the default class. 



   +-----Default Member Class for Member Entry-----+ 
   |  AGENCY      Agency Shop                      | 
   |  APPRENTICE  Apprentice                       | 
   |  APPRENTIC1  Apprentice level 1               | 
   |  APPRENTIC2  Apprentice level 2               | 
   |  APPRENTIC3  Apprentice level 3               | 
   |  APPRENTIC4  Apprentice level 4               | 
   |  APPRENTIC5  Apprentice level 5               | 
   |  APPRENTIC6  Apprentice level 6               | 
   |  APPRENTIC7  Apprentice level 7               | 
   |  APPRENTIC8  Apprentice level 8               | 
   |  APPRENTIC9  Apprentice level 9               | 
   |  APPRENT10   Apprentice level 10              | 
   |  APPRENT11   Apprentice level 11              | 
   |  APPRENT12   Apprentice level 12              | 
   |  BECK        Beck Objector                    | 
   |  CONTRACTOR  Contractor Member                | 
   |  MEMBER      Member - Regular                 | 
   |  PREAPPREN   Pre-apprentice                   | 
   |  WALKAPP     Walkin Apprentice - non member   | 
   |  WALKIN      Walkin Journeyman - non member   | 
   +-----------------------------------------------+

Select one of the class codes from the menu.

Tax Schedule Default

You are asked for the tax schedule that you want to set up as the default tax schedule code. 



   +Default Member Tax Schedule for Member Entry+ 
   |  001  Construction - schedule 1            | 
   |  002  Industrial - schedule 2              | 
   +--------------------------------------------+

Select one of the tax schedule codes from the menu.

Sex/Gender

You are asked for the sex/gender that you want to set up as the default gender. 



   +Default Member Sex/Gender for Member Entry+ 
   |  Male                                    | 
   |  Female                                  | 
   +------------------------------------------+

Select one of the items from the menu.

Send Magazine Default

You are asked for the send magazine default. 



   +Default for Send Magazine Y/N+ 
   |  Yes                        | 
   |  No                         | 
   +-----------------------------+

Select either the "Yes" or "No" item from the menu.

Ethnic Code Default

You are asked for the ethnic code that you want to set up as the default ethnic code. 



   +-----Default Ethnic Code for Member Entry------+ 
   |  ASIAN       Asian or Pacific Islander        | 
   |  BLACK       Black, non-Hispanic origin       | 
   |  HISPANIC    Hispanic                         | 
   |  INDIAN      American Indian/Alaskan Native   | 
   |  UNKNOWN     Unknown                          | 
   |  WHITE       White, non-Hispanic origin       | 
   +-----------------------------------------------+

Select one of the ethnic codes from the menu.

Native Language Default

You are asked for the native language code that you want to set up as the default code. 



   +Default Native Language Code for Member Entry+ 
   |  CHINESE     Chinese                        | 
   |  ENGLISH     English                        | 
   |  FRENCH      French                         | 
   |  GERMAN      German                         | 
   |  RUSSIAN     Russian                        | 
   |  SPANISH     Spanish                        | 
   |  UNKNOWN     Unknown                        | 
   |  VIETNAMESE  Vietnamese                     | 
   +---------------------------------------------+

Select one of the native language codes from the menu.

Citizen Default

You are asked for the citizen default. 



   +Default Citizen Flag for Member Entry+ 
   |  Unknown                            | 
   |  Yes                                | 
   |  No                                 | 
   +-------------------------------------+

Select one of the items from the menu.

Political Affiliation Default

You are asked for the political affiliation code that you want to set up as the default code. 



   +Default Political Affiliation for Member Entry+ 
   |  DEM  Democrat                               | 
   |  IND  Independent                            | 
   |  NOT  Not Registered                         | 
   |  OTR  Other                                  | 
   |  REP  Republican                             | 
   |  UNK  Unknown                                | 
   +----------------------------------------------+

Select one of the political affiliaton codes from the menu.

Signed Supplemental Dues Default

You are asked for the signed supplemental dues default. 



   +Default for Signed Supplemental Dues Y/N+ 
   |  Yes                                   | 
   |  No                                    | 
   +----------------------------------------+

Select either the "Yes" or "No" item from the menu.

Signed Authorized Bargaining Default

You are asked for the authorized bargaining default. 



   +Default for Authorized Bargaining Y/N+ 
   |  Yes                                | 
   |  No                                 | 
   +-------------------------------------+

Select either the "Yes" or "No" item from the menu.

Authorized Payroll Deduction Default

You are asked for the authorized payroll deduction default. 



   +Default for Authorized Payroll Deduction Y/N+ 
   |  Yes                                       | 
   |  No                                        | 
   +--------------------------------------------+

Select either the "Yes" or "No" item from the menu.

Dues Code Default

You are asked for the dues code that you want to set up as the default code. 



