Enter the general ledger type for your association. Example: GP for Great Plains.
Enter the fiscal year for your company, for example, 2007. This will auto-fill the paid year on the membership payment screen (it can be over-written).
Enter the file location of your SBT interface (only for associations that utilize this interface).
Enter the current directory year. When creating a new directory record, the year entered here will auto-fill.
Enter the fee you charge to have a listing in the Directory/Buyer's Guide. If you have no base fee that you charge, then leave this field blank.
Enter the date at which your certification records are to be billed.
Enter the local tax rate.
Enter the default tax rate for your association.
Use this field if you want all professional members to have the same expiration date.
Store the association's tax ID number.
MB Late Fee
Late Fee used in SAMS Dues Renewal Web App.
Date after which late fee is charged in SAMS Dues Renewal Web App.
Late Fee PC
Payment code used when posting late fee to GL for SAMS Dues Renewal Web App.
Enter the amount of the trade member's dues cap to be used as calculation to process dues fee based on amounts entered in the dues code.
Enter the A/R account number if you are using the GL interface with Great Plains to post Billing Income Debit.
Enter the default shipping type for all order entry, for example, UPS. This can be changed.
Enter the default sales tax for your orders.
Enter the directory for the file that is created for your accounting software.
Enter the GL company number, if you are using more than one company in your GL.
Enter a check in the box if you are using the inventory system built into SAMS Order Entry module.
National Automated Clearing House Association file identification number. This should be your 9-digit Tax ID number preceded by a blank space.
Enter the name of the bank receiving the NACHA information.
Immediate destination. This is a 10 position header record code. The receiving bank should supply your organization with the proper code to use for the output file.
Enter the association's bank account number.
Routing number of the receiving financial institution.