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

Chapter 13
13	PAYCHRG - Member Payments, Charges Entry
13.1	Payments and Charges Input Screen
13.1.1	Procedure Options
13.1.2	Transaction Types
13.2	Entering Payment Transactions
13.2.1	Common Payment Entry Prompts
13.2.2	Applying Payments - Auto Allocation
13.2.3	Applying Payments - Paying Specific Items
13.2.4	Applying Payments - Allocating an Unapplied Amount to an Uncharged Charge
13.2.5	Applying Payments - Moving an Applicant to Member When Initiation Fees Paid
13.2.6	Applying Payments - Paying Future Dues
13.2.7	Applying Payments - Paying Future Dues and Future Dues Code Changes
13.3	Entering Charge Transactions
13.4	Reversing Payment Transactions
13.5	Reversing Charge Transactions
13.6	Use Unapplied Only
13.7	Refunds
13.8	Correcting Dues Charges
13.9	Change Dues Paid Thru Date
13.9.1	Changing Dues Paid Thru Date to Future Date
13.9.2	Changing Dues Paid Thru Date to a Past Date
13.10	Credit Adjustments
Chapter 14
14	CHANGE - Member Maintenance
14.1	Member Maintenance Screen
14.2	Member Maintenance Input
14.2.1	Changing Member Statuses Back From ARREARS or SUSPENDED
14.2.2	Member Name/Member ID
14.2.3	Selecting Data to Change
14.2.4	Bar Menu Options
Chapter 15
15	IDCHANGE - Member SSN/SIN Change
15.1	Member SSN/SIN Change Screen
15.1.1	Member SSN/SIN Change Prompts
Chapter 16
16	MOVEWALKIN - Move Walk-in to Member
16.1	Move Walk-in to Member Input Screen
16.2	Prompts and Responses
16.2.1	Move Walk-in
16.2.2	Enter Initiation/Dues Charges/Payments
16.2.3	Obligation Form
Chapter 17
17	MEMNOTES - Member Notes
17.1	Member Notes Screen
17.2	Member Notes Prompts
17.2.1	Member Name/Member ID
17.2.2	Note Command Options
17.2.3	Adding Member Notes
17.2.4	Changing Notes
17.2.5	Deleting Notes
Chapter 18
18	ALTCONTACT - Alternate Contact Maintenance
18.1	Alternate Contact Maintenance Input Screen
18.2	Member Alternate Contact Maintenance Prompts and Responses
18.2.1	Adding Alternate Contact Information
18.2.2	Changing Alternate Contact Information
18.2.3	Deleting Alternate Contact Information
Chapter 19
19	DUESCLASSCHA - Future Dues/Class Change Maint
19.1	Future Dues/Class Code Changes Input Screen
19.2	Prompts and Responses
19.3	Future Dues/Class Code Maintenance Options
19.3.1	Adding Future Dues/Class Code Change Records
19.3.2	Changing Future Dues/Class Code Change Records
19.3.3	Deleting Future Dues/Class Code Change Records
Chapter 20
20	CONWITH - Mass Conditional Withdrawal
20.1	Mass Conditional Withdrawal Input Screen
20.2	Prompts and Responses
20.2.1	Creating a Report of Members to be Changed
20.2.2	Changing Members to Conditional Withdrawal
Chapter 21
21	MEMGOINITDISP - Change Mbr GO Init Disp Flag
21.1	Change GO Initiation Dispensation Flag Entry Screen
21.2	Change GO Initiation Dispensation Flag Entry Prompts
21.2.1	Changing From No to Yes
21.2.2	Changing From Yes to No
Chapter 22
22	REINITIATE - Initiate Former Mbr-reinitiate
22.1	Re-initiate Screen
22.2	Re-initiate Member Input
22.2.1	Affiliate ID
22.2.2	Branch ID
22.2.3	Member SSN/SIN or UBC ID
22.2.4	Re-initiate this Member
22.2.5	Re-initiate Member
22.2.6	Enter Initiation/Dues Charges/Payments
22.2.7	Obligation Form
Chapter 23
23	REINSTATE - Re-instate a Member
23.1	Re-instate Screen
23.2	Re-instate Member Input
Chapter 24
24	APPLICANT - Applicant Entry
24.1	Applicant Screen
24.2	Applicant Entry Prompts
24.2.1	Affiliate ID
24.2.2	Branch ID
24.2.3	SSN/SIN
24.2.4	Last Name
24.2.5	Last Name Suffix
24.2.6	First Name
24.2.7	Middle Names
24.2.8	Nickname
24.2.9	Address Line 1
24.2.10	Address Line 2
24.2.11	Country
24.2.12	Zip Code/Postal Code
24.2.13	City
24.2.14	State or Province
24.2.15	Send Magazine Flag
24.2.16	Phone Number
24.2.17	Date of Birth
24.2.18	Gender
24.2.19	Applicant Classification
24.2.20	Craft Code
24.2.21	Additional Phone Numbers, Alternate Contacts
24.2.22	Initiation Date
24.2.23	Tax Schedule
24.2.24	Apprentice to Journeyman Date
24.2.25	Signed Supplemental Dues
24.2.26	Signed Bargaining Authorization
24.2.27	Prior Member
24.2.28	Prior Affiliate ID
24.2.29	CLIC Donation
24.2.30	Political Affiliation
24.2.31	Ethnic Code
24.2.32	Citizen
24.2.33	Polling District
24.2.34	Native Language
24.2.35	Dues Group Code
24.2.36	100% Employer Dues Remit
24.2.37	Employer ID
24.2.38	Employee/Clock Number
24.2.39	Payroll Deduction
24.2.40	Date Fees are Due
24.2.41	Confirm Initiation Date
24.2.42	Initiation Fee Dispensation
24.2.43	Add Applicant
24.2.44	Applicant Notes
24.2.45	Initiation and Dues Charges and Payments
24.2.46	Obligation Form
24.3	Move to Applicant Procedure
24.3.1	Move to Applicant Processing