   +------------Default Dues Code for Member Entry------------+ 
   |  No Dues Code                                            | 
   |----------------------------------------------------------| 
   |  CTR_APP     Counter dues - apprentice          $20.00   | 
   |  CTR_APP1    counter dues - apprentice 1        $20.00   | 
   |  CTR_APP2    Counter dues - apprentice 2        $24.00   | 
   |  CTR_APP3    Counter dues - apprentice 3        $25.00   | 
   |  CTR_APP4    Counter dues - apprentice 4        $25.50   | 
   |  CTR_JOUR    Counter dues - journeyman          $26.00   | 
   +----------------------------------------------------------+

Select one of the items from the menu.

100% Employer Remit Default

You are asked for the 100% Employer Remit default. 



   +Default for 100% Employer Remit Y/N+ 
   |  Yes                              | 
   |  No                               | 
   +-----------------------------------+

Select either the "Yes" or "No" item from the menu.

Enter Alternate Contact Information Default

You are asked for the enter alternate contact information default. 



   +Default for Enter Alternate Contact Info Y/N+ 
   |  Yes                                       | 
   |  No                                        | 
   +--------------------------------------------+

Select either the "Yes" or "No" item from the menu.

Enter Member Notes Default

You are asked for the enter member notes default. 



   +Default for Enter Member Notes Y/N+ 
   |  Yes                             | 
   |  No                              | 
   +----------------------------------+

Select either the "Yes" or "No" item from the menu.

Payment Method Default

You are asked for the default that you want to use for payment method. 



   +Default Payment Method for Payments Entry+ 
   |  Cash                                   | 
   |  Check                                  | 
   |  Credit Card                            | 
   |  Electronic Payment                     | 
   |  Fund                                   | 
   |  Money Order                            | 
   |  Other Pay Method                       | 
   +-----------------------------------------+

Select one of the options from the menu.

Want Receipt Default

You are asked for the default that you want to use for want receipt Y/N when in the Payments/Charges entry procedure. 



   +Default for Want Receipt Y/N+ 
   |  Yes                       | 
   |  No                        | 
   +----------------------------+

Select "Yes" if you want the default to be "Yes".

Select "No" if you want the default to be "No".

Update Affiliate Defaults

You are asked if you want to update the affiliate defaults information. 



   +Update Affiliate Defaults+ 
   |  Yes                    | 
   |  No                     | 
   +-------------------------+

Select "Yes" to update the affiliate defaults information.

Select "No" to return to the last prompt.

Press <ESC> to abort this procedure.

If "Yes", the affiliate defaults information is updated.

Chapter 141
CRAFTMAINT - Affiliate Crafts Maintenance

The affiliate crafts file contains information about an affiliate's crafts.

The CRAFTMAINT - Affiliate Crafts Maintenance menu option allows you to create and maintain affiliate craft 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    | 
            +--------------------------------------------------+

This chapter explains how to add, change, and delete affiliate craft records, and how to get listings of craft data.

141.1 Affiliate Craft Input Screen

After CRAFTMAINT is selected from the menu, the affiliate craft maintenance screen is displayed. 



 ULTRA     United Brotherhood of Carpenters and Joiners of America       (date) 
                         Arizona State District Council                UBC04003 
 
Affiliate: 
 
 
 
 
 
 
 
 
 
 
 
Affiliate ID? ________ 
 
 
<ESC>=Exit                Affiliate Crafts Maintenance       <F2>=Back <F1>=Help

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 of the local or council that you want to work with. 



 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.

Affiliate Crafts Maintenance Options

The affiliate ID, affiliate name and some or all of the current affiliate crafts are displayed. You are now asked for the maintenance option that you want to perform. 



   +------------Option------------+ 
   |  Add a Craft to Affiliate    | 
   |  Delete an Affiliate Craft   | 
   |  Change Craft Priority       | 
   |  List Crafts                 | 
   +------------------------------+

Select the appropriate affiliate crafts maintenance option.

141.2 Add a Craft to Affiliate

Select the "Add a Craft to Affiliate" option to add new crafts. 



   +------------Option------------+ 
   |  Add a Craft to Affiliate    | 
   |  Delete an Affiliate Craft   | 
   |  Change Craft Priority       | 
   |  List Crafts                 | 
   +------------------------------+

Affiliate Crafts

The available crafts are displayed, and you are asked for the affiliate craft that you want to add. 



   +-----------------Select Craft to Add for Affiliate Use-----------------+ 
   |  Next...                                                              | 
   |                                                                       | 
   |  Craft Code       Description                                         | 
   |  ATOMIC           Atomic Workers                                      | 
   |  AUTO-PARTS       Truck/Car Parts                                     | 
   |  BLDNG-COMP       Building Components                                 | 
   |  CABINET          Cabinet Makers, Mill-Cabinet                        | 
   |  CARP-ACOUS       Acoustical Carpentry                                | 
   |  CARP-RES         Residential Carpentry                               | 
   |  CARPENTR-T       Carpenter Tender                                    | 
   |  CAULKER          Construction Caulker                                | 
   |  CLEANER          Cleaner                                             | 
   |  CLERICAL         Office and Clerical Staff                           | 
   |  CONCRETE         Concrete Forming                                    | 
   |  CRAFTASST        Craft Assistant                                     | 
   |  . . . . .                                                            | 
   +-----------------------------------------------------------------------+

Select the affiliate craft that you want to add from the menu.

